Carrying out the Survey

Learn to carry out survey.

To carry out a survey:

1. Open the survey:
   • If the survey has been added for a company: Switch to the survey and select Questionnaire from the context menu.
   • If the survey has been entered in an activity or work order record: Switch to the activity or work order record and select Survey from the context menu.
   • If the questionnaire is used within a marketing activity: Select Edit Activity from the context menu in the Marketing Activity info area to switch to the activity. Select Survey from the context menu in the Activity info area.
   Note: The Survey (or Questionnaire) option is only active if you have been granted access to the Questionnaire, Questions, Answer, Survey and Survey Result info areas.

   

2. Use the buttons to navigate the questionnaire, and answer the questions.
   • (Previous/Next Section): Navigate to the previous/next section.
   • (Previous/Next Mandatory Question): Navigate to the next/previous mandatory question.
   • (Previous/Next Open Question): Navigate to the previous/next unanswered question.
   • (Back/Next): Navigate to the previous/next question.
3. Save the survey using the Finish button.

You can edit a saved survey at a later date.