Copying Surveys

If a survey which has already been carried out is communicated (i.e. the CmCd field is enabled in the survey result records), selecting Survey from the context menu in the Activity info area opens the popup calendar instead of the survey.

The current date is entered by default, or the next available date, if the survey is carried out today for this customer. Enter the date that the new survey should be saved for.

You can choose to delete the previous survey.

You can copy a survey that has already been carried out using the Copy entry in the context menu of the Survey info area, irrespective of whether the survey has been communicated or not.