Surveys/Questionnaires/Portfolios

Surveys can be carried out from an activity (MA) record. Questionnaires are assigned to e. g. an activity in Aurea CRM web or can be generated in the course of a marketing campaign.

The update.tablet configuration already contains all the required definitions to carry out a survey. The following chapters describe this default configuration.

If the assigned Survey (U1) record is only available on the server, it is automatically synchronized to the device.