Edit the client satisfaction survey

To change the default questions in the client satisfaction survey, perform the following steps:

  1. Go to the Configuration menu → Clients and Vendors → Client Settings → Satisfaction Survey tab.

    Csettings8.png
  2. To remove a question from the survey, click the icon. The question will be transferred to the list of inactive questions in the left-hand column. To remove all questions at once, click the icon.

  3. To add a new question, click the icon. You will be directed to the Add Client Satisfaction Survey Question page.

    Csettings9.png
    1. In the Name field, enter the question.

    2. Check the Active box to make this question visible in surveys. If this box isn’t selected, the newly added question will appear in the list of inactive questions.

    3. Click the Save button.

  4. To edit a question, hover over it and click the icon that appears in the line.

  5. To add an inactive question to the survey, click the icon. The question will be transferred to the list of active questions in the right-hand column. To add all inactive questions at once, click the icon.
    To locate the desired question in the list of inactive questions, use the search bar at the top of the left-hand column.

  6. Click the Save button.

Â