Resend Customer Satisfaction Survey
Counter Menu -> Document
Reprints -> Resend Customer Satisfaction Survey
Generally the survey is generated and emailed to the addresses
for the customer that are flagged in the Contact
Information to receive "Customer Surveys" at the time the
Contract is created or at the time the Contract is closed in Rental
Return.
This "resend" option can be used to re-generate the survey from a
specific division to a specific customer.
The prompts are:
-
- DIVISION
- Accept the current division or select one from the drop-down
list.
The division selection controls what survey is sent as setup in the
Customer Survey Configuration.
If the division is not setup with a Survey, a free-form email can
still be sent as the text of the email can be edited.
CUSTOMER
- Enter the customer number or select it from the Customer Search window.
Contacts for this customer flagged to receive Survey emails in the
Contact Information will be sent the
email.
Finished?
- Click ACCEPT to generate the email or CANCEL to abort.
- SELECT A "FROM" ADDRESS
- When an email is to be sent the Selection
Required dialogue box is triggered to select from one of the
following three 'From' addresses:
- The E-Mail Address assigned in Operators for the user currently signed in.
- The Default From Email Address defined on the
SMTP tab of the Company Email
Configuration.
- The Contact Mngmt. From Address defined on the
SMTP tab of the Company Email
Configuration.
COMPOSE EMAIL
- The Compose Email window is generated
where addresses and subject can be modified.
The survey will be sent as an attachment.
Click ACCEPT to send the email or CANCEL to abort.
Topic Keyword: SURV03 (5812)