Clients interactions and satisfaction
These articles explain how to record interactions with clients and track client satisfaction with these interactions.
You can record interactions with each client. This allows you to log and track problems raised by the client. Each interaction has a status assigned to it...
Wed, 18 Apr, 2018 at 4:13 PM
All client interactions are stored in the profile for the client that they relate too. Reports can be set-up to create a consolidated list of all interacti...
Wed, 18 Apr, 2018 at 4:20 PM
To update a client interaction, open the sub-page that shows a list of all client interactions. If the workflow is assigned to you, the button to edit i...
Wed, 18 Apr, 2018 at 4:27 PM
To delete a client interaction you must have the Client manager role. (1) Open the sub-page on the client profile showing a list of all interactions (2...
Wed, 18 Apr, 2018 at 4:29 PM
To record a client service standards survey you must have the Capturer role on the client profile. (1) Click 'Add service standards survey' butt...
Wed, 18 Apr, 2018 at 4:37 PM