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XTRF Home Portal Modules

Client Satisfaction tab

In this tab, you can send a satisfaction survey to your client and check its results after the project is closed.

This feature is included in Professional and Ultimate XTRF Plans.

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  • Remove unwanted survey questions by clicking the remove.png icon. To change or add questions, go to the Configuration.png Configuration menu > Clients and Vendors > Client Settings > Satisfaction Survey tab.

  • Click the Edit_mail.png icon to edit the e-mail message sent with the survey.

  • Click the Send Survey to Client button.

After the client completes the survey, its results will be displayed in the tab.

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If the survey was conducted by phone or e-mail, you can enter the results manually.

To delete the survey results, click the Clear Survey button.