Skip to main content

XTRF Home Portal Modules

Survey tab (Project)

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.

Survey1.png

  • 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.

Survey2.png

If the survey was not conducted via the Home Portal, you can enter the results manually.

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