Feedback


You can manage customer feedback from this page. (see figure 1).



(Figure 1 - Feedback page)


How to create Feedback ?


1. Navigate to Feedback page

2. To enter a new feedback, click on  Add (+) button and enter the following details and save (see figure 2).



(Figure 2 - Feedback entry page)


Different fields in this page are:


Feedback Details:-


  1. Feedback Date : the feedback date gets added by default as the present date, which can be changed if necessary
  2. Account Name : you can choose the account name of the customer from the drop down
  3. Sales Invoice No. : here you need to choose the invoice number against which you want to add the customer feedback
  4. Status : the status gets added by default as Open, which you can change as per the requirement
  5. Priority : set priority for the feedback so that it becomes easier to solve the issue if a customer has been facing any
  6. Type : set type of feedback, for example appreciation, complaint, question etc.
  7. Sector : here you can choose the sector of feedback in this field
  8. Area : you can choose the area on which the feedback is going to be added
  9. Subject : here you can capture in short what the feedback is about
  10. Client Comments : here you can add the comment made by the client
  11. Service : choose the service provided
  12. Source : choose the source from where the change is to be made
  13. Score : here you can choose the score on the feedback
  14. Assigned to User : here data gets added automatically, which is the main user, but you can choose the user to whom the feedback/issue to be solved would be assigned
  15. Department : choose the department under which the feedback will be assigned
  16. Close Date : if the feedback is in the form of an issue, query or enhancement, you can choose the date by which it is to be completed or solved


Action:-


Here you can add what kind of action you can take in order to solve a problem that a customer is facing, as provided in the feedback.