Prerequisites

• Access to the View > Evaluation (CT009) menu.
• Evaluation by e-mail with answers.

Introduction

When viewing a customer evaluation, it is possible to verify the entire history of obtained answers.

By doing so, you can check the evolution of each customer over time.

Viewing a customer evaluation

1. Access the View > Evaluation (CT009) menu. 

2. Click on Search to find the desired evaluation.

See how the evaluation view screen is divided.

A In Advanced filters, it is possible to insert specific information to guide the search for a certain evaluation record. By default, the list shows only the last evaluation of each customer. To list all evaluations, add the Evaluation filter and uncheck the Consider the last evaluation only option.

B On the button bar, it is possible to view the data of the survey taken by the customer or the customer's data. Additionally, the More option provides a tool that generates a chart with the scores of the customer's last evaluations.

C The filling of the colors and icons of the evaluation columns is based on the evaluation score. The latter is classified into one of the quality level ranges and is given the name, the icon and the color of the range.

 

 

4. Click on the desired record to select it.

5. To view the survey answer, click on the View data button or double-click on the row of the selected record.

6. To see the customer's data, click on the View customer data button.

7. To view the customer's evaluation chart, click on More and select Customer evaluation. 
 

Conclusion

Thus, it is possible to view the evaluations of the customers.

If a new customer is added to the category on the date the evaluation is sent or afterwards, they will receive the evaluation only in the next cycle.

If the customer misses the deadline to answer it, the survey will be finished automatically and the customer will not have a score in the evaluation.

When necessary, it is possible to edit the final score to assign a value.