When this option is accessed from the menu you will be able to create new questionnaires, amend, display or delete existing ones. Questionnaires should already exist for all departments and group codes so you should be able to either display them or amend them as necessary.
The Questionnaire setup form is displayed when you select the Questionnaire setup option from the CRM MISCELLANEOUS OPTIONS MENU
Department: The Department code for the questionnaire. Select the Department by pressing the ellipsis button
.
Contact: The Contact type code for the questionnaire. Selected the contact by pressing the ellipsis.
Questions to be asked: There are twenty lines available, with each individual line being reserved for a separate question. Each question can be up to 65 characters long.
PUSH BUTTONS:
Exit: Pressing this button takes you back to the CRM Miscellaneous options menu.
Create: This enables you to create a new questionnaire. When the create button has been selected it is then disabled. When you are have finished creating the new contact code then press the second create button that is now enabled. When creating a new questionnaire you have two different options.
- Blank This allows you to create a new contact code from a blank form.
- Copy This allows you to create a new contact by copying an existing questionnaire and amending it as necessary before saving it. This option should only be taken when there is an existing questionnaire loaded.
The other options here only become available if you select an exiting contact code. As soon as you have done this the other action buttons become enabled.
Amend: by taking this option you will be able to amend any of the details on the contact type code that you currently have loaded. When the Amend button is selected it becomes disabled while the Save and Cancel buttons become enabled. The Save function allows you to save the changes you have made and the Cancel option allows you cancel your actions.
Delete:Selecting this option allows you to delete the contact type code that you have loaded. Once you have pressed the Delete button you will be asked to confirm this by pressing the second Delete button that has now become enabled. If you do not want to delete the contact type code then take the Cancel option.
Confirm: this option is disabled until you take the option to create, amend or delete. The description on this button will change according to the initial option you have taken.
Initial option taken
Confirm button changes to
Create
Create
Amend
Save
Delete Delete Ad-hoc This option launches an adhoc enquiries screen and allows you to run a report down the contact types file.
The messages that are displayed in this box advise you of what you are, or are not, able to do. Some of the messages that appear here advise you of the status of the code that you are currently working with.
Record not found: This message is displayed when you have entered questionnaire details and when you have entered the Department and contact type code that have not already been saved. This message appears when you tab off the contact type code field.
Record loaded OK: The questionnaire details you have entered in the Department and contact type field has been loaded successfully.
Record secured OK: This message is displayed if the amend or delete options have been selected.
Record released: If you select cancel when you have selected delete this message appears to advise you that the questionnaire you are in is no longer locked.
Record saved ok: This appears on taking the save option.
Record deleted ok: This message appears if you have actioned both of the Delete options whilst in a questionnaire.
Create not allowed record already exists: This message is displayed if you select the Create option and the questionnaire you are trying to create has already been created. Following display of this message the questions box is disabled.
