This option provides a compilation of information that has been input from the customer satisfaction data fields.
The Customer Satisfaction Index or CSI response form is displayed when you select the 
icon. It can be displayed from a Customer Record or a Company Record. It may also be selected from the top tool bar, the customer or company menus and satisfaction.
Note: The form displays information that has been input from Customer satisfaction. No information can be entered through this form
Contact
Number: Displays the customer magic number.
Vehicle: Displays a Vehicle magic number if applicable.
Name: Displays the salutation of the customer.
If the form has been loaded from a company record the heading for this part of the form will change to Company and the fields then become the following.
Number: Displays the customer magic number.
Vehicle: Displays a Vehicle magic number if applicable.
Name: Displays the company name.
Customer: Displays the customer record number and salutation.
Tip: Five questionnaires will display in the grid to view more click the
Click the
to return to the top of the questionnaires.
Questionnaire
The grid displays all questionnaires that have been set up within Miscellaneous options The Questionnaire set up. Click on a line to display the questions and results. The results have been entered through customer satisfaction.
Dept: Displays the department that the survey has been created for e.g., S Sales.
Contacts: Displays the contact code created for the survey from the Contact Type Codes option.
Question 1: Displays the first question of the survey. When this line is highlighted the Response grid will populate with the questions.
Response
Number: Displays the number of the questions. Up to 20 questions can be set up.
Question: Displays the question.
0-10: Displays scores that have been recorded. These can be rated on a scale of zero to ten with zero reserved for any questions which cannot be answered by a particular customer. Scores of zero will not be included in averages and will not therefore distort the statistics.
Notes: Displays notes recorded, these can be three lines of fifty characters of text detailing any additional customer comments or observations by the satisfaction surveyor.
Note: A facility that allows you to be notify within the case file that a customer has given a below average CSI score can be switched on in User access control.
Click the
button to display previous surveys recorded for the highlighted questionnaire for this customer. The date the survey was recorded will display.
Click the
button to display further surveys recorded for the highlighted questionnaire for this customer. The date the survey was recorded will display.
PUSH BUTTONS:
Average: Calculates the results of the last three surveys.
Cancel: Returns you to the customer or Company record.
Help: Displays help on the application in your default browser.
