37.21

v 14.0 Third Party 58
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Surveys (survey)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 348
Technical Name sh_crm_customer_survey
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Surveys (survey)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 348
Technical Name sh_crm_customer_survey
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0
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Enterprise Community Odoo.sh

CRM Survey Management

Customer Surveys are a method of getting consumer feedback to help companies measure satisfaction, perform market research. Our module will provide a customer survey from the CRM(opportunity/pipeline). We provide two different ways to manage surveys first is just send a survey form on customer's emails and filled by customer and the second way is the employee will visit the customer and ask survey questions answers will be filled by the employee of the company on behalf of the customer. One more important feature is easy to pause and resume the incomplete survey form.

Hot Features


Default Survey Form
Customer Survey From CRM
Resume Postponed Survey Form
Print Survey Form From CRM

Features


  • You can set default survey form for the surey. New
  • Easy to manage customer surveys from the CRM.
  • Easy to share survey form to the customer by email.
  • Easy to resume postponed survey form.
  • Easy to print survey form from the CRM.
  • Easy to track survey by status in 'Survey Answers' tab like 'Not started yet', 'Resume Survey', 'Partially Completed',' Complete'.
  • Smart Buttons,

    Start Survey: Where you can start a survey manually for that customer.
    Print Survey: Where you can print a blank survey form offline.
    Share and Invite by Email: Where you can share the survey to related customers.
    View Results: Where you can see the survey results.
  • Easy to Manage survey which is sent by email and also track it through the status.
  • Easy to Manage all survey which is sent by email and also track it through the status in the 'Survey Answers' tab.
  • In the CRM, you can see the result of all surveys in the 'View Result' smart button.
  • This module saves your important time.

Select survey form in the pipeline. You can use the smart buttons like 'Start Survey','Print Survey', 'Share and Invite by Email', 'View Results' as per needs.


When you press the 'Start Survey' smart button it opens a survey that looks like this.


After clicking the smart 'Print Survey' button you can see the view as like the below.


After clicking the smart 'Share and Invite by Email' button you can see the view as like the below.


After clicking the smart 'View Result' button you can see the view as like the below.


In the 'Survey Answers' tab, you can see the list of the survey which is sent through email and fill manually. As you can see the list of the survey through emails with answer type, status, and three buttons 'View', 'Resume Survey', 'Print These Answers'.


After clicking the 'Resume Survey' into the line you can resume that survey.


After clicking the 'Print These Answer' into the line you can print the survey.

You can set default survey form from the configuration.



The survey form default selected based on the configuration.

Version 14.0.4 | Released on : 20thJuly 2022

  • Fixed Minor Bug Fixed.

Version 14.0.3 | Released on : 2nd February 2022

  • New Configuration Added For Default Survey Form.

Version 14.0.2 | Released on : 2 July 2021

  • Update Updated For Latest Odoo Patches.

Version 14.0.1 | Released on : 8 April 2021

  • Initial Release.
  • Yes, we provide free support for 90 days.

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
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I need to know about Participat Summary
by
Riza Kurniawan
on 3/11/22, 10:48 AM Confirmed Purchase

Hi,

I'm interesting to buy this module, but I have a few question.

If I'm using this module from CRM page (like on your video), If I open from menu All Survey  and I choose menu participant. The participant that shown a user that entry this survey as manual survey or partner name.


Thank's

Re: I need to know about Participat Summary
by
Softhealer Technologies
on 3/11/22, 11:43 PM Author

Yes, Partner will be passed to participant menu as well.


odoo.sh give errors on Install
by
Arseniy Finberg
on 6/30/21, 7:43 AM
06/30/2021 13:47:36ERRORserver1 failed, 0 error(s) of 927 tests when loading database 'parenteach-crm-customer-survey-2798435'
06/30/2021 13:47:36ERRORserverFAIL: TestUi.test_02_crm_tour_rainbowman Traceback (most recent call last): File "/home/odoo/src/odoo/addons/crm/tests/test_crm_ui.py", line 24, in test_02_crm_tour_rainbowman self.start_tour("/web", 'crm_rainbowman', login="temp_crm_user") File "/home/odoo/src/odoo/odoo/tests/common.py", line 1435, in start_tour res = self.browser_js(url_path=url_path, code=code, ready=ready, **kwargs) File "/home/odoo/src/odoo/odoo/tests/common.py", line 1419, in browser_js self.fail('%s\n%s' % (message, error)) AssertionError: The test code "odoo.startTour('crm_rainbowman')" failed Tour crm_rainbowman failed at step move lead to won stage (trigger: .o_statusbar_status button[data-value='4'])
06/30/2021 13:47:26WARNINGserverYou are not allowed to access 'Survey User Input' (survey.user_input) records. This operation is allowed for the following groups: - Surveys/Administrator - Surveys/User Contact your administrator to request access if necessary.
06/30/2021 13:40:08WARNINGserverField survey.user_input.input_type: unknown parameter 'oldname', if this is an actual parameter you may want to override the method _valid_field_parameter on the relevant model in order to allow it
Re: odoo.sh give errors on Install
by
Softhealer Technologies
on 6/30/21, 8:24 AM Author

Hello There,

Pls kindly contact our support team by email : support@softhealer.com

Thank you.


Errors on Installing
by
Arseniy Finberg
on 6/30/21, 7:38 AM

My client has purchased your module and installing it on odoo.sh shows following errors. Would appreciate if you can fix it

06/30/2021 13:47:36ERRORserverFAIL: TestUi.test_02_crm_tour_rainbowman Traceback (most recent call last): File "/home/odoo/src/odoo/addons/crm/tests/test_crm_ui.py", line 24, in test_02_crm_tour_rainbowman self.start_tour("/web", 'crm_rainbowman', login="temp_crm_user") File "/home/odoo/src/odoo/odoo/tests/common.py", line 1435, in start_tour res = self.browser_js(url_path=url_path, code=code, ready=ready, **kwargs) File "/home/odoo/src/odoo/odoo/tests/common.py", line 1419, in browser_js self.fail('%s\n%s' % (message, error)) AssertionError: The test code "odoo.startTour('crm_rainbowman')" failed Tour crm_rainbowman failed at step move lead to won stage (trigger: .o_statusbar_status button[data-value='4'])
06/30/2021 13:47:26WARNINGserverYou are not allowed to access 'Survey User Input' (survey.user_input) records. This operation is allowed for the following groups: - Surveys/Administrator - Surveys/User Contact your administrator to request access if necessary.
06/30/2021 13:40:08WARNINGserverField survey.user_input.input_type: unknown parameter 'oldname', if this is an actual parameter you may want to override the method _valid_field_parameter on the relevant model in order to allow it

Errors on Installing
by
Arseniy Finberg
on 6/30/21, 7:38 AM

My client has purchased your module and installing it on odoo.sh shows following errors. Would appreciate if you can fix it

06/30/2021 13:47:36ERRORserverFAIL: TestUi.test_02_crm_tour_rainbowman Traceback (most recent call last): File "/home/odoo/src/odoo/addons/crm/tests/test_crm_ui.py", line 24, in test_02_crm_tour_rainbowman self.start_tour("/web", 'crm_rainbowman', login="temp_crm_user") File "/home/odoo/src/odoo/odoo/tests/common.py", line 1435, in start_tour res = self.browser_js(url_path=url_path, code=code, ready=ready, **kwargs) File "/home/odoo/src/odoo/odoo/tests/common.py", line 1419, in browser_js self.fail('%s\n%s' % (message, error)) AssertionError: The test code "odoo.startTour('crm_rainbowman')" failed Tour crm_rainbowman failed at step move lead to won stage (trigger: .o_statusbar_status button[data-value='4'])
06/30/2021 13:47:26WARNINGserverYou are not allowed to access 'Survey User Input' (survey.user_input) records. This operation is allowed for the following groups: - Surveys/Administrator - Surveys/User Contact your administrator to request access if necessary.
06/30/2021 13:40:08WARNINGserverField survey.user_input.input_type: unknown parameter 'oldname', if this is an actual parameter you may want to override the method _valid_field_parameter on the relevant model in order to allow it