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Customer Survey Management

by
Odoo

36.97

v 14.0 Third Party 52
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Surveys (survey)
Discuss (mail)
Lines of code 293
Technical Name sh_customer_survey
LicenseSee License tab
Websitehttps://www.softhealer.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Surveys (survey)
Discuss (mail)
Lines of code 293
Technical Name sh_customer_survey
LicenseSee License tab
Websitehttps://www.softhealer.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
Customer Survey Management

Customer Surveys are a method of getting consumer feedback to help companies measure satisfaction, perform market research. When you create a survey designed to gather feedback, a company can check in a concrete way how they are performing. Our this module will provide two different way to manage survey first is just send survey form on customers email and filled by customer and 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 uncomplete survey form. Also, you can send a survey to direct customer emails.

Videos

Features


Easy to share survey form to the customer by email.

Easy to resume postponed survey form.

Easy to print survey form from customer.

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 for 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 'Survey Answers' tab.

In the customer, you can see the result of all surveys in the 'View Result' smart button.

No special configuration required, install it, use it.

This module saves your important time.

It reduces human efforts.

Version


v14.0.3 (21stJuly 2022)
  • Fixed Minor Bug Fixed
v14.0.2 (1st July 2021)
  • Update Updated For Latest Odoo Patches
v14.0.1 (24th February 2021)
  • Initial Release

Select survey form in the customer. Smart buttons like 'Start Survey','Print Survey', 'Share and Invite by Email', 'View Results'.


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


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


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


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 click 'Print These Answer'.


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Help & Support

You will get free support for 90 days and assistance in case of any issues


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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Answering without login
by
alessandro.fiorino@digitaldomus.it
on 9/4/22, 6:48 PM

Will the module works also if the surveys are configured as without login and the customer doesn't log in before filling the answers ?

Re: Answering without login
by
Softhealer Technologies
on 9/5/22, 2:36 AM Author

Yes it works without login if there is option not ticked "Login Required" in survey setting