Scoring for Survey
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-com-0036-scoring-for-survey-6540$ 100.00
Availability |
Odoo Online
Odoo.sh
On Premise
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Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Surveys (survey) |
Lines of code | 108 |
Technical Name |
fal_survey_notification |
License | OPL-1 |
Website | https://www.cluedoo.com/shop/lic-clu-set-com-0036-scoring-for-survey-6540 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Surveys (survey) |
Lines of code | 108 |
Technical Name |
fal_survey_notification |
License | OPL-1 |
Website | https://www.cluedoo.com/shop/lic-clu-set-com-0036-scoring-for-survey-6540 |
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
CLUEDOO BEHAVIOR
Cluedoo introduces an improved feature that links the survey score directly to the participant's profile after they complete the survey. A message is automatically sent to inform the participant about their score. Furthermore, Cluedoo adds a Survey smart button in the participant's profile, allowing them to easily review the surveys they've completed and check their results.
MODULE +
CLUEDOO RECOMMENDATIONS
ââInstall on 100% of the database.
â â â â â â â â â â HOW TO USE THIS MODULE
1. Go to CRM > Configuration > Activity Types > Survey and choose a survey that you already created > Save e.g. I choose Burger Quiz |
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2. Go to Contacts > Choose the employee that will trigger the survey > Activities > Fill in the Activity Type and the Survey 's name will be automatically added > Assign the survey > Schedule |
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3. Click on Survey > Share > Send Note: Remember to check if the Recipients are correct |
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4. For participant, go to Settings > Technical > Email > Emails and you will see an invitation sent to you > Start Survey After you finish, click Submit or press Enter > Your score will appear on the screen
Note: The survey will pop out on a new tab |
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5. Head to Surveys > Choose the survey (e.g. Burger Quiz) > Participations and you will see that the Record has been linked to the person who sent out the survey and the participant's Score is visible as well |
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6. Click on Record , the participant's score has been sent to Doris Cole's profile for easy tracking |
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The survey's information can also be viewed on the Record 's profile via the Survey smart button |
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7. Click on Contact , the participant's score has been sent to their profile as well > More > Survey , all the completed surveys will be here for easy review Alternatively, you can click on View Survey Participation to see the one you just completed |
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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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