Administrator Guide › Configuration › ISO settings
Overview
Use Customer Satisfaction Survay to maintain the ISO settings used for customer satisfaction survey configuration. Administrators use this area when establishing survey configuration records and when maintaining the rating types and questions associated with the survey. The page is available from the ISO settings configuration area.
Before you start
Sign in to the application before accessing this page. Ensure that the Configurations navigation area and the ISOSettings option are available to your account.
Note: The configuration form enforces required information. Complete all required entries displayed by the form before proceeding.
Steps
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Navigate to Configurations > ISOSettings > Customer Satisfaction Survay.
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Review the existing customer satisfaction survey configuration records. The page displays survey-related records, including records associated with deliveries that have the Delivered status.
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Select New to add a customer satisfaction survey configuration record.
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Select Rating types to maintain the rating types used by the customer satisfaction survey.
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Select Questions to maintain the questions used by the customer satisfaction survey.
Warning: If the form displays the message “Just '_' '-' And '.' Characters Accepted”, enter only underscore (
_), hyphen (-), and period (.) characters in the affected entry.
Troubleshooting
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You cannot open Customer Satisfaction Survay → You are not signed in → Sign in, then navigate to Configurations > ISOSettings > Customer Satisfaction Survay.
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The form displays “This Field Is Required” → Required information has not been completed → Complete the required entries displayed on the form.
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The form displays “Just '_' '-' And '.' Characters Accepted” → The entered value contains unsupported characters → Replace the value with underscore (
_), hyphen (-), or period (.) characters only. -
You need to maintain survey scoring or survey content → The required configuration area has not been selected → Select Rating types for rating configuration or Questions for question configuration.
Result
The Customer Satisfaction Survay configuration area is available for maintaining survey records, rating types, and questions.
Related pages
- Configure Questions
- Configure 2 Factor Authentication
- Configuration — Learning Path
- Configure Rating Types
- Configure Account Managers
- Configure Attachment Categories
- Configure Branches
- Configure Flags
- Configure Frequent Currencies
- Configure Market Segments
- Configure Product Types
- Configure Products
- Configure Custom Fields
- Configure Dashboard settings
- Configure Dynamic Validation
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