Send a Feedback Request - Vendor

Access level: Any Member with permission to send a Vendor Survey

To send a Vendor feedback request through Client Feedback Tool:

1.      Ask > Send a vendor survey

2.      Step 1 Identify Recipient(s)

o   Individual Recipients (default view)

  Use the search box to find the recipient(s) and move them to the right side

o   Contact Group:

  Select Show Contact Groups in the left side bar

  Use the search box to find the Contact Group and move it to the right side

o   If Contact is not found, click Create a new contact

  Enter their First Name, Last Name, Email, and Client / Company

3.      Step 2 Identify a Project

o   Use the search box to find and select the appropriate project name/number

o   If Project Name / Number is not found, click Create a new project

  Add the Project Name and Project Number in the designated boxes

  Select your Project Group(s) and move to the right side

  Click create

4.      Step 3 Select Survey Template

o   Find the correct template and click the Select button on the right

5.      Step 4 Vendor Details

o   Default view: Shows list of Project Vendors to choose from

o   Click Show me my firms clients & vendors to see ALL clients/vendors available to firm

o   If your Vendor is not seen in either step above, click Create a new vendor

  In new window, enter Client/Vendor Company Name

  Click Create

o   Select Send an autoreport criteria

o   Select Sent an autoreport to criteria

Optional Steps

6.      Optional Review the Questions

o   Review survey questions

7.      Optional Schedule Survey for Later

o   Allows you to schedule the survey for a future date

8.      Optional - Select Recipient Options

o   Allows you to change the Deadline (close) date and Reminder date

9.      Optional Edit the Email Invitation

o   Allows you to edit the Email Invitation text

10.   Optional Edit the Thank You Message

o   Allows you to edit the Thank You Message text

11.   Click Send (or Add to Queue if you schedule your survey)