Client Feedback Tool FAQ
  • How To Documents
  • Reporting
  • Understanding and Guidance
  • Contact
  • Contact

Standard User

Helpful Instructional Documents for any user

  • Add Recipient to Active Survey
  • Alerts - Customize Personal Preferences
  • Categorize Sent Survey with Custom Tags
  • Change Your Client Feedback Tool Password
  • Create a Batch Report
  • Creating a Contact Group
  • Customize Personal Default Reminder Messaging
  • Customize Personal Default Survey Invitation Messaging
  • Customize Personal Default Thank You Messaging
  • Delete an Existing Survey
  • Document Follow-up
  • Edit Recipient Email in Active Survey
  • Export Contact Data
  • Export Project Data
  • Filters - Date Range
  • Importing Contacts
  • Importing Projects
  • Importing Survey Batch
  • Login - First Time
  • Login - Forgot Password
  • 1
  • 2
  • 3

Categories

  • Firm Administrator
  • Standard User
No results found

© Client Savvy 2025. Powered by Help Scout