In-App Guide: You can follow an in-app guide to send a survey by clicking here.
What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Resolution Cases
- Licenses: Tax Resolution
A survey can only be sent after a resolution case has been created. For help, refer to the Create a Resolution Case article.
Use Client Surveys
1. Click Tasks and then Resolution Cases in the slide-out menu.
2. Select a relevant resolution case from the list.
3. Under the Work tab on the resolution case workspace, select Client survey.
6. Click Send to your client.
7. In the Client Portal window, click the checkbox in line with your client’s name and information.
If you wish to send the client survey to a new email address, type it in the Enter the email of a new person text box.
8. Click Send.
- The Client Portal window will close.
- A notification will load letting you know that Your survey was sent!
9. Click View survey to see your client’s progress.
Send an In-Progress Client Survey
1. Navigate to the Client Survey.
2. Click Send.
The Client Portal window will open.
3. Click the checkbox in line with your client’s name and email address.
If you wish to send the survey to a different email, click Add another person.
4. Click Send.
Resend a Client Survey
1. In the sidebar of the Survey screen, click Resend.
The Client Portal window will open.
2. Click the checkbox in line with the client’s name and email address.
If you wish to send the survey to a different email, click Add another person.
3. Click Send.
Fill Out the Survey Independently
1. In a new resolution case, navigate to Client survey.
2. Select Skip this, I'd like to fill it out myself.
3. To view the survey as a Practitioner or Client, select Survey settings.
Clients aren't able to access the Survey settings in their portal.