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- Open the Cases record, if not already opened.
- Click the Satisfaction tab.
- Enter the date the customer was surveyed about this case in the Date Surveyed field.
- Select the Case Survey Method from the drop-down list.
- This list displays records from the Case Survey Methods service.
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- for more details.
- for more details.
- Enter a numerical value that indicates how satisfied the customer is with the organization's handling of the case in the Satisfaction Rating field.
- An organization can define its own scale for this rating (such as 1 to 5 or 1 to 10).
- An organization can define its own scale for this rating (such as 1 to 5 or 1 to 10).
- Select the Case Satisfaction Level from the drop-down list.
- This list displays records from the Case Satisfaction Levels service.
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- for more details.
- Enter any relevant notes about the customer's feedback in the Satisfaction Notes field.
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- Save the Cases record.