Repetitive administration tasks can take you away from the activities that help grow your business. Using Questionnaires not only saves you time by simplifying the information gathering process, but also ensures you meet your compliance responsibilities.
How do I create a questionnaire?
Open the Admin app and select CRM Settings from the main left-hand menu.
Click on Questionnaires in the top menu.
Click the + button to open a new tab.
Give your questionnaire a Name.
Include any relevant details about the questionnaire in the Details
Add the required Modules. Each module name represents a page within a questionnaire.
You can select the appropriate section from Client Centre for each module.You can adjust the order and assign icons to each module.
Add the required Questions for each module. Each question represents a question on that page.
Your changes will be saved automatically as you go.
Tick Active to make the Questionnaire available to users.
Close the tab to exit the Questionnaire.
Note: All modules will be grouped together by the selected Client Centre Section. The Applicants Client Centre Section will always be the first section.
If the Client Centre section is not selected, those questions will not appear in the Client Centre.
How do I edit a questionnaire?
Open the Admin app and select CRM Settings from the main left-hand menu.
Click on Questionnaires in the top menu.
Double click on an existing Questionnaire to open it.
Add, delete or edit the required Modules.
Add, delete or edit the required Questions for each module.
Your changes will be saved automatically as you go.
Close the tab to exit the Questionnaire.
Question types
Note. You will need to log out of Mercury Nexus for the changes to take effect.