Questionnaires are used to conduct surveys during customer meetings.
A questionnaire is a hub objectAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case. which has a set of questions connectedVine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it.. In addition, it needs a sales person and customer connected.
The Summary view of a questionnaire includes the following panels:
For general information about object summary views please refer to the Summary View Overview chapter.
Shows basic information about the questionnaire:
ListsIn lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list. sales people connected to the questionnaire:
The “Results” panel lists statistics of customer answers for each question.
For each answer, there is a count of how many customers selected this answer. If there is not enough space for answer text and/or count then this information can be seen in a tooltipA short memo that appears when you place the mouse cursor on, for example, a toolbar button for some time. for this answer bar:
If a question is of a Free Text type or it includes a Free Text answer option then it has a Comments link. The Comments link name includes a count of free-text answers for the question. Click the Comments link to inspect all free text answers in a table view:
Lists connections, grouped by connection type, not available in other panes: