Type in the Person Name field to enter the first name and last name (or partial names) of the person you want to find:
Tap to search for
matching persons in the Vineyard database:
Tap any listed person to open and edit it:
Click Save & Edit Company to store the changed person and proceed to editing the employer company:
If the employer company has a connected questionnaire or there is a default questionnaire then it will open and you can collect customer feedback:
After you save the questionnaire, an event will be created which you can use to browse saved answers in Vineyard: