How to review an evaluation of customer satisfaction?
- Enter the "Customer Satisfaction" module from the left sidebar.
- Click on the "Review Evaluation" button in the process flow.
- A list will appear with all the evaluations pending review. Click on the "Actions" and "Details" button for the evaluation you want to review.
- Analyze the information and enter your review comments.
- Select whether the evaluation has been approved or failing based on the score by clicking on the corresponding button

You can directly access it from the notification panel by clicking on it.
If you approve the evaluation, an email will be sent to the evaluator to inform them, and the evaluation will be closed.
If you disapprove the evaluation, it will move to the action-taking stage, and an email will be sent to the evaluator to inform them.
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Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Perform evaluation” button in the process flow. Select the client that will evaluate their satisfaction, as well as the quality manager who will review the evaluation. ...
How to send a customer satisfaction survey by email?
Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Send by email” button at the top of the process flow. Select the quality manager who will review the evaluation. Choose the customers who should answer the survey. Select ...
How to take actions and close an evaluation of customer satisfaction?
Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Take Actions” button in the process flow. A list will appear with all the evaluations pending actions, click on the “Actions” and “Details” button for the evaluation you ...
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Enter the “System Settings”, identified by a gear icon at the top right corner. Click on the “Drop-down lists” button and scroll to the “Customer Satisfaction” module. Click on “Evaluation”, where you´ll see a list of all evaluations currently set ...
How to review a supplier evaluation?
Enter the “Supplier Evaluations” module from the left sidebar. Click on the “Review evaluation” button in the process flow. A list will appear with all the evaluations you need to review. Click on the “Actions” and “Details” buttons for the one you ...