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Go to: Transactions > Reports > Transaction- 121QA Survey
By default, transactions with a firm status are filtered.
Select your client from the list or use the search bar.
Once you have located your client and transaction, click on the “Plus Sign” on the left side.
Parameters for the survey must be completed before submitting.
Once the survey has been sent, the status will be updated.
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You have the ability to cancel the survey before the client begins. Once they have started it can’t be canceled. |
Once the survey has been completed by your client, you will be able to view the results simply by clicking on the client's name.
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For more questions related to 121QA Survey’s, please contact their customer service centre