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Customer Survey

Tom S. shared this question 10 years ago
Answered

How can I print the Customer Surveys?

Comments (3)

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Can we come up with a way to print, not the surveys, but the customer training questions and answers?

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Currently, the surveys can only be printed individually from the lead's "survey" tab when you click to open the results in a new printable tab (next to the edit icon). I'll add your request about printing customer training to our list.

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Thanks, I ask because anything we can provide to insurers to help receive a favorable rating can potentially save us premium dollars.

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