Surveys - Settings

Settings are customized by selecting the settings to be used according to the company's preference from the General Settings menu.

The color of the application is saved by selecting the preferred color.

Using the Stage Feature, it is shown what stage the surveys are in.

Communication becomes easier by using the e-mail sending feature.

By using Basic Component, multi-component use of the application is ensured.

Features can be defined for surveys using parameters.

Address text can be added to surveys using Address / Presentation.

Can be connected with other applications using Project Code.

Categories can be shown optionally in the Survey List.

Default Sorting; It can be sorted according to the information: No, Survey Name, Survey No, Survey Date, Registration Date.

Multi-Language Support is available.

Languages to be used; Turkish, English, French, Spanish, Arabic

Default Language can be selected according to preference

Summary Page Options are shown;

-Contacts are shown

-Registration Information is shown

-The Address/Presentation is shown

Definitions are created for the stages of the survey records. These stage definitions make it easier to follow the survey by showing which stage it is at.

Example stages: Pending, In Process, Completed. Canceled

The Phase Definitions screen lists the Color, Phase Name, and properties.

A stage is added by pressing the Add New Stage button.

To add a stage definition, Stage Information and Stage Options information is entered. After all operations are completed, the Save button is pressed to save. The stage is edited by clicking on the added stage.

-General Information

In the General Information screen, Stage Name, Description, Order and Stage Options are edited.

-Stage Color

A color representing the stage is selected. The color representing the stage allows records to be easily separated in the lists according to their stages and status.

-User Authorizations

The user sees the records at this stage, receives notifications, can make stage changes, and is given authorizations that are selected according to preference.

Authorized Users

The authorized users' Name and Surname information is listed on the authorized users screen. By clicking on the authorized user, stage authorizations are edited.

-Editing Stage Authorizations

Authorized users are given authority at each stage to edit stage authorizations. After all operations are completed, they are saved by pressing the Save button.

This is the screen where Survey Cancellation Reasons are defined. The cancellation reason specified during the survey cancellation process is defined on this screen.

On the Survey Cancellation Reason screen, Order and Title information are listed in a table.

By clicking the Add New button, the reason for the survey cancellation is added.

To add a reason for cancellation of the survey, enter the Title and Order information. After all operations are completed, save by pressing the Save button.

This is the screen where categories are defined.

The Category screen includes Order and Title information.

By pressing the Add New button, a category is added according to the company's preference.

To add a category, enter the Title and Order information. After all operations are completed, press the Save button to save.

This is the screen where salutation/presentation information is entered.

Title and Presentation Text information is entered on the Salutation/Presentation screen. After all operations are completed, it is saved by pressing the Save button.

This is the screen where Mail Form Settings are made.

On the Mail Form Settings screen, the Order, Mail Form, and Mail Account information are listed in a table. It is edited by clicking on the Mail Form.

General information is edited on the Mail Form Settings screen. After all operations are completed, save them by pressing the Save button.

This is the screen where the parameters are defined.

In the Parameters screen, Order, Parameter Name, Keyword, Data Type information is listed in a table.

A parameter is added by pressing the Add New button.

To add a parameter, enter the Parameter Name, Keyword, Sequence Data Type (data type is divided into 6 items).

Data Type; Full-Line Text, Multi-Line Text, Multiple Choice Text (radio), Checkbox, Drop-Down Menu (combo), Location information is entered and saved.

Automatic Numbering ensures that a new number is automatically assigned to each new record in the surveys.

Fill in the Prefix and Suffix fields as desired or leave them blank.

Give a starting value to the Auto-Increment Number field. For example, if you give 1000, the following numbers will go as 1000, 1001, 1002...

When a value is entered, a preview is displayed on the right for information purposes.

On the Authorized Users screen, users are given the required authorizations and saved.