About the Case Survey Methods Form

This service stores the set of survey methods that are available from the Case Survey Method drop-down list on the Cases form. Each record corresponds to a method used to survey customers concerning how a case was handled by the organization.

Attachments Tab

The Attachments tab lists any files relevant to the Case Survey Methods record.

General Tab

Name (required)

The name of the Case Survey Methods.

Description (required)

A description of the Case Survey Methods.

Rank

Specifies the rank of a survey method relative to other survey methods. The available results are shown in rank order from lowest to highest in the Case Survey Method drop‑down field on the Cases form.

Related Topics

Using Case Management

Managing Cases

Managing Issues