Overview:
This article provides step-by-step instructions on how to search for Customer Survey Answers associated with a specific Customer Survey Instance in Xvantage CRM. This process is helpful for quickly locating targeted survey responses by applying filters based on both the survey instance and the survey question.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM sidebar menu, navigate to Customer Survey and select Customer Survey Answers.
Ensure the view is set to Active Customer Survey Answers.
Click the Customer Survey Instance category.
From the dropdown, select Filter by.
Change the condition from Equals to Contains.
Enter the Customer Survey Instance Name in the field provided.
Click Apply. The survey answers related to the specified instance will now be displayed.
Click the Question category field.
Select Filter by. If the condition is set to Equals, enter the exact Customer Survey Question in the field.
Click Apply. The filtered list will now show the specific answers related to the selected question within the specified instance.