The SourceLink® survey module allows an organization to quickly and easily create on-line and paper surveys that can be used to track economic data, business progress, referral follow-ups and more. Because it is integrated with the client tracking system, SourceLink can incorporate information from a client record into a survey, and pull information from survey responses into a client record.


This section explains Survey Responses. Find more information in


The Sent Surveys tab of an individual survey allows you to monitor who has responded to the survey.



A Star indicates that the survey has been completed. To enter results for an individual, select Enter Results under Options. The survey will open. You can complete the survey for that person (perhaps you have called them and can enter results as they answer the questions.) Click Submit Survey when you have finished entering responses.

You can print an individual survey by selecting Print under Options.


Print All allows you to print specific items: