Pending Tasks in SourceLink When client data securely comes into SourceLink from a web intake, survey, and/or e-mail, a Pending Task is created. Clients...
Saving Open Survey Response Log as Interaction Save a response log of accepted survey responses as an interaction. To setup #1 • On the Survey Options tab,...
Sending Automated Surveys – Closed Surveys You can now schedule surveys to be sent once OR recurring surveys to be sent daily, weekly or monthly. This...
Survey Acceptance – Closed Surveys The SourceLink® survey module allows an organization to quickly and easily create online and paper surveys that can be used to...
Survey Distribution – Closed Survey The SourceLink® survey module allows an organization to quickly and easily create on-line and paper surveys that can be used...