Solved

Salesforce.com; what is the best way to display/capture a list of questions and answers and tie it to accounts?

Posted on 2010-08-18
1
257 Views
Last Modified: 2013-11-24
Hi Experts,

I have a list of questions (5 to 10 of them) I would like our customer service reps to answer for each account in salesforce.com. What is the best way to accomplish this?

Here is an example; Stated reason for using our products within your corporate strategy? A text box would be provided for the CSR’s to enter the answer.

This is basically a survey each CSR is completing for each account they own.

Thanks in advance,

Jeff
0
Comment
Question by:jswan
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
1 Comment
 

Accepted Solution

by:
jswan earned 0 total points
ID: 33475018
I solved my issue by creating a template in MS Word and then saving it as an attachment to each account.
0

Featured Post

Enroll in June's Course of the Month

June’s Course of the Month is now available! Experts Exchange’s Premium Members, Team Accounts, and Qualified Experts have access to a complimentary course each month as part of their membership—an extra way to sharpen your skills and increase training.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

In our personal lives, we have well-designed consumer apps to delight us and make even the most complex transactions simple. Many enterprise applications, however, are a bit behind the times. For an enterprise app to be successful in today's tech wo…
These days socially coordinated efforts have turned into a critical requirement for enterprises.
There's a multitude of different network monitoring solutions out there, and you're probably wondering what makes NetCrunch so special. It's completely agentless, but does let you create an agent, if you desire. It offers powerful scalability …
Do you want to know how to make a graph with Microsoft Access? First, create a query with the data for the chart. Then make a blank form and add a chart control. This video also shows how to change what data is displayed on the graph as well as form…

687 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question