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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
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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
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Question by:jswan
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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.
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