CSM 10.4 Documentation

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Take a Customer Survey

The survey consists of five scored questions and two short answer questions. The survey originates after an Incident is closed. The Incident Customer (the survey taker) completes the survey in the Customer Portal.

To take a Customer Survey:

  1. Select the Take Survey link (the link will be sent via email).
    Tip: If you receive an error after selecting the survey link, sign in to the Customer Portal first and then select the survey link.
  2. Answer the questions.
  3. Select Submit.

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