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Text boxes 1-5 for an invoice will now accept up to twenty characters; text boxes 6-15 still accept

up to ten characters

Text boxes 1-5 for an invoice, will now accept up to twenty characters. Text boxes 6-15 still accept up to ten

characters.

Added capability to do a marketing survey after a sale

The capability to do a marketing survey after a sale was added.

Reporting for market survey

A Survey Performance Report will group the responses by the QuestionID. The QuestionID, full text of the

question and a count of the total number of responses will be summarized for each question. Then, the response,

count, percentage, sale total, and average sale total will be displayed for each response value for the given question.

The reports should be able to be filtered by Survey, Question, Date Range, Operator, and/or Salespoint/Salespoint

Group. Finally, there is the ability to export the raw data. Additionally, a security setting is needed to be added for

accessing the Survey Report.

Two new menu items in SysManager > Activities > Item/Sales Lists

There are two new menu items in SysManager > Activities > Item/Sales Lists that support the new Marketing

Survey functionality, "Surveys" and "Questions for Surveys". Choosing the "Surveys" menu option will allow the

user to create new surveys or edit existing ones via the Survey Edit Form. The surveys are configured as described

below and then assigned to salespoint groups to be administered at the conclusion of a sale. Choosing the

"Questions for Surveys" menu option allows the user to create the questions to be asked and responses, if

applicable, for the surveys.

The Survey Edit Form consists of three tabs: General Info, Questions, and salespoint Groups. On the General

Info tab the user will set a description for the survey, set the number of questions to be asked when the survey is

administered at the salespoint, set at what frequency the survey will be administered at the salespoint (e.g., every

third sale, or every tenth sale, etc.), set whether the questions will be asked sequentially with each survey or in

random order and set whether or not to collect the zip/post code with the survey. Finally, there is an Inactive check

box - leaving this box unchecked will make it so that the survey is an active survey, while checking the box will be

equivalent to "hiding" the survey, and it will be inactive or unavailable for use at salespoints.

The Questions tab of the Survey Edit Form displays a listing of all questions created using the "Questions for

Surveys" menu option (described in detail below). The user will move questions from the All Questions list to the

Questions for this Survey list in order to link the questions to that particular survey. The user has the option of

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AutoCommand 20036 Guía de instalación Pagina 90