Filter guides
Dashboard management
General A dashboard is a place where users can place elements, also called widgets. Users can have multiple dashboard views, and they can also be shared with the reporting group. The dashboard provides users with a quick view of things they like to follow, and it is a place for specialised elements like a widget […]
Home Page Charts
General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting options, so that you can determine the perspective for the report very carefully to meet your needs. The charts can be user-specific or you can share them with […]
Surveys – Basic Guide
General Surveys are used for various purposes, from gathering feedback to collecting and updating contact information in the CRM. This guide refers to the full survey editor that creates surveys that can be shared via a link. The editor can be used with a combination of mouse and keyboard, but it also supports keyboard-only inputs. […]
Surveys – General Settings
General The survey settings are divided into three parts. This article will go through the general settings, the page settings, and survey-wide question settings. The survey section guides you through the general settings of the survey. The general settings that are used for all pages and questions are made in the survey settings. For fine-tuning, […]
Surveys – Question and Element Settings
General In this guide we go through all possible settings the users have when adding questions and elements to the survey. To learn more about the Survey editor, check this guide here. Surveys support ten elements — seven question types and three special elements. Each question and element has special settings that can be modified. […]
Surveys – Question and Element Types
General Surveys support ten elements — seven question types and three special elements. In this guide, you’ll learn how to add these to the survey and see examples of the most common use cases for each element. To learn more about the Survey editor, check this guide here. For more information on the different question […]
Surveys – Setting up a new survey
General In the surveys module, it is possible to create different surveys that can be sent to users via email or during mass event registrations. This guide explains how you create a new survey in the Survey module. You can find the instructions for the survey editor here. Instructions for surveys made specifically for mass […]
Surveys – Survey Editor
General In the survey editor, you can create the survey by adding the questions and adjusting the survey settings on the whole survey and each page separately. You can also customise the survey theme to personalise the layout of the survey. Each question can also have its own individual settings. We will now introduce the […]
Surveys – Themes
General Theme editor allows users to use and edit different themes, so the surveys represent the wanted brand or look. The editor has basic and advanced settings, which we will explain in this guide. It is good to note that you are not able to adjust the look of the element if it is not […]