Introduction
- Contacting Zoho
Getting Started
- SupportCenter Plus Users
- Importing Support Reps
- Importing Accounts & Contacts
- Email and Mail Server Configurations
- Configuring Business Units
- All Business Units
  - Custom Views
  - Search Requests
- Customer Portal Settings
Home Page
- License Expiry Alert
- Dashboard
- Log a Call
- My Tasks
- Publishing Announcements
- Notifications
- Technician Availability Chart
- Reminders
- Preferences
- Feedback
Search
- Advanced Search
Requests
- Requests List View
- Requests Based on Filters
- Custom View
- Customize Requests List View
- Search Requests
- Creating New Requests
- Auto CC Recipients
- Editing Requests
- Deleting Requests
- Trashing Requests
- Closing Requests
- Merging Requests
- Request Collaboration
- Assigning Requests to Support Rep
- Archiving Requests
- Request Details Page
- Request Conversations
- Start / Stop Request Timer
- Adding Notes
- Adding Attachments
- Adding Tags
- Adding Reminder
- Move Request across Business Units
- Duplicate Request
- Link Requests
- Printing Requests
- Mark as First Response
- First Call Resolution
- Canned Responses
  - Add New Canned Response
  - Editing canned Response
  - Deleting Canned Response
  - Replying Via Canned Response
- Adding Resolution
- Search Solutions
- Submit for Approval
- View Contact Details
- View Requests by Contacts
- Replying to the Contact
- Forwarding Requests
- E-mail the Support Rep
- SMS the Support Rep
- Importing Requests from XLS file
Solutions
- Solutions List View
- Solutions Based on filters
- Custom Views
- Customizing Solution List View
- Search Solutions
- Adding New Solution
- Solution Details Page
- Rating and Comments
- Editing Solutions
- Deleting Solutions
- Forwarding Solutions
- Submit for Approval
- Approve/Reject Solutions
- Managing Topics
- Move Solution Topics across Business Units
- Browsing Solutions by Topic
- Topics Template
- Expired Solutions
- Importing Solutions from XLS file
Contracts
- Contracts List View
- Contracts based on filters
- Custom Views
- Customizing Contracts List View
- Search Contratcs
- Creating New Contract
- Contract Details Page
- Editing and Deleting Contracts
- Renewing Contracts
- Printing Contracts
Products
- Products List View
- Adding New Products
- Editing and Deleting Products
- Marking a Product as Inactive
- Importing Products from CSV file
Accounts
- Accounts list view
- Accounts based on Filters
- Custom Views
- Customizing Column View
- Search Accounts
- Adding New Account
- Accounts Details Page
- Editing and Deleting Account
- Copy Accounts to Business Units
- Marking an Account as Inactive
- Assigning Topics Template to Account
- Importing Sales Details from CSV file
- Importing Accounts & Contacts from CSV file
Contacts
- Contacts List View
- Contacts Based on Filters
- Custom Views
- Customizing Contact View
- Search Contacts
- Adding New Contact
- Contact Details Page
- Editing and Deleting Contacts
- Reconcile Contacts
- Associating Accounts with Contacts
- Unapproved Contacts
- Registered Contacts
- Copy Contacts to Business Units
Activities
- Activities List View
- Viewing Activities based on Filters
- Customizing Activities List View
- Searching Tasks and Events
- Adding New Tasks
- Viewing Tasks
- Adding New Events
- Viewing Events
Timesheets
- Viewing Timesheets
- Billable, Non-Billable and Billed Timesheets
- Exporting Time Entries to QuickBooks
- Deleting Timesheets
Admin Configurations
- Main Settings
- Helpdesk Settings
- Account Settings
- Contract Settings
- User and Related Settings
- User Survey Settings
- Organization Settings
- Integration & Add-ons
Reports
- Pre-defined Reports
- Custom Reports
- Viewing Reports
- Query Reports
- Scheduled Reports
- Report Settings
- Exporting Report
Dashboards
- Dashboard Widgets
- Viewing Dashboards
Mobile Client
iPhone App
Integrations
- External Action Plug-in
- JIRA Integration
- ServiceDesk Plus Integration
- Zoho CRM Settings
- Salesforce CRM Settings
- Zoho Reports/Analytics Plus Integration
- ServiceDesk Plus Cloud Integration
- Asterisk CTI settings
API
- API Settings in SupportCenter Plus
- General Operations
- Request Related Operations
- Account & Contact Related Operations
- Solution Related Operations
- Contract Related Operations
Personalize SupportCenter Plus
Appendix
- Support
- System Log Viewer
- Contacting ZOHO Corporation

Sending a Survey

On closing a request, the survey form is sent via email to the contact to rate the customer satisfaction. The survey form is sent to the contact based on the configured Schedule Survey Settings.

Note

note

The following are the conditions to send the survey form

1. Either a support rep or administrator should have logged in.

2. The request must be closed.

3. The User Survey option must be enable in the Survey Settings.

survey-mail-link

Click on the link to open the User Satisfactory Survey page,

usersatisfactionsurvey-page

Once the contact has answered the survey questions and hit the Submit button, the result of the survey is listed under Survey Results. Once the survey is submitted the response cannot be changed.