Contact Card (can we create reports based on question in customer card)

Deall all,

we you open a new cutomer card, you will fine a field called (lines) where you can add questions in it.

my question is that can you creat reports based on the questions that you hae added to those line?

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Yes, we can…

Use Contact Profile Answer table as dataitem in report…

Hi Mohana,

can you tell me how to creat new question?

i tried to create new profile , but I don’t know how to create new questions in them?

Is your requirement to create report using those questions?

or to create new question?

well I want to:

1- Creat new question under a new Profile questionnaire code.

2- I want to be able when creating a new contact (customer or company) to be able to choose a new Questionar list which I have customized my self…

3- I want to create reports based on those new questions :slight_smile:

Go to

Administration–>Aplication setup–>Sales & Marketing–>Profile–>Questionaire Setup…

Chose Profile Questionaire Code from lookup and modify…

Yes I did & I already created a new profile called Stell. but the problem now is that I cant see in the (profile questionnaire code list) whille creating a new customer card

May I know the steps you are following while creating customer card…and lookup…

well, I can edit the old profile , and after I edit them i can see my updates :slight_smile:

but when I create a new profile I cannot see it. nut lets say i will stick with editing old profiles.

Did you set Business Relation Code to CUST?

This was the problem !!

I didn’t assign relation code :slight_smile:

Now after I cratated the questions I want , can you tell me how to create reports step by step ?

(I want the report to include the question I have just created for example)

Go to

Sales & Marketing–>Sales–>reports–>Contacts

Run Questionnaire - Handouts or Questionnaire - Test report.

see whether this what you need…

Thanks Mohana,

I have chosen (questioner test) and it displayed all questions for me. problem is can I ask for a report which will show me for example :

how much people answered question (1) with yes?

I guess there is no standard report for this.

You have to develop new report…

and how can I do so?

Read http://msdn.microsoft.com/en-us/library/dd338686.aspx