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?
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?
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
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
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
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?