Survey Edit - The Main Tab

When you create and save a new survey, you are taken to the Survey Edit screen. You can also reach this screen by going to Modules > Survey > Query and searching for an existing survey.

Survey Edit Toolbar buttons

The numbers correspond with the description of the toolbar buttons below.

1. Click the New button to create a new survey.
2. Click Save to save your current survey.
3. Click Query to retrieve other surveys.

4. Click Return to Query to return to the Survey Query screen.

5. Click View Log to review the Survey Results Log.

6. Click the Quick Print button to print this record.

7. Click Reload Original Values if you made several changes to the record, but you want to the fields to their original values before your changes.

8. Click Undo to undo your last action, or Redo to redo the last action you clicked Undo for.
9. Click Preview to preview your current survey in Internet Explorer.
10. Click Duplicate to launch the survey duplicate wizard.
11. Use the Arrow buttons to move between surveys.

12. Click the Properties button to launch the Advanced Survey Properties window (see below).

13. Click the Help button to launch TMS help.

Advanced Properties button

Click the Advanced Properties button to launch the Advanced Properties pop-up window.  In the Advanced Properties pop-up window, you can change the formatting of your survey.

1. Default Font - Choose Arial, Courier New, Tahoma, Times New Roman, or Verdana.
2. Font Size- Type in your font size in pixels.  Changing the font size here changes the font size on the email survey sent to the customer and on the survey.
3. Logo Image - Upload your organizations logo (maximum dimensions 300 wide x 200 high).