2020-03-20 20:00:14 +07:00
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==============================
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Gather Feedback from Customers
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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Finding out what your clients think about the experience they have with your company, can inspire
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you to have insights on how to improve your product/service, adjusting your business to fit
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their needs. It shows that you value their opinions and provides a reliable source of information
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to other consumers.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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Set up
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======
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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Go to :menuselection:`Project --> Configuration --> Settings` and enable *Use Rating on Project*.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/rating_project.png
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:align: center
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:alt: Enable the feature on settings in Odoo Project
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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| *Set Email Template to Stages* in order to define the template to be sent at a specific stage(s).
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| Choose an existing template or create one on the fly.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/rating_template.png
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:align: center
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:alt: Click on set email template and choose one in Odoo Project
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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Choosing the projects I want feedback from
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==========================================
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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| Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted
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projects to have the email template previously set sent, by the change of a stage or periodically.
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| Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate
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them to a customer, prospect or the rest of your team.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/customer_rating.png
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:align: center
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:height: 370
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:alt: View of a project's form to choose the customer rating in Odoo Project
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. tip::
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See the customer rating email sent under the *Log notes* of your task.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/rating_chatter.png
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:align: center
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:alt: View of the chatter and the rating email sent to the customer in Odoo Project
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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Get reports
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===========
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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Under :menuselection:`Project --> Reporting --> Customer Ratings` see ratings by task.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/rating_report.png
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:align: center
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:alt: View fo the customer rating report in Odoo Project
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2020-03-20 20:00:14 +07:00
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Clicking on the percentage of happy ratings over the last 30 days in the *Projects* overview,
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redirects you to your website with more rating details.
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2015-11-19 22:43:33 +07:00
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2020-03-20 20:00:14 +07:00
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.. image:: media/percentage_happy.png
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:align: center
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:height: 300
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:alt: Project overview shows the percentage of happy ratings in Odoo Project
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2015-11-19 22:43:33 +07:00
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