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