Few different ideas here, use cases to follow:
- Allow adding people to a "list" to send a survey
- Sometimes we send out surveys not related to a particular training request. For example, we send out surveys about training that people in our department take. I'll search for a subset of the users in the client tool, select them, and then send the training follow-up survey. But, if I scroll from page to page, I lose those who I had previously selected. So I can only send one page of people at a time. If we had a "list" of people that I could "add" people too, then I could build my list, and then send my survey.
- Allow bulk uploading/sending of survey.
- Similar to above, if we could upload a csv of names/email addresses to send out surveys too, that would be great. Even if this was limited to their WHD username, that would help solve the first problem above.
- Allow sending surveys from the ticket screen.
- So, one of our units sends out a survey every semester to anyone who requested service over the last semester. They do this instead of sending a survey at the end of the service. Their survey is also a little broader than the service request, so maybe that is appropriate. Anyway, if I could convince them to use WHD, it would be great to select all clients that submitted tickets over a time range, and then send them a survey. But the client page doesn't allow you to search/filter on ticket attributes, and the ticket screen doesn't give this ability to select a bunch of tickets and send a survey. So either of those features would be welcome.
If any of that is already possible, let me know, because I would love to use it.