Customer Surveys and Notices

Daily Checklist

Use the Forms Designer to create custom forms for taking customer surveys or notices to provide customers with additional information when changes are underway. Then, use this report to select which customers will be included in the group who will receive the customer survey/notice. You can send surveys and notices for an individual or group.

You can use a customer notice to

help locate assemblies,
know where an install is located, or
update current assembly information.

Printing customer surveys and notices

Set up the report properties to print surveys and notices.

Do this...

1. Open Connect Backflow Management > Reports > Customer Surveys/Notices.

2. Select a report title.

3. Now, set up the report options. If you need more information, each of the options listed in the report is listed in the following sections.

What if I only want to send the survey/notice to a single customer? Change the customer.customer number value to a single customer number. If the customer.customer number is {Prompt for value}, the report will prompt you to enter the customer range.

4. Click Print (CTRL+P).

The surveys and notices print.

2019.05

Options

Due date

Set the due date that will print on the form.

Do you want to use the month end as the due date?

Yes, I want to use the month end as the due date. Continue to the next step.
No, I want to use a different date as the due date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

Forms

Select the form layout that you will use for printing.

Do you want to use the current form?

Yes, I want to use the current form. Continue to the next step.
No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Locations with/without assemblies

You can print forms for locations with assemblies, locations without assemblies, or both.

Which locations do you want to include?

I want to include locations with assemblies. Click to select the Locations With Assemblies checkbox.
I want to include locations without assemblies. Click to select the Locations Without Assemblies checkbox.

Mailing date

The mailing date is the date the statement will be sent. If the last sent date is being updated, this is the date that will be updated to the Last Survey Date field in the customer's record.

Do you want to use the current date as the mailing date?

Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

Services

Filter the report by service.

Do you want to include customers with services?

Yes, I want to print surveys/notices for customers with services. Use the Selected Services tab to select the Include All Services checkbox.
No, I only want to print surveys/notices for customers with a specific services. On the Selected Services tab, deselect the Include All Services checkbox. Then, click the Select button, located next to the Include All Services field.

Update customer's last survey sent date

The Last Survey Date is the last date when the last survey or notice was sent to the customer. You can update the date that displays in the Last Survey Date field in the customer's record.

Do you want to update the customer's record?

Yes, I want to update the Last Survey Date in the customer's record. Select the option to Update Customer's Last Survey Sent Date. Then, verify the date in the Update Date As field.
No, I do not want to update the Last Survey Date in the customer's record. Clear the option to Update Customer's Last Survey Sent Date.