Survey Advisor Areas Overview

The Survey Advisor main menu contains a single option that allows you to review and conduct your assigned surveys.

The Survey Advisor main menu for survey takers.

NOTE: The menu page is customized for your company’s implementation.

Tapping the Surveys area button leads you to two options:

  • All Surveys displays a list of all surveys that are assigned to you.

  • Surveys by Customer displays a list of customers with active surveys assigned to you. If there are none, this button does not display.

The Surveys menu in Survey Advisor.

You can review and conduct your assigned surveys from either area.

TIP: Tap the Sync button at the bottom of the screen to download the latest data and upload your completed surveys.