Custom Filters allow you to further organize your customer satisfaction survey responses and quickly access feedback for specific pieces of your customer projects.
By default, all companies have access to the following filters:
- Project Manager
- MSA Region/State
- Lot #
- External ID
- DBA Alias
- Square Footage
You can have up to 10 custom filters on top of the default filters. Your custom filters might include:
- Customer Care Reps
- Type of Projects
- Floor Plans/Elevations
- Brand of materials used (i.e. Shingles, Siding, etc)
NOTE: If you are uploading your own customers, please add your custom filter titles in Filter Admin BEFORE you upload your customer list, so that your columns map appropriately. Custom Filters only add value to your reporting if you include information for each filter when submitting your customer information for surveying.
Once you have your filters created and in use, you can define custom views in your reports to prioritize what you want to see.