Update Client Information

Here you’ll learn how to update contact or project information for clients who have already been entered into GuildQuality. Click if you need to learn how to add clients to your surveying account.

Update Contact or Project Information

You can either search for a specific client in the search bar on the far right of your navigation bar, or hover over the “Customers” tab and select Surveys to pull up a client list for the past 12 months and upcoming 3 months. If you need to go backward or forward further in time, click the red X next to START and/or END Date on the right side of your page.

Find your client(s) in the list and click on their name in bold to access their Homeowner Profile, which contains all of their project and contact information that you included with your original submission.

Follow the steps below to properly update information:

For contact information:

1. Under the “Contact Information” header, click the “Edit” button to activate the email and phone number fields.
2. Update the contact information as needed, and click “Save”. If the survey is still In Progress, the system will automatically use this information to attempt completions of your surveys. If it is No Response, please email support@guildquality.com to have another survey issued at no charge.

You can determine if you have any customers with missing or invalid contact information from within your account:

1. Hover over the “Customers” tab and select Surveys to pull up a client list.
2. On the right near the top of the options menu, you’ll see an option called “Missing Contact Info”.
3. Set this field appropriately
4. Click the orange “Filter Surveys” button.
5. Follow steps above to update any invalid or missing contact information for each client. *Pro-Tip: Hitting the “Back” button on your browser will return to your previous search.

For project information:

1. Under the “Project Filters” and/or “Project Information” header, click the “Edit” button to activate your reporting fields.
2. Update the project information as needed, and click “Save”. Your reporting may take 24 hours to reflect any changes.

You can determine if you have any customers with missing project information from within your account:

1. Hover over the “Customers” tab and select Surveys to pull up a client list.
2. Under any given Filter Field on the right options menu, click into the white box to open a dropdown.
3. Select “None Listed”, if available, and then “Filter Surveys”. *It’s best to do this one filter at a time.
4. Follow steps above to update any incorrect or missing project information for each client. *Pro-Tip: Hitting the “Back” button on your browser will return to your previous search.