ServiceDesk 4.7.24 Update 03/03/13

Edited

Survey-Limiter Option

If you're not using the SD-CyberOffice Survey system, you should be.  Its power is awesome.  The technician finishes a job (as registered within SD-Mobile), and within moments the customer is sent an email that expresses gratitude for the opportunity to be of service, and asks if the customer would not mind completing a super-quick, four-question survey (it's the "on-a-scale-from-one-to-ten,-pick-a-value" kind).  The survey is designed to give you enormous information on the basis of just those few questions, plus provides an excellent opportunity for you to turn things around on those rare occasions when your customer was less than happy (an optional comments section also gives you a source for very useful and pleasing kudos). 

Anyhow, among those who've implemented this survey system (and, of course, love it), some have had a little issue.  In particular, it is those doing service for Whirlpool.  The things is, Whirlpool does its own surveying.  When customers have already been surveyed by you, then get surveyed by Whirlpool too (whose surveys are not so blessedly short and quick), there is concern some degree of annoyance might arise, causing your customer to report on the Whirlpool survey less favorably than if they'd not already answered yours. 

That's where this new option comes in. 

In the ServiceDesk QuickEntriesTemplate (Shift-F1, pick a client, then click on "Edit"), there is a new checkbox:

There is one more thing.  You'll need to update to the current release of SD-MobileLink (Ver. 1.4.128).  Even though the survey system is a CyberOffice feature, it happens to be the SD-MobileLink program that sends the email invitations (it's because it's downloading of the tech's completion PVR, an SD-MobileLink function, that triggers such sending).  Prior versions of SD-MobileLink are not programmed to look to see if, for any given client, you have checked the above box in ServiceDesk, and to refrain from sending the survey in circumstances thereby made applicable.