Batch addition of questionnaires allows for assigning a given questionnaire to serveral objects simultaneously. The functionality is available under [Generate] button, placed on the ribbon above the following lists:

• Customers/Vendors
• Employees
• Contact Persons
• CRM Activities

To add a questionnaire in a batch, it is necessary to:

• In Questionnaire field, select one of questionnaires assigned to a given object
• Add it to customers/vendors/employees/contact persons/activities selected from a list

In section Respondendt, select an employee who will answer the questions. To make a generated questionnaire available also from the level of the calendar, it is necessary to check parameter Add to te calendars of employees.

Add supervisors from customer/vendor form – this parameter can only be checked if a questionnaire is added from the level of customer/vendor list. After checking the parameter, the list Respondent gets deactivated and only supervisors of a given customer/vendor will be available as respondents.

Clicking on [Generate] button assings the questionnaire to selected objects. Assigned questionnaires can be displayed with the help of [List] button, available on the list of customers/vendors/employees/contact persons/CRM activities.