Muhammed NabeelOct. 26, 2018
Customer is the king. Satisfaction of customer is the big achievement in any business. One satisfied customer is worth than saying have lot of customers. But how we track customer feedback, customer rating. Without knowing customer mind, how we improve our services or products?
Odoo already considered the importance of customer and given the provision to rate customer satisfaction.
In order to show Project’s customer satisfaction on Odoo website, First, we need to gather feedback from the customer. To do so, install the Project Rating module.
Next, go to Project and select a project, then go to its settings:
Then check the customer email through the project setting itself and select the customer’s rating type as Rating When Changing Stages
Then edit the project's stages and set an email template on the stages on which you want to activate the rating.
There you have to give the Rating Email Template and select the Automatic Kanban Status.
After that, go to tasks and check whether the email id is given or not in the Extra info column.
Then change a task from one to another stage.
After this, the customer will receive a satisfaction survey email and he can give the feedback.
We can see the rating details on the right top corner of Task menu.
To see this feedback on a website we have to install the Website Rating Project module along with the website app.
Then go to Website, there you can see the Project Customer Satisfaction.
Clicking on that we see it in detail.
Project rating or project's customer satisfaction is one of the important feature of any project management erp or software. Odoo already include this feature in out of box. This helps to deliver good service or improve better service to your clients.
We expect that, you understood the importance of Customer Satisfaction in the success of a business and also how the Customer Satisfaction works On Odoo Website..