You can provide a online questionnaire for your client to answer. This can help with the collection of important information in the pre-tax filing data collection process.
First you need to set up and configure the Questionnaire. Setup > My Company > Information & Settings menu > Integrations button > Portal tab. Then, use the “Add or Edit Questionnaires” button to access your questionnaires. This will open the Questionnaire Editor.
Here, you will be able to create new questionnaires or manage existing ones. When you are beginning, you will need to create a new questionnaire by clicking the “Create” button below the Available Questionnaires list. Name your questionnaire and click “OK.”
If this questionnaire will only apply to specific entity types, select these types from the list in the bottom left corner. You also have the option to require a signature from your client and allow them to skip the entire questionnaire.
Questionnaires are built by adding questions from your list of Available Questions. This list is not specific to this particular questionnaire and will be available to add to any other questionnaire. The Chosen Questions will be the questions that the client will receive on this specific questionnaire.
To add questions to your database, click the Create button below the Available Questions list. This will ask you to name your question and then open the Question Editor.
In the same manner that questionnaires are built with questions, questions are built with answers. The Available Answers is a list that is shared with all questions. To create an answer, click the Create button below the Available Answers list.
When you have created an answer, you will be able to add it to your Chosen Answers for the current question. Adding the answer will allow you to select whether or not to “Require Input.” This will require your client to enter a reason for this specific answer. You can give your client directions by entering them in the “Input Desc” field.
In the event that you need to reorder your questions or answers after you have added them to your questionnaire or question, you can use the arrows at the right of your chosen items to move them up or down the list.
You can also change the type of question by selecting from the Question Type menu to the left.
- Checkbox (mark one): Allows one selection to be made at a time from a list of options
- Checkbox (mark all that apply): Allows multiple selections to be made at a time from a list of options
- Combobox: Allows one selection to be made from a combo box list. The difference between this and Checkbox (mark one) is that a combo box's selected value is the only visible value until you click on the combo box.
- Textbox: Requires user input
After you have built your questionnaire, you can preview it by clicking the “Save & Preview” button. This will launch your web browser and allow you to interact with the questionnaire as a client would.
Questionnaires can be sent by going to Contacts>Send Remote Questionnaire
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