diff --git a/project/advanced/feedback.rst b/project/advanced/feedback.rst index 040118019..d7ce0c8de 100644 --- a/project/advanced/feedback.rst +++ b/project/advanced/feedback.rst @@ -1,3 +1,113 @@ ====================================== How to gather feedback from customers? -====================================== \ No newline at end of file +====================================== + +Overview +======== + +As a manager, it's not always simple to follow everything your teams do. +Having a simple customer feedback can be very interesting to evaluate +the performances of your temas. You can very easily gather feedbacks +from your customers using Odoo. + +An e-mail can be sent during the project to get the customer feedbacks. +He just has to choose between 3 smileys to assess your work (Smile, +Neutral or Sad). + +How to gather feedbacks from customers +====================================== + +Before getting started some configuration is necessary. First of all +it's necessary to install the **Project** application. To do so simply +go to the apps module and install it. + +.. image:: media/feedback01.png + :align: center + +Moreover, in the same menu, you have to install the **Project Rating** +module. + +.. image:: media/feedback02.png + :align: center + +Next, go back into the back-end and enter the project module. Select the +**Configuration** button and click on **Settings** in the dropdown menu. Next +select **Allow activating customer rating on projects, at issue +completion**. Don't forget to apply your changes. + +.. image:: media/feedback03.png + :align: center + +How to get a Customer feedback? +=============================== + +A e-mail can be sent to the customers at each stage of the ongoing +projects. + +First, you need to choose for which projects you want to get a feedback. + +Project configuration +--------------------- + +Go to the **Project** application, in the project settings select the +**Customer satisfaction** option. + +.. image:: media/feedback04.png + :align: center + +Email Template +-------------- + +Go to the stage settings (click on the gear icon on the top of the stage +column, then select **Edit**). Choose the e-mail template that will be used. +You can directly edit it from there. + +.. image:: media/feedback05.png + :align: center + +Here is an email example that a customer can receive : + +.. image:: media/feedback06.png + :align: center + +.. note:: + The customer just has to click on a smiley (Smile, Neutral or + Sad) to assess your work. The customer can reply to the email to add + more information. It will be added to the chatter of the task. + +Reporting +--------- + +You have a brief summary on the satisfaction in the upper right corner +of the project. + +.. image:: media/feedback07.png + :align: center + +How to display the ratings on your website? +=========================================== + +First of all it's necessary to install the **Website Builder** application. +To do so simply go to the apps module and search for the website +builder. + +.. image:: media/feedback08.png + :align: center + +Moreover, in the same menu, you have to install the **Website Rating +Project Issue** module. + +.. image:: media/feedback09.png + :align: center + +Then, you will be able to publish your result on your website by +clicking on the website button in the upper right corner and confirming +it in the front end of the website. + +.. image:: media/feedback10.png + :align: center + +.. seealso:: + * :doc:`claim_issue` + * :doc:`invoicing` + * :doc:`external` \ No newline at end of file diff --git a/project/advanced/media/feedback01.png b/project/advanced/media/feedback01.png new file mode 100644 index 000000000..9cb2b1f4e Binary files /dev/null and b/project/advanced/media/feedback01.png differ diff --git a/project/advanced/media/feedback02.png b/project/advanced/media/feedback02.png new file mode 100644 index 000000000..ce7f4a307 Binary files /dev/null and b/project/advanced/media/feedback02.png differ diff --git a/project/advanced/media/feedback03.png b/project/advanced/media/feedback03.png new file mode 100644 index 000000000..2d6be9254 Binary files /dev/null and b/project/advanced/media/feedback03.png differ diff --git a/project/advanced/media/feedback04.png b/project/advanced/media/feedback04.png new file mode 100644 index 000000000..53d5e791b Binary files /dev/null and b/project/advanced/media/feedback04.png differ diff --git a/project/advanced/media/feedback05.png b/project/advanced/media/feedback05.png new file mode 100644 index 000000000..10cfb33e5 Binary files /dev/null and b/project/advanced/media/feedback05.png differ diff --git a/project/advanced/media/feedback06.png b/project/advanced/media/feedback06.png new file mode 100644 index 000000000..7ad634e3d Binary files /dev/null and b/project/advanced/media/feedback06.png differ diff --git a/project/advanced/media/feedback07.png b/project/advanced/media/feedback07.png new file mode 100644 index 000000000..37d75e5fa Binary files /dev/null and b/project/advanced/media/feedback07.png differ diff --git a/project/advanced/media/feedback08.png b/project/advanced/media/feedback08.png new file mode 100644 index 000000000..40bb9d8cf Binary files /dev/null and b/project/advanced/media/feedback08.png differ diff --git a/project/advanced/media/feedback09.png b/project/advanced/media/feedback09.png new file mode 100644 index 000000000..ce7f4a307 Binary files /dev/null and b/project/advanced/media/feedback09.png differ diff --git a/project/advanced/media/feedback10.png b/project/advanced/media/feedback10.png new file mode 100644 index 000000000..a0d26db71 Binary files /dev/null and b/project/advanced/media/feedback10.png differ