Vendor Performance Surveys can be sent manually to:
Closed matters
Open matters
How to Manually Send a Survey
Go to Vendors
Select Vendor Performance
Click Setup
Use the filters to locate the relevant matters
You can filter by Matter Status (Open or Closed)
Select the checkbox next to each applicable matter
Click Send Survey to Selected
The surveys will be sent to the assigned internal matter leads.
Access
Role | Can Manually Send Surveys? |
Admin User | ✅ Yes |
Overview User | ❌ No |
Department Overview User | ❌ No |
Ordinary User | ❌ No |