I need some guidance on the best approach how to survey our field
contacts using a dataset from an Access database.
Basically, I have a dataset that lists policy number, agency number,
status (either issued or closed), etc.
I want to be able to send a simple survey to each agency based on their
policies that allows them to indicate why the case was closed (if
indeed the status is closed). The desired result would have a dropdown
with predefined reasons as to why a case went closed (i.e. customer
found better offer, declined by agency due to medical concerns, etc)
What would be the best tool to do this? Basically I need to send this
dataset out to the field so the can respond to their policy numbers.
We could send this request to our IT department to see about creating a
custom web based form, but I wanted to see what other options I had.
I tried creating on the fly Excel workbooks for each agency listing
their policies and giving them a dropdown to "answer" why a case went
closed. Then I developed an import function to read the responses.
This worked fairly well, but we had multiple issues: Not everyone had
Excel, some people altered the Excel workbook (even though it was
protected!) and thus the import process failed, etc etc.
I've heard of a product called Survey Pro that I am researching.
Anyone used this? Comments?
Any other suggestions would be helpful.
Thanks
Brian
