1. Customize Questions for SD Form
You can customize the available questions while registering a new visit on the Site Visit Digitalization panel accordingly. These questions can be customized project-wise.
I. Log in to the mandate panel and navigate to the specific project for which site registration questions need to be edited.
II. Scroll down and click on the 'Edit Lead Questions' button.
III. A 'Settings' page will open having all the questions. Here, you can select the questions you want to keep in the SD form by clicking on the checkbox against 'On for SD'. It can also be made mandatory, by selecting the 'Mandatory for SD' checkbox.
Note: Customization on Lead Question Settings only can be done by Marketing and Strategy Team POCs.
IV. Click on the 'Save' button once all the questions are selected for the SD form.
2. Modify the Answer Options for the Selected Questions for SD Form
The options for answers can be modified for several questions of the SD Form. You can do this by visiting the Global Settings Page.
I. Go to the Global Settings page.
II. On this page, you will find all the answers to the questions from the Site Visit Digitalization form.
III. Here, you can add the options for any questions.
For example, in the 'Salutation' section, you can add a new Salutation option by clicking on the 'Add Salutations' button.
Then you can add the 'Salutation' in the pop-up and click on the 'Create' button.
Note: Customization on Global Settings only can be done by Tech Team.