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The following guide describes the relationship between questionnaires and Company and Officer profiles.
Create a new Case and open the questionnaires for the first time
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Update a questionnaire (after making changes to the company profile)
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Where is data stored after pulling it to the profile?
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Editing information in the Questionnaires tab of the company
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Closed Cases and Completed Questionnaires
Create a new Case and open the questionnaires for the first time
Upon opening the questionnaire in the Case, a confirmation pop-up will appear which asks whether data should be pulled in from the respective company/officer profiles. If confirmed, as much data as possible will be reused. If canceled, no data will be pulled over from the profile.
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Immediately afterward, a second pop-up asks whether data should be updated in the profile: If you click on “Update Profile,” the data from your questionnaire is pulled into the profile, overwriting all existing fields or adding new Custom Fields to the details. If you click “Cancel”, no data is put to the profile.
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