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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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