Ability to See Opportunities a Reviewer Questionnaire is Tied To

Recently, when updating a Reference Questionnaire, we were unable to tell which opportunities had linked to the questionnaire in their reference request questions. Having this available (or, as we've requested previously, having question/questionnaire libraries limited to your scopes) would help us ensure that updating a questionnaire wouldn't have negative, unintended consequences for other users utilizing the questionnaire.

  • Keith Brown
  • Jan 2 2020
  • Already exists
Client Name "shard name" wisc
Employee Name Keith Brown
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  • Keith Brown commented
    January 27, 2020 20:55

    Thanks Carrie - is there consideration for moving this into the reference questionnaire section so that users don't need to leave the system?

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  • Admin
    Carrie Goldberger commented
    January 24, 2020 15:23

    Thanks, Keith.

    In the Systems Report section of the product, there is a report called "Reference Questionnaires" - a report of which opportunities are associated with which reference questionnaires.

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