Assign specific contacts to one interviewer

Compatibility:IdSurvey 6IdSurvey 7

In IdSurvey you can assign specific contacts of the Contacts Management to specific interviewers using “Filter Builder”.

Instructions

Go to the “Interviewers” section, select and open the interviewer profile that you want to set filters for. On the top left of the screen, click on “Set Interviewers Filters” and you the “Surveys with filters” window will open. In this area you will see all the surveys where you have set filters for this interviewer.

Filter_interviewer

To set a new filter click on “Add filter” and select the survey where you want to set it from the list.
On Step 2 you will have to build the filter: using the same fields of Contacts Management you will have to decide which contacts will be displayed to this interviewer. In the example below, the interviewer John Doe will display only contacts that have the value “ES” on field “Field1”.

ATTENTION: When there are no more contacts that match the filter, the interviewer won’t be able to work on the survey anymore. If you need to delete the filter, just go back to “Surveys with filter” box and click on the “x” to remove it.

Schermata 2016-06-13 alle 12.09.11

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