How to Manage Feedback

Record client feedback and review satisfaction ratings in Feedback.

Recording Feedback

Choose Record Feedback, select the client and optionally select one of their projects.

• Overall rating is required, from 1 to 5. Communication, quality, timeliness and value ratings are optional. Leave them as N/A when no rating was given; N/A is not a one-star score.
• Feedback Date records when the feedback was received. It can be edited or cleared independently of the record creation time.
• Would Recommend can be Yes, No or Not Specified. An explicit No is preserved and shown in the feedback details.
• Comments contain the client feedback. Internal Notes are for your workspace and are not client-facing comments.

Reviewing and Updating

Search feedback or filter by overall rating. Open an entry to review its details, edit values or delete it after confirmation. Optional ratings, recommendation and notes can be cleared.