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Add or edit Customer Answers

Amend an answer to a custom question, and how to add a custom answer to a contract.

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Written by Ollie Denning

If your organisation uses the Custom Questions feature on your eDD pages or directly within Access PaySuite DDCMS, you are able to add to or amend the Customer Answers that appear within the Profile tab.

Add a Customer Answer

  1. Within the CUSTOMERS tab, find the customer by searching any of the fields.

  2. Click View Customer the eye icon. This opens the customer's PROFILE.

  3. Scroll down on the PROFILE tab to the Customer Answers section.

  4. Click ADD NEW.

  5. In the new window, from the dropdown menu, select a question.

  6. The answer field then appears, you can now add an answer and click SAVE.

Edit a Customer Answer

  1. Within the CUSTOMERS tab, find the customer by searching any of the fields.

  2. Click View Customer the eye icon. This opens the customer's PROFILE.

  3. Scroll down on the PROFILE tab to the Customer Answers section.

  4. Click ADD NEW.

  5. Click the pencil icon next to the answer you wish to amend.

  6. Amend the answer, then click SAVE to update it or DELETE to remove it.

📌Note: Answers to mandatory questions cannot be deleted.

You are then able to view your amended or additional answers from the Profile tab, or within standard or custom reporting.

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