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Viewing Feedbacks and Updating Custom Fields

In Engage, you can always view a feedback in detail after its creation. Search for a feedback or search for an account that created a particular feedback, go to the Feedbacks page and click the feedback to navigate to the detailed feedbacks screen.

search for a feedback

Detailed Feedback Screen​

Within the feedback screen, firstly, you will be able to view:

  • Feedback created date.
  • Feedback creator name.
  • Feedback status including awaiting payment, instructed or cancelled. This depends on the feedbacks progress from time to time e.g. if the feedback payment is not done yet, then it will have the "awaiting payment" status.
  • Feedback Overdue number. Hover over it and you can see a timeline showing the feedback completion and instruction days as added in the scheme by the administrator.

feedbacks upper section

Secondly, in the Details section, you can see the information about the feedback itself including:

  • Feedback Scheme
  • Name on plaque
  • Fund dimensions (location, theme and stipulation)
  • Assigned price
  • Donated amount towards the feedback (if it is already done)

You can edit and update all the custom fields except for donations and scheme.

feedbacks details screen

Then, in the Ledger section, you can observe all the donations processed towards the feedback. If no donation has been made, then this part remains empty. You can also skim through the timeline of the feedbacks process starting from its creation till when its instructed and completed. Click the View Log button to open up the Log pop up screen showing the different stages of the feedback lifecycle.

view log + ledger screen

Updating Feedbacks Custom Fields​

In Engage, feedbacks are fully flexible, allowing you to collect any data related to your projects in the form of custom fields. They enable you to capture and track information that goes beyond the standard data points provided by the CRM.

These custom fields for a feedback can be in the form of:

  1. Name on plaque
  2. Fund dimensions (location, theme and stipulation)
  3. Specific separate location for a feedback project to start on

Each of these fields can be edited and updated as per necessary. Name on plaque and fund dimensions can be edited on the feedbacks detailed screen.

fields on feedbacks detail screen

Fields like specific location for a feedback can be edited as part of the feedback project in Engage Forms. Navigate to the created feedback project and open up the Content tab. Here, you can change the project location, summary, start and end dates and fund dimensions associated to the project generally.

fields on umbraco project screen