Feature Overview

The Feedback Request Modify Controls setup enables administrators to customize user permissions and system behaviors for the feedback request module. This settings page allows organizations to control how sales representatives interact with feedback requests, manage contact data, and configure system-wide restrictions to align with organizational policies and compliance requirements.

How It Works

The Modify Controls interface provides a centralized panel for configuring various feedback request behaviors and user permissions. Each setting includes detailed help text explaining the impact of each configuration.

• Email Editing Permissions:
  • Allow Email Editing: Controls whether sales representatives can modify email content and subject lines when sending feedback requests, enabling customization while maintaining brand consistency.
• Contact Management:
  • Add Contacts to CRM: Determines if users can add new contacts directly to the CRM system during feedback request processes, with permission validation warnings.
  • Allow Primary Opportunity Contact Setting: When contact addition is enabled, controls whether users can designate contacts as primary opportunity contacts.
  • Smart Account Ids: Automatically assigns opportunity account IDs to contacts missing account associations, ensuring data completeness for feedback submissions.
• System Restrictions:
  • Allow Manual Override of Collector Setting: Permits users to bypass survey collector contact submission restrictions for flexibility in specific scenarios.
  • Restrict Manual Feedback Requests: Limits feedback requests to only opportunities matching automation trigger conditions, enforcing standardized feedback collection processes.

Use Cases

• For Admins: Configure user permissions and system behaviors to align with organizational policies, ensuring consistent feedback collection practices. Control system access to ensure feedback processes comply with security policies and data protection requirements.
• For Compliance Teams: Implement restrictions on manual feedback requests and contact management to maintain data governance standards and audit trails.
• For Sales Managers: Enable email editing permissions and restrict contact addition capabilities to maintain data quality. 

See it In Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Understanding of organizational feedback collection policies and user permission requirements
• Knowledge of CRM integration capabilities and contact management permissions

Highlights

• Prevents inconsistent feedback behaviors by centralizing permission and system control settings
• Clear help text explaining the impact of each setting

Need Help?

Contact your Customer Success Manager for help configuring feedback request permissions or troubleshooting user access issues, or TruSales Support if you experience any technical issues with this page.