⭐ Client feedback (CSAT)
Project Feedback collects a satisfaction score — a CSAT rating from 1 to 5 stars — plus an optional comment from your clients about a completed project. You send the client a private link; they rate the project on a simple public page without logging in. The ratings appear on the project and roll up into a satisfaction report. It replaces the older feedback module.
It is off by default. Nothing changes until an administrator turns it on.
Turning it on
- Install the module from Config Center → Module Management (Module Management Center) — or from the Modules page. Its tables are created automatically.
- Open the Project feedback card in the Config Center (always available, even while the module is inert).
- Go to Project feedback → Settings and set:
| Setting | What it does |
|---|---|
| Module status | Off (inert) or On. When On, Project feedback appears in the sidebar and a Client feedback panel appears on each project. |
| Automatically create a feedback request when a project is marked complete | When ticked, finishing a project automatically prepares a feedback link for you to send. |
| Project "completed" status id | Which project status counts as completed (the platform default is 4). |
Asking a client for feedback
There are two ways to start a feedback request:
- From a project — open the project and use the Client feedback panel → Generate feedback link. Copy the link that appears and send it to your client (by email, chat, etc.).
- Automatically — turn on "Automatically create a feedback request when a project is marked complete" in Settings. When a project reaches your completed status, a pending request with a ready-to-send link is created for you.
Each project has at most one pending request at a time — generating again simply reuses the same link, so a client never gets two. The module prepares the link; sending it to the client is up to you.
The public feedback form (what the client sees)
The client opens the link — no account or login needed. They get a clean, self-contained page showing:
- your company name,
- a 1–5 star rating to choose,
- an optional comment box, and
- a Send feedback button.
After they send, a Thank-you message appears. Each link accepts one response; a link that was already answered, is invalid, or has expired shows a friendly message instead. If the module is turned off, the page politely says feedback is unavailable.
Viewing the results
Open Project feedback in the sidebar:
- A CSAT summary — the average rating (out of 5) and the total number of responses.
- A table of all requests: the project, the status, the rating (as stars), the comment, the date, and — for pending ones — the link you can copy and send.
Request statuses:
| Status | Meaning |
|---|---|
| Pending | A link exists but the client hasn't answered yet. |
| Responded | The client submitted a rating (and maybe a comment). |
| Expired | The request is no longer open. |
On each project page, the Client feedback panel lists that project's responses — the stars, the comment and the date — right where your team works.
The satisfaction report
A Client satisfaction (CSAT) report is available in the TSync Reports console (under the Projects category). It lists every response with the project, the rating (averaged), the comment and the date, and can be exported to Excel, CSV or PDF and shown as a chart. It uses the View project feedback permission.
Permissions & privacy
Two permission levels control the module (set per role under Setup → Roles):
- View project feedback — see the console, the project panel and the CSAT report.
- Manage feedback requests — generate feedback links and change the settings.
The public form is reachable only with the exact secret link (a long, random token) — there is no way to browse other clients' forms, and no client login is involved. Each link accepts a single response, and every submitted rating is written to the audit log.