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Linking Your GuildQuality Account to Job-Dox
Posted by Mark Zedwick, Last modified by Mark Zedwick on 16 August 2018 07:10 PM

Linking Your GuildQuality Account to Job-Dox

Description:

Job-Dox is proud to be able to offer your company more value by integrating our world-class project management tools with GuildQuality's in-depth Customer Satisfaction Surveys. With a few simple steps, you can integrate these critical tools into Job-Dox to, letting your team leverage the familiar and easy Job-Dox interface to trigger reviews from GuildQuality. 

Process:

In your Job-Dox partition, get logged in first then click on the App Drawer icon near the top right. If you don't see these icons, you may need to switch to a device with a larger screen, or maybe rotate your screen to landscape mode.




Next, you need to click on "Settings" near the bottom of the tool box that opened up.

Once you are inside the "Settings" section, click on the "GuildQuality" button on the left. You will be presented with the following screen.  You can check the box to enable this feature, then put in your GuildQuality API username and API password. This is NOT your normal GuildQuality username and password. Check out this link for instructions on how to get these credentials from GuildQuality. Fill in these details and click "Save".

Finding your API Username and Password



If the "Status" now says "Active", then Job-Dox was able to validate the credentials you provided. The next step is to click on "Surveys" on the right. When you open that window, you will be able to select from the list of Surveys that GuildQuality reported to Job-Dox. Select the surveys that you want to enable to be made available within Job-Dox.

Validation:
To validate your work, go into a project within Job-Dox, and click on "Contacts". Choose a contact on your job that has at least an email or Mobile Phone number, and click on the 3-dot icon in the top right of that contact's card. You can choose "Request Review" and then select from the list of available GuildQuality interviews to send it. Most of these surveys will trigger the next day, depending on how you have it configured in GuildQuality. Some status information will also be available in this same window, you can open GuildQuality for a more detailed view of what's happening.

Related Reading:


Finding your API Username and Password

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