- In the navigation menu select Search.
- Search for the survey form by customer number, name, or date range.
- Select the customer name.
- Results column will display all Proposals and forms (QIC and Comfort Survey) associated with the customer.
Survey forms are always accessible in the cloud and will be stored on the tablet for 6 months. After 6 months a download cloud button will appear next to the form. Tap the cloud to download the form to your tablet.