I am trying to help my co-operative optimze their workflow.
At the moment:
Surveys are conducted during home visits straight into (a very fiddly) excel spreadsheet. Then when back in the office the employee enters some of the data from the spreadsheet into CiviCRM and the rest is retained in the spreadsheet (mainly because it takes too long to transfer all the data).
Two routes come to mind:
Use the Survey functionality to create a form that can be viewed on the ipad - would this then be viewed through a webpage or is there an app available for this?
I create my own form or app which can output a CSV file. This could then be uploaded to Civi relatively easy and also easily transferred to Excel/reports.
If anyone can point me in the right direction for how to use CiviCRM more effectively that would be fantastic!