by Variance InfoTech Pvt Ltd

Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.

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#1340 - Bug

Closed Bug? created by jobvector GmbH Verified Purchase 5 years ago

Hello,

Bug description: Suitecrm Menu: Administration => PROFILE SCORING => Edit Scoring After a scoring entry for a certain module ("Target Module": Accounts) is set to "inactive" Another profile scoring entry can not be added for this "Target Module" and this message is displayed: "Profile Scoring already set for Accounts - if you set current profile scoring to active than it will inactive other profile scoring currently exist.To get latest scoring click on 'Calculate Scoring' Again."

What is the purpose of setting the profile scoring entry to "inactive" if another profile scoring cannot be added with the same"Target Module"?

Kind Regards

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    5 years ago

    Hello,

    We've updated latest release for this.

    Which covers problem of applying multiple profile scoring for single module.

    Regards, VIPL Team

  2. software member avatar

    jobvector GmbH Verified Purchase

    5 years ago

    Two conditions can be active for the same module. Also, the profile score of the two conditions are added together and evaluated based on the profile scoring table of one entry, see also screenshots

    Screen Shot 2018-08-23 at 15.21.37.png Screen Shot 2018-08-23 at 15.22.04.png

    • software member avatar

      jobvector GmbH Verified Purchase

      5 years ago

      Screen Shot 2018-08-23 at 15.22.18.png

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      5 years ago

      Hello,

      1) First Record of Profile Scoring : Combined Condition -> Score equals to 20 Conditional Operator -> OR Fields Condition -> Name equals to John Smith OR Fax equals to 211

      2) Second Record of Profile Scoring Individual Condition Fields Condition -> Name equals to John Smith -> Action is Add -> Score is 80 Fields Condition -> Fax equals to 211 -> Action is Sub -> Score is 30

      If condition match in First Record of Profile Scoring then score will be 20 if Condition match in Second Record of Profile Scoring then score will be (80-30) 50

      Total Score is 20+50 = 70

      Expected result will be in below screen shot,

      1.png

      2.png

      3.png

    • software member avatar

      jobvector GmbH Verified Purchase

      5 years ago

      How does the Scoring Addon decide which "Record of Profile Scoring" it will choose if Account has the values: Name: John Smith Fax: 211

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      5 years ago

      It will consider both the condition . It means it will display combined score

    • software member avatar

      jobvector GmbH Verified Purchase

      5 years ago

      What if the Profile Scoring section has differences in "min" and "max" scores of the two Records? For Example: https://prnt.sc/kokfhw

      https://prnt.sc/kokflt

      This feature helps at the current situation but is very confusing, please consider the solution that I proposed here: https://store.suitecrm.com/support/profile-scoring/1383

  3. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    5 years ago

    Hello,

    If two records condition matched then it will consider second record's min/max score for Rating(Star)

  4. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    4 years ago

    Hello

    Thanks for your valuable support and being our customer. As per our last discussion related to ticket, hope you've received satisfied answer from our support team. For now, We're closing the ticket but if you've any questions or concern feel free to email us on techsupport@varianceinfotech.com or reply to the same ticket.

    Regards, Support Team Variance InfoTech Pvt Ltd www.varianceinfotech.com

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