by Variance InfoTech Pvt Ltd

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

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#1379 - Duplicate Condition Records

Closed Feature created by jobvector GmbH Verified Purchase 6 years ago

It would be nice and save a lot of time to have the option to duplicate Condition Records: http://prntscr.com/kntyr5

Kind Regards

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    6 years ago

    Better - We can provide that so it will solve both the issues.

  2. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    6 years ago

    Hello,

    We've added new release VILicenseBasedProfileScoring-1.4.zip for above new feature of Duplicate records.

    Now onward using this release, you can able to create duplicate record of profile scoring from existing record by selecting record and click on Duplicate record button on list view.

    Please let me know if you want to change anything in above new feature.

  3. software member avatar

    jobvector GmbH Verified Purchase

    6 years ago

    Hello,

    after the duplication of condition record, while editing it, if the condition > action "Sub" is selected, it's not possible to add a Score because this message pops up: https://prnt.sc/ko8q2a

    There are workarounds like selecting "Add" adding the score and than selectin "Sub" and so on... But would be nice if this bug is fixed.

    Kind Regards

  4. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    6 years ago

    Hello,

    We've put validation on condition block. You must need to select "ADD" Action in first condition. Suppose you will select "SUB" Action in first Condition then it will be chance to getting "Negative" Profile Scoring.

  5. software member avatar

    jobvector GmbH Verified Purchase

    6 years ago

    Its still possible to select "sub", like described in my previous post, there are some workarounds and in the current workflow/feature-set it makes sense that sub is allowed if there are 2 conditions records one is adding a score the other one is subtracting it.

  6. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    6 years ago

    Hello,

    We've updated new release VILicenseBasedProfileScoring-1.5.zip. Now onwards you can able to select "SUB" Action as first condition when you create Profile Scoring record.

    For example, Record of Profile Scoring Individual Condition Fields Condition -> Name equals to John Smith -> Action is Sub -> Score is 80 Fields Condition -> Fax equals to 211 -> Action is add -> Score is 30

    if condition is satisfy then score will be (-80+30) -50. So profile Score is 0 because -50 is negative number.

    Please let me know if you have any query.

    • software member avatar

      jobvector GmbH Verified Purchase

      6 years ago

      This feature request functions properly, issue can be closed, thanks. Created another issue for the Version 1.5: https://store.suitecrm.com/support/profile-scoring/1389

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