by Variance InfoTech Pvt Ltd

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

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#1940 - Use Profile Scores from other modules

Closed Feature created by jobvector GmbH Verified Purchase 4 years ago

Hello,

we need to calculate one modules profile score based on other modules profile scoring.

Example:

Condition: Calculating Contacts's Profile Score and using the field from Account's Profile Score

or

Condition: Calculating Opportunities Profile Score and using the field from Account's Profile Score

Kind Regards

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    4 years ago

    Hello,

    Thanks for Suggestion.

    Are you want to Calculate Contacts Profile Score based on Account related field from Contacts Module? See Screenshot : http://i.prntscr.com/iT2OW_rRTEGfbqjIt_hKbg.png

    Please let me know if i understand right or not

    Regards, Variance Infotech PVT LTD

  2. software member avatar

    jobvector GmbH Verified Purchase

    4 years ago

    Hello,

    Yes, for example: We want to use the "Account's Profile Score" field for the Contact's Profile Score calculation.

    Regards, Jobvector

  3. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    4 years ago

    Hello,

    You can configure Profile Scoring as mentioned in screenshot for achieve your requirement. - http://i.prntscr.com/GeiboK9XQdKWrbh47KLgIw.png - http://i.prntscr.com/CNheCcSSRrCgF3hum8DEFw.png

    Regards, Variance Infotech PVT LTD

    • software member avatar

      jobvector GmbH Verified Purchase

      4 years ago

      Hello,

      that's not possible, because once you select the Target module, you can only add the fields from the Target module to the condition: https://prnt.sc/nlm6ne

      So it's not possible to add account's profile_score to the condition if the "target module" is contacts.

      The ideal solution would be like this: https://prnt.sc/nlmgsu

      Kind Regards

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      4 years ago

      Hello Capsid,

      Got your point what you want to say.

      We'll consider your requirement and including in our new release very soon.

      Thanks for your suggestion.

      Regards, Variance Infotech PVT LTD

  4. software member avatar

    jobvector GmbH Verified Purchase

    4 years ago

    Hello,

    thanks, waiting for the new feature in your new release.

    Kind Regards

  5. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    4 years ago

    Hello Capsid,

    We've updated option of another module profile scoring condition on our new release. Now you can able to add condition of another module profile score in condition block. Our new release is from VIProfileScoring-3.0-Version7.0.zip to VIProfileScoring-3.0-Version7.11.zip. You can download new release from SuiteCRM Store and Installed on your CRM which is compatible with your SuiteCRM Version.

    Regards, Variance Infotech PVT LTD

  6. 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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