Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.
#1940 - Use Profile Scores from other modules
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
-
"Great product, the plugin does what we need for scoring individual entries in Suitecrm. Their Customer Support is very fast and responds to every issu..." - jobvector GmbH
Read More Reviews
5 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
5 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
5 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
5 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
5 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
5 years ago
Hello,
thanks, waiting for the new feature in your new release.
Kind Regards
5 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
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