Scorecard Validity Alerts
CS Rules & Permissions
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Would firing CTA's work as alerts for you? If so, you could possibly use bionic rules to achieve that (create a rule to check whether the modified date is greater than the validity period to fire CTA's)
Let me know if that helps
Regards
The scores that have expired (exceeded the validity timeframe) are visually distinguished in the Mass Edit report.
Would having an option to filter to only show account where scores are invalid be useful? (Or would you want to use that data available in the rules engine to take any other action?)
Would creating a Mass Edit report filtered to the accounts a CSM manages work?( or would this indication get lost in the report?)
Resurfacing this - I think with our new notifications, that you could just enable an in-app notification or include Scorecard updates in the Daily Digest email.
Also, we are rolling out the revamped scorecard reports starting this month, and you will be able to filter for stale scores within the report. The roll-out will be phased, and the details for the same will be shared soon.