We use a Scorecard 2.0 dashboard for a monthly meeting to evaluate customer health and next steps. CSMs use the Sentiment measure to record comments about the current situation and then we use the Watch List Next Steps metric/comments to record the next steps.
Recently, I have noticed a LOT of errors when trying to update or simply view metric comments (i.e. complete deletion, reverting to old comments, or pulling comments from other accounts and columns, not sorting correctly). We use these comment fields to update related SFDC fields to flag to exec so it can be really frustrating to backfill when stuff is deleted or messed up. To prevent this, I find myself having to constantly copy and paste to make sure we don't lose old notes.
Is this a known issue?
Scorecard 2.0 Comment Errors
Userlevel 4
+1
Userlevel 7
+2
Hi Calvin,
It might be best to open a support case as it definitely sounds like something unusual is going on.
It might be best to open a support case as it definitely sounds like something unusual is going on.
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