Admin Office Hours - 9/11/18

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This thread is for the Admin Office Hours session for Thursday September 11, 2018.  Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

There is no need to register for the sessions anymore.  If you have a question, please post below or join the meeting.  I will go in order of posts below or joining the session.  Thanks!!
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Christopher Sanderson, Employee

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Posted 2 weeks ago

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Tim Harper

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I need help figuring out how we can create comments on records. We use an external CRM and load the data into cases. Now we want to create comments to discuss each record with the customer. Need a simple creative way to do this.
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Tim Harper

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I also need a tutorial on "Scorecard" tables in MDA. 
Account Scorecard History
Default Scorecard Fact - Empty?  What is this for?
Scorecard Measures
Scorecard Master
Account Scorecard Scorecard Fact

What's the difference and best way to use or purpose for these?  

1. I know ACH has a history, but how is it populated?  Is it only top score?
2. SC Measures - Is this only a system table and nothing I interact with?
3. SC Master - Same?
4. ASSF - We have some values in here, but what all is in here?
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Jasmine

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Hi,

I am still having a little trouble figuring out the Context ID in the satisfaction survey. I published the test survey but I still see the context id field is required.

Thanks,
Jasmine

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Jasmine

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Hey! Where can I find the go to meeting invite?
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Christopher Sanderson, Employee

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Realized I didn't include the meeting invite.  Here it is

https://global.gotomeeting.com/join/912742885