Admin Office Hours - 11/9/17

  • 6 November 2017
  • 1 reply
  • 32 views

This thread is for the Admin Office Hours session for Thursday November 9th, 

2017.  Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.



To register for this session, please click here.

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Hi Evan,



A bit last minute here, but hoping you might be able to advise on assigning relationship scorecards with the Scorecard 2.0 'Applies to' filters. 



We recently had the GS support team migrate us to 2.0 and I can see 2.0 scorecards at the Account level; however, new Relationship scorecards built in 2.0 don't seem to be appearing on relationships. 



I do have SCORECARD V2 and SCORECARD V2 PRIMARY enabled– not sure if I'm missing something else in the configuration. 



Any help or advise always appreciated. 



Cheers,

Pele

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