Topics started by brrrriceman
When viewing a scorecard, I am constantly filtering the full list of clients based on the attribute showing on the scorecard (ie- usage scores above/below a certain amount, contract value above/below certain amount, etc) to get a specific set of clients that all have the same attributes. Sometimes I want to export this list, but when I click the export button, it doesn't apply the filters I had just set, it exports the full list- which isn't ideal.
the 100 point scale is tough for us to truly understand sometimes. For example, whats the main difference between a score of 65 vs 75? We would really like to have a simple 5 point scale to make things simpler to understand. Is there any way to make the scorecard a 5 point scale instead of 100 points? And if so, is there a mass edit option to change the numbers to the new scale?
CTA rule due date can be formulated off of another date (aka contract sign date) instead of just the rule dateUnder Consideration
Ability to set a CTA due date off of another date (aka term start date or contract sign date) instead of just the rule date. Example: I want to set up a Quarterly Biz Review CTA for month 5 of the clients annual term. However, since I am just setting this up today, I don't want it to run for all historical clients (aka creating overdue CTA's for clients who signed up over 5 months ago) so I set the rule start date to 5 months back. Since I want to CTA due date to be 5 months from the contract sign date, I can set the due date to 145 days from rule date, but that makes every new client who signed up in the past 5 months, to have their QBR for 5 months from today (the day I run the rule, and not 5 months from their contract start date)
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