Enable or disable features in the Scorecard Layout and Questions
- Toggle the button next to the feature and click Save
General Options
Enable Notes
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Enables the Notes tab, allowing Users to add notes to Scorecard Questions
Enabled:
Enable Chatter
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Enables the Chatter tab, allowing Users to add Chatter to Scorecard Questions
Enabled:
Enable Activities
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Enables Tasks to be added and displayed in Scorecard Questions
Enabled:
Click the '+' button to add a Task. A New Task Modal will open:
Score Output
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Score Output enables the Scorecard Score to be displayed in points, percent or both.
Collapsible Summary Header
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If enabled, summary categories are collapsed by default and expanded on mouse-over
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Enable Account GPT
If enabled, Account Plans will have the ability to be enriched with GPT AI features
Enabled:
Category Option
Hide Categories
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If enabled, all scorecard categories will be visually hidden
Disabled: if disabled, the Scorecard Categories are displayed
Consecutive Questions Numbering
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If enabled, Question numbering will continue consecutively. If disabled, numbering is reset to 1 in each Category.
Enabled:
Uniform Category Widths in Summary
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If enabled, each category within the summary will have the same size. Otherwise widths will be relative to the category score weight
Enabled:
Disabled:
- Score Output: Determines how the score is displayed in the Scorecard and the Categories: Points or Percentages or Both
Enabled for both Points and Percentages:
- Collapsible Summary Header: If enabled, Summary Headers are collapsed by default and expanded with mouse-over
Enabled:
Disabled:
- Enable Account GPT If enabled, the Account Plan Scorecard will be enriched with ChatGPT Open AI features.
Question Options
Show Selected Answers Only
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If enabled, answer lists within Scorecard will show only selected answers to achieve more condensed view
Enabled:
Disabled:
Append Score to Answers
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If enabled, all answer options will have appended score next to the text
Enabled:
Hide Inline Notes
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If enabled, Question notes (if any) won't be displayed inline in the Scorecard Question item
Disabled:
Truncate Text Fields
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If enabled, Opportunity fields referenced by the Question will be truncated if necessary. Applies to Text and Longtext field types.
Enable Annexes
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Enables the ability to add annexes to the Question, such as links.