Scorecard Settings

Enable or disable features in the Scorecard Layout and Questions

• Toggle the button next to the feature and click Save

General Options

• Enable Notes: Enables the Notes tab, allowing Users to add notes to Scorecard Questions

Enabled:

• Enable Chatter:  Enables the Chatter tab, allowing Users to add Chatter to Scorecard Questions

Enabled:

• Enable Activities: 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: Score Output enables the Scorecard Score to be displayed in points, percent or both.

• Collapsible Summary Header: If enabled, summary categories are collapsed by default and expanded on mouse-over

Category Options

• Hide Categories: If enabled, all scorecard categories will be visually hidden

Disabled: if disabled, the Scorecard Categories are displayed

• Consecutive Questions Numbering: If enabled, Question numbering will continue consecutively. If disabled, numbering is reset to 1 in each Category.
  Enabled:

• Uniform Category Widths in Summary: 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: If enabled, answer lists within Scorecard will show only selected answers to achieve more condensed view
  
  Enabled:
  
  
  Disabled:
  

• Append Score to Answers: If enabled, all answer options will have appended score next to the text

Enabled:

• Hide Inline Notes: If enabled, Question notes (if any) won't be displayed inline in the Scorecard Question item

Disabled: 

• Truncate Text Fields: If enabled, Opportunity fields referenced by the Question will be truncated if necessary. Applies to Text and Longtext field types.

• Enable Annexes: Enables the ability to add annexes to the Question, such as links.