Skip to main content

Need ability to change scheme type on relationship scorecard

  • June 2, 2016
  • 3 replies
  • 29 views

leanne
Forum|alt.badge.img+1
  • Contributor ⭐️⭐️⭐️⭐️⭐️
I created my first Relationship scorecard using a Numeric(0-100) scheme, and after a little more consideration, decided we wanted to use a Color(RYG) scheme instead.  However, the scheme isn't editable on a Relationship scorecard, like it is on an account scorecard.  

Since this is a new scorecard, it wouldn't be that big of a deal to delete and start over, but that's also apparently not possible without involving engineering.  It seems like it should be a really simple thing to change.

3 replies

abhishek_sivaraman
Hi Leanne,

Completely agree with you. We will address this issue soon.

Thanks
Abhishek S

leanne
Forum|alt.badge.img+1
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 2, 2016
Thanks Abhishek!

leslie_diephuis
  • Contributor ⭐️⭐️⭐️
  • August 26, 2016
Any progress on this one?  I too have this need.