A customer recently migrated to Scorecard 2.0. They have two scorecards. One is set to t he default, the other is one they are working through.
The issue is the default scorecard only applied to 59 accounts while the second one applied to the remaining accounts. Neither scorecard had criteria applied. The assumption is the default scorecard would be the one that is applied.
To get the default scorecard to apply, we had to create a filter for it. AND apply the opposite filter to the second scorecard.
Can the default scorecard be default without having to add additional criteria?
Question
default scorecard not default
+5Director of CX and Scale Programs
+4We had this same problem.
So you have to set up the Default scorecard with the OPPOSITE "Applies to" logic for it to apply.
This is a bug (IMO) and Gainsight is working on fixing this so that the Default scorecard is actually the Default - without the need for applying the additional logic.
So you have to set up the Default scorecard with the OPPOSITE "Applies to" logic for it to apply.
This is a bug (IMO) and Gainsight is working on fixing this so that the Default scorecard is actually the Default - without the need for applying the additional logic.
+4Lane - talk to Steve Davis. He is aware and driving it.
+2One other thing to consider that may or may not be at play here is that the scorecard assignment routine is not instantaneous, so if you make some changes to the logic of what scorecards should apply to various criteria, it's good to give the system a while to work behind the scenes on changing all the data assignments. I've on occasion seen this needing ~30 minutes to finish mapping everything.
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