Variance Infotech has developed Profile Scoring add-ons to help companies group leads and prospects based on their score to give them high importance. Profile Scoring is a systematic method for capturing the attractiveness of potential customers, using attributes such as business size, location, vertical, and brand value. Each attribute has different levels of importance, so assigning weights based on their importance is logical. The profile scoring module displays the score on record as a highlighted star, allowing users to easily identify ratings. Users can customize attributes and values by adding, deleting, and modifying defaults.
Intuitive extension can easily be incorporated with your SuiteCRM to increase productivity.
Compatibility | |
Current Profile Scoring Version | 4.0 |
Last Update | 19th September, 2019 |
Support SuiteCRM Version | 7.0.* to 7.11.* |
Database Support | MySQL, MSSQL |
Compatible Browser | IE10, IE11, Firefox, Safari, Chrome |
Supported Language | English (United States), German, Spanish, French, Hungarian, Italian, Dutch, Portuguese, Russian |
1. Calculate Profile Score and Profile Rating For Records Of Leads, Contacts, Accounts and Opportunities modules.
2. Define Score For Individual or Combined Conditions.
3. Add Or Subtract Score while Defining Score For Individual Conditions.
4. Profile Rating and Score are displayed On Detail View of Particular Record if condition matched.
1. Add "AND / OR" conditional operator selection between each condition when Condition type "Combined condition".
2. Fix the Bugs of Datetime combo field.
3. Change tablename of Profile Scoring extension as follows,
- From leadscoring to profile_scroring.
- From leadscoring_condtions to profile_scroring_conditions.
- From leadscoring_rate to profile_scoring_rate.
1. Set Multiple Profile Scoring Configurations for Leads, Contacts, Accounts and Opportunities modules.For example:
Accounts Module:
Contact Module :
Leads Module :
2. Validation if Score 100 above then not allowed to enter.
3. If score is not between min score and max score then do not display star on detailview but score is display.
4. If score of two records 100 above then display 5 star.
Below issue fixed with this release,
1. After installing the newest Version old conditions disappeared.
2. Updating/Installing the Add-On removes custom Fields/Tabs.
3. Individual Condition: If there are two conditions: Only 1 condition is adding or subtracting to the score and not the other one.
Below issue fixed with this release,
1. Only Editview fields display in Condition blocks issue. Now onwards Editview and Detialview both layouts fields displayed in Condition Block.
2. Adding new feature of Duplicate Profile Scoring Record from Listview.
Below issue fixed with this release,
1. Remove validation of first condition must be selected as "ADD" action in Individual Condition Profile Scoring.For example,
Below issue fixed with this release,
The DetailView of Scoring Record is displayed buggy: https://prnt.sc/kqh9xr
The Condition is not displayed properly and a score can be entered.
"VILicenseBasedProfileScoring-1.6-V7.0.zip" to "VILicenseBasedProfileScoring-1.6-V7.10.zip" will work on SuiteCRM versions 7.0.* to 7.10 *
1. Profile Scoring support Multi Languages (German,English,Spanish,French,Hungarian,Italian,Dutch,Portuguese,Russian,Ukrainian)
"VIProfileScoring-2.0-Version7.0.zip" to "VIProfileScoring-2.0-Version7.10.zip" will work on SuiteCRM versions 7.0.* to 7.10 *
1. Module selection will be editable in Codition Block with this update
2. Show Related Module in Condition Block means You can able to add condition for related module as well.
3. Email field show in Condition block (For example, In Contact Module SuiteCRM have Email type field and User can able to add multiple email address(Primary and Secondary Email Address) in one field. So with this update we can able to add condition for email field and check if any email match then consider condition as matched))
"VIProfileScoring-3.0-Version7.0.zip" to "VIProfileScoring-3.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11 *
Major Release Profile Scoring 4.0 - 19/09/2019
- Profile Scoring extension support in MSSQL as well within this release.2. Show Related Module in Condition Block means You can able to add condition for related module as well.
"VIProfileScoring-4.0-Version7.0.zip" to "VIProfileScoring-4.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*.
- Add License Update option in Listview of Profile Scoring Configuration Page.
"VIProfileScoring-5.0-Version7.0.zip" to "VIProfileScoring-5.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*.
Great product, the plugin does what we need for scoring individual entries in Suitecrm. Their Customer Support is very fast and responds to every issue. Development Team is implementing most of the features that we want in record time.