Product: ScoreOmatic
Description: This solution describes how to calculate a score from a constituent's record
Environment: All
Version: All


You can score a constituent from within the constituent record.
  1. Click on the Omatic macro button and select ScoreOmatic

  2. Select the scoring profile
  3. Select the attribute used for tracking scores
  4. If the constituent already has the attribute, indicate whether a new attribute should be added or whether the existing attribute should be updated
  5. Click the Calculate Score button to calculate and display this constituent's score
  6. Click the Score link to view the score details
  7. Click Add Attribute to create or update the attribute record. A checkmark appears confirming attribute creation

For more information regarding this product please see the ScoreOmatic User Guide.