What Everyone Should Know About Customizing the Scoreboard

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The Shocking Truth

Once the Customize Scoreboard window has been launched, it is impossible to close it without a SAVE occurring. Whether selecting the Finished button, or the (close window) option, or the X in the corner of the browser window, a SAVE is processed and as a result new entries to the usq (User Stored Query) are created for that user if there were none previously. This means that a user who was running the default Scoreboard is no longer running the default. It may look like the default, but changes to the default will not be seen on this user's Scoreboard which is evidence that the user is in fact running a custom version.

The Finished Button

You may be wondering what does the Finished button do if the mere act of closing the window will create/modify a custom Scoreboard. The Finished button performs the SAVE, closes the Customize Scoreboard window, and reloads the active Scoreboard with the changes.

The Reset Tree Button

There is a lot of deception behind the Reset Tree button. The logical assumption is that the Reset Tree button clears your Custom Scoreboard resulting in a return to your Access Type's default Scoreboard. Unfortunately it doesn't really work that way. While it does erase your current customized Scoreboard entries from the usq (User Stored Query) table, it actually creates new entries by copying your Access Type's Scoreboard. In other words, you will have a customized Scoreboard that looks identical to the default.

Clearing all Custom Scoreboards

  1. Run the following command to obtain a data extract of all the Scoreboard entries relating to Contacts: <source lang="text">pdm_extract -f "SELECT * FROM User_Query WHERE obj_persid LIKE 'cnt%' " > User_Query_delete.txt</source>
  2. Run the following command to purge all the Scoreboard entries identified in the extract obtained in step 1: <source lang="text">pdm_load -f User_Query_delete.txt -r -v</source>

Clearing a Single User's Custom Scoreboard

  1. Obtain the UUID/ID of the Contact Record for the user you wish to reset. For r11.x releases the UUID field in the ca_contact table. For older releases the ID field in the Contact (CTCT) table.

  2. Run one of the following commands to generate an extract of all Scoreboard entries for a specific contact. For r11.x releases, run this command: <source lang="text">pdm_extract -f "SELECT * FROM User_Query WHERE obj_persid = 'cnt:xxxxxx' " > User_Query_delete.txt</source>For older releases run this command: <source lang="text">pdm_extract -f "SELECT * FROM User_Query WHERE analyst = 'xxxxxx' " > User_Query_delete.txt</source>
  3. Run the following command to purge a single user's custom Scoreboard:<source lang="text">pdm_load -f User_Query_delete.txt -r -v</source>
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