From Squivr Org Chart, users are able to easily add a sentiment value in just a couple clicks. This functionality enables an organization to capture sentiment values from different users resulting in both point in time and trend sentiment analysis for a given Contact or a group of Contacts. Heres how it works:
Adding Sentiment Value
- From Org Chart, click the Sentiment icon
- From here, you have the option to select a Positive, Neutral or Negative Sentiment value
- Once a value is selected, a record is saved in the squivr__Relationship__c table
- If you've previously added a Sentiment value for the selected Contact, that will be displayed under My Last Entry
- Optionally, you have the ability to add comments which will update the record where your Sentiment input is stored
Displaying Sentiment Average on Contact Card
On install and by default, the Sentiment footer item icon remains gray regardless of if Sentiment entries exist for a given Contact.
A common question we get is, why? The intent is to not introduce bias into a users Org Chart interactions as they go to add a new Sentiment entry. The thinking being that Org Chart would be the tool for capturing Sentiment from different users over time and the Sentiment Reports would offer trend analysis and averages. While this behavior is desired with some customers it's become clear that others want the visual indication on the Contact card.
By enabling Sentiment Average, you can change the default behavior so that a Contacts average Sentiment based on all entries is represented on the Contact Card.
What Determining which Icon Appears?
Each time a user adds a Sentiment entry, a new squivr__Relationship__c record is created. A negative entry results in a squivr__Sentiment_Rating__c numeric value of 1, a neutral entry results in a 2 and a positive entry results in a 3. Based on the average of all Sentiment entries for a given contact, the card will display the corresponding icon.
| Average Sentiment | Corresponding Icon |
| No Sentiment Entries | |
| <1.5 | |
| >=1.5 && <2.5 | |
| >=2.5 |