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:
Capturing and Displaying Sentiment in Squivr Org Chart
Squivr Org Chart makes it easy for users to capture sentiment in just a few clicks. This functionality allows organizations to collect sentiment input from multiple users, enabling both point-in-time insights and trend analysis for individual Contacts or groups of Contacts.
Below is an overview of how Sentiment works in Org Chart and how it can be displayed.
Adding a Sentiment Value
Users can quickly add sentiment directly from the Org Chart.
Steps
From the Org Chart, click the Sentiment icon on a Contact card.
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Select a Positive, Neutral, or Negative sentiment value.
Once selected, a record is saved to the
squivr__Relationship__cobject.
If you have previously added a sentiment value for the selected Contact, it will appear under My Last Entry.
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(Optional) Add comments to provide additional context.
Any comments entered will update the same
squivr__Relationship__crecord where your sentiment input is stored.
Example:mceclip0.png
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 |