Capability to move BAs from Partner account to Client account via Score IDs

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• 15 Jan, '25
  Dave Berke Admin

  Thx for this request. Moving prospect BA's to a free or paid client account was not available when this upvote item was submitted, but this ability is now available within ForceBC. In ForceBC, you can now move prospect BA's to a client free or paid account. All BA's that are associated with a partner demo account are automatically moved into the client account at the same time the partner sets up the client account.

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• 12 Mar, '25
  Shannon Colbert

  Hi Dave,
  
  Just read your comment about the BAs associated with a partner demo account get automatically moved over to the new PI2 client account, but what about prospect BAs in Legacy that need to be moved over to a client PI2 account. Through the copy prospect data process, the original assessment date is lost. If we could add BAs by score ID into the client PI2 account, we could retain this data. Would love to hear your thoughts, thank you!

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