Scopes are used to group contacts or products together when assigning them to something in our platform. Take, for example, invoice adjustments that may be used to charge your customers a standard service fee. Rather than creating an invoice adjustment for each contact, you can use a scope to apply a single invoice adjustment to all contacts, a label with multiple contacts, or individually selected contacts. This allows for greater flexibility and makes it easier to apply changes to many contacts at once.

A scope is created from either products or contacts. A scope has the following options

1) You may assign individual products/contacts. This is the most specific setting.

2) Or you may select a label.  Any contact/product on the label will be included. If at a later time an item is added to the label, it will also be included automatically.

3) Or you may select "Include All". This means the scope will include all contacts/products.


Scopes help simplify management. We are slowly rolling out scopes to objects such as invoice adjustments, time sheets, and journals. They will also apply to order adjustments and pricing.


If a contact is matched for multiple scopes, we use the most specific scope to assign the rank. The highest rank is when a scope has contacs or products specifically added to it. The next highest rank is when a label is used. And the lowest rank is when a scope has "All Contacts" or "All Products" selected. For example, if I have an invoice adjustment that applies to "All Contacts" and also have an invoice adjustment with a scope where I have specified a single contact, the latter scope has a higher rank and will be used.

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?