Scopes

Modified on: 2017-06-29 10:20:40 -0400


Overview

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.


Benefits

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.


Notes

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?