Scopes

Sales information can be provided on company, travel agent, source, and contact Profile screens, primarily on the Sales Info tab. This information can assist Sales Managers in decision-making and can be used as filters in preparing sales reports.

A scope indicates the region where a contact or account's business originates. Many accounts and contacts do not draw their business locally, but rather from another city, region, or even another country. Define scopes as regions or areas that are as specific or general as necessary. Select System Configuration>Profile>Sales Information>Scopes to set up sales scopes. The Scopes screen appears.

The Scopes screen shows the following information.

Code. Code that represents the scope.

Description. Description of the scope code.

Seq. Number that controls the position of the scope in displays.

Adding and Editing Scopes

To create a new scope, select the New button from the Scopes screen. To modify an existing scope, highlight your choice on the Scopes screen and select the Edit button. The Scopes - New or Scopes - Edit screen appears. You may also inactivate and delete unused scopes codes.

Provide the following information and select the OK button.

Code. Enter a code for the scope (for example, UK for the United Kingdom, EUR for Europe, etc.).

Description. Enter a description for the scope code.

Display Seq. Enter a number that will control the position of this scope when listed in screen displays. Scopes that do not have a display sequence number appear in alphabetical order following the scopes that have a sequence number assigned.

Inactive. Select this check box to inactivate the current scopes code. Leave unchecked for active codes. You can also inactivate a code from the main grid by highlighting the code and selecting the Inactivate button. Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries. If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.

Function Buttons

Search. Select to search for the Scopes code based on the search criteria that has been entered.

Move Up. Select to move the Scopes code up in the display sequence.

Move Down. Select to move the Scopes code down in the display sequence.

New. Select to create a new Scopes code.

Edit. Select to edit the highlighted Scopes code in the grid.

Inactivate. Select this button to inactivate the highlighted code in the grid.

You can also inactivate a code from the Scopes - New or Scopes - Edit screens by selecting the Inactive check box.
Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries.
If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.
Inactivated sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Delete. This button displays when the Show Inactive check box is selected in the Search criteria and only inactive codes display in the grid.

If you want to delete the highlighted inactive code, select the Delete button. If the highlighted code is still associated with a past or future profile, you will see the message, "Cannot delete. Record has dependent records." In this case, you must first go to the specific profile screen and delete the code from the corresponding field.
Deleted sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Close. Select to exit out of the Scopes configuration screen.