Configuring a Scope

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.

Adding a Scope

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Scope.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the scope (for example, UK for the United Kingdom, EUR for Europe, and so on).

   2. Description. Enter a detailed description of the scope.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Scope

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Edit.

4. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

5. Update the configuration and click Save.

Deleting a Scope

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

3. Click Delete.