Scope Support
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Recent activity by Scope Support-
Moving scopes into a Folder from My Scopes page.
From the My Scopes Page users have the ability to add Individual Scopes that have already been created into a specific Folder. In order to do this users need to click the '...' when clicking on ...
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How do I delete a component?
Deleting a component also deletes all resources and agency hours associated with that component. To delete a component which you have built: Open the Scope and the Deliverable which contains the...
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How do I upload locations?
Client locations upload is a scope feature that allows users to upload client's locations from an Excel file. In order to use this feature user needs to open Manage -> Clients page and Click (.....
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Release November, 5th, 2019
Bug fixes: Fixed an issue when the 'Add contact' button did not fit on the screen on specific screen resolution (SE-1440) Fixed an issue when client logo was displayed as an undefin...
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Adding / Editing discount values by a percentage value
The objective of this improvement work is to provide an ability for agency users to add / edit discounts by an allowed percentage value. Figure 1: As can be seen from the UI above, an agency...
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How can I move all recommended components into the Deliverable Builder?
When a user is in the Deliverable Builder page building out their Scope they have the ability to select all the recommended components available in one go add these to their deliverable. To sele...
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How do I upload contacts?
Client contacts can be added into the ScopeBetter platform in two ways, individually via the specific client page or in bulk via our contact uploader. To add a client contact individually firstl...
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Release October 29th, 2019
Improvements: 1. Quantity column was removed from component view Due to low informativeness 'Quantity' column was removed from the component view. Now interface more com...
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How do I delete a Scope?
OverviewThis guide will explain how to delete an individual scope from the My Scopes page.PrerequisitesYou must be signed in to your SCOPE Better Account.You must have created a scope of workYou mu...
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How do I upload brands?
Brands can be uploaded into the ScopeBetter system from the Client tab within the 'Manage' section. Client brands can be uploaded either via an excel uploader or individually from within a spe...