This article explains the difference between global & scoped contact lists.
Global vs. Scoped Contact List
Global Contact List
With a Global Contact List, each user of your account sees the same Contact List. If you have many customers cross shopping between several locations, this ensures that all relevant customer contacts are shown to each user. This option maximizes transparency between all users in your account.
-
When a user adds a new contact, that contact is shared between all branch locations.
-
Accounts are set-up with Global Contact List view by default.
When a user adds a new contact, that contact is shared between all branch locations.
Scoped Contact List
With a Scoped Contact List, your account users see only contacts that are relevant to their location/group. If you do not have many customers cross shopping between your locations, this ensures that only relevant customer contacts are shown to each user.
-
When a user adds a new contact (John Doe), that contact will only show for users who have access to that branch location.
-
Therefore, if a user at another location adds contractor John Doe as a contact, his contact will not show to users in another branch location unless John Doe texts to that particular branch location as well.
-
Admins always have access to all customer information.
However, if a user at another location adds contractor John Doe as a contact, his contact information will show to users in the other branch location as well.
If you are an Admin and would like to switch your account to a "Scoped Contact List," please contact Prokeep Support.