Instead of selecting countries one by one when filtering the results of multiple different clients from various parts of the world, set up regions. With regions, you’re able to decide which countries belong in a set and what each region is called. For example, easily find all quotes compiled for clients in EMEA, or track down all clients located in South America. Or define regions based on different time zones in order to effortlessly book suitable meeting times with different contacts.
Go to Site settings > Regions
and create your custom sets of countries.
Click on + New
to create a new region.
Add a name and description for the region and select the countries you'd like to include in the region.Save
To modify an already existing region, just click on its name in the list.
You can use regions to filter out different results in Scoro. Just use the country filter and select the relevant region. For example, find all invoices from the previous week compiled for customers from South America.
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