Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "territory"
As we all know when we implement sales processes in CRM, territory becomes an essential part of it. Territories help us to separate entities based on user access rights. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able to update them.
[...]
Sage CRM provides a really a nice and simple interface to delete its objects like screens, lists, blocks, fields etc. In this blog I will try and put forward some steps that you need to follow in case an entity needs to be moved from Primary entity to secondary. In case we need to remove [...]
In day-to-day life Data Manipulation and Data Security is one of the most essential farm duties need to keep up in an organization. In the business where data is maintained in a huge way in Sage CRM, need proper data maintenance in order to provide better sanctuary and good performance. Now to achieve the data [...]
Data security and data maintenance is very much important in today’s world. Many organizations follow the concept of territorial structure while some still stick to basics and make the data of user from one territory available for viewing purpose for user in another territory. This user might not have permissions to modify the data, but [...]
Geographical area or type of customers assigned to a sales unit such as salesperson, sales manager, franchisee, distributor, or agent etc. are the main components of dividing sales process of an industry based on territories. Not only the sales process, but several other business logics also implement territorial structures these days in order to enhance [...]
In todays business world Sales Management Process plays a vital role. Sage CRM is one of the players in market who has made available a well organized way to deal with a Sales process using Leads and opportunities in CRM. It has also provided efficient way to integrate CRM and ACCPAC ERP to maintain the [...]
Territories and Territory profiles are the salient features provided by Sage CRM. These functionalities are most important in order to handle the data security worldwide as per the organizational structures.
As we all know that Territory profiles are used to handle the access rights. We can create profile, set access rights for the primary entities [...]
Not sure whether anybody has observed this.. Sometime ago in the territory customization we came across one very strange functionality in CRM version 6.1. This seems to be occurring from patch H onwards. This is moreover related to the developer perspective than that of the User.
You know that you can create new Territory [...]
There are some simple steps to achieve the same in CRM:
1. Create a new territory field (selection type).
2. Add the selection options for this Territory field.
3. For adding the selection options, please put the territory name i.e. Terr_Caption) in the Add Translation field and Territory Id (i.e. Terr_TerritoryID) in the Code field. [...]
We all know that Territory (comp_secterr) field appears as a selection field on the Company Entry screen while creating a new company, but actually this field is not of type Selection.
If you will see the field type for this field by firing following query at back-end
Select ColP_EntryType From Custom_Edits Where Colp_ColName=‘Comp_SecTerr’
you will [...]
Blog Archives
- May 2012 (6)
- April 2012 (5)
- March 2012 (7)
- February 2012 (6)
- January 2012 (6)
- December 2011 (3)
- November 2011 (5)
- October 2011 (8)
- September 2011 (5)
- August 2011 (9)
- July 2011 (9)
- June 2011 (13)
- May 2011 (10)
- April 2011 (10)
- March 2011 (6)
- February 2011 (5)
- January 2011 (6)
- December 2010 (9)
- November 2010 (10)
- October 2010 (8)
- September 2010 (8)
- August 2010 (8)
- July 2010 (7)
- June 2010 (8)
- May 2010 (7)
- April 2010 (7)
- March 2010 (1)
- February 2010 (1)
- November 2009 (2)
- October 2009 (7)
- September 2009 (9)
- August 2009 (16)
- July 2009 (15)
- June 2009 (18)
- May 2009 (24)
- April 2009 (22)
- March 2009 (10)
- February 2009 (6)
- January 2009 (5)
- December 2008 (22)
- November 2008 (4)
- September 2008 (8)
- August 2008 (30)
- July 2008 (5)
- June 2008 (3)
Tags
Bi-Directional Case Communication Company CRM7.0 Custom Date Delete document Email Entity Escalation Field GUMU import INTEGRATION Lead library MAS 90/200 merge Multi-Company MultiSelect opportunity Opporunity Order Order Entry Person Phone REAL TIME Report Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage Pro Sage Saleslogix screen search select advance self service SSA summary report task territory Uncategorized web client workflow
