Tag Archives: territory

Sage CRM 2022 R1 UX improvements – Update territory in Opportunity, Case, Lead Groups

Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main… Read More: Sage CRM 2022 R1 UX improvements – Update territory in… »

Restrict Users from accessing Document of Different territory

In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… Read More: Restrict Users from accessing Document of Different territory »

Error in Move Territory functionality in Sage CRM

Sage CRM has inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main entities. A territory can be defined geographically, by product area or by any other criteria. New Stuff: Increase… Read More: Error in Move Territory functionality in Sage CRM »

Rebalancing complex territory structures

When it comes to Territories, implementation complexity increases. When it comes to migration of territories and rebalancing the territory structure, it becomes more complex. I have already discussed on this blog how you can swiftly carry our Territory migration. See below link. Related Post: Territory Migration Now I will discuss how to handle rebalancing of… Read More: Rebalancing complex territory structures »

Re-assignment within same team/territory

Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More: Re-assignment within same team/territory »

Setting a Territory field by default to Worldwide

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.… Read More: Setting a Territory field by default to Worldwide »

Enhanced Data Security – Restriction on Custom entity screen buttons

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… Read More: Enhanced Data Security – Restriction on Custom entity screen buttons »