{"id":12277,"date":"2016-03-11T12:55:48","date_gmt":"2016-03-11T12:55:48","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12277"},"modified":"2019-04-04T11:59:45","modified_gmt":"2019-04-04T11:59:45","slug":"mass-update-territory-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/11\/mass-update-territory-in-sage-crm\/","title":{"rendered":"Mass Update Territory in Sage CRM"},"content":{"rendered":"

The \u201cUpdate Territory\u201d function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively.<\/p>\n

New Stuff:<\/strong><\/em> \u00a0Signature in Sage CRM<\/a><\/span><\/p>\n

In the below Blog we have mentioned the steps to move a Company, Person and related data of the company from one territory to another territory based on the country code, mentioned in the primary Address of the company by performing the following steps.<\/p>\n

Here are the steps that Sage CRM System Administrator needs to do to Update Territory.<\/p>\n

    \n
  1. User needs to create a Group of Companies\/Contacts within Sage CRM for which Update Territory needs to be performed.<\/li>\n
  2. Once Group is created user can navigate to the Group Summary screen and select Update Territory button.<\/li>\n
  3. Now Click on \u201cUpdate Territory Button\u201d to update the territory as shown in the screenshot below.
    \n    \"Update<\/a><\/li>\n
  4. Now Click on \u201cUpdate Territory Button\u201d to update the territory as shown in the screenshot below.
    \n    \"Territory\"<\/a><\/li>\n
  5. Next screen will show the count of records to move, Select the values and click \u201cGo\u201d.
    \n    \"Summary<\/a><\/li>\n
  6. After performing the above steps user will be able to move all the records from the list to target territory.<\/li>\n
  7. However, to perform the above steps we need to set \u201cAllow mass update and update territory\u201d to Yes and click SAVE in\u00a0 Administration |System |System Behavior<\/em><\/strong> screen as shown in the below screenshot.
    \n    \"system<\/a><\/li>\n
  8. Hence we can move Company, Person, and their child records from one territory to another territory based on Company’s Country Code in the Primary Address of the Company.<\/li>\n<\/ol>\n

    About Us<\/strong><\/span>
    \nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

    For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    The \u201cUpdate Territory\u201d function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff: \u00a0Signature in Sage CRM In the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,24,42,46,47,73,78,83,95,98,107,175,309,310,327,328,329,332,336,337,338,340,342,400,417],"tags":[1576,1579,2504],"class_list":["post-12277","post","type-post","status-publish","format-standard","hentry","category-administrator","category-alter","category-bulk","category-button-sage-crm","category-button-image","category-configuration","category-control","category-crm72","category-custom-page-sage-crm","category-customization","category-de-duplication","category-home-territory","category-rebalancing","category-records","category-sage-300","category-sage-300-erp","category-sage-300-erp-2012","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-guide","category-sage-crm7-3","category-territory-sage-crm","category-user","tag-mass","tag-mass-update","tag-update"],"yoast_head":"\nMass Update Territory in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/11\/mass-update-territory-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mass Update Territory in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The \u201cUpdate Territory\u201d function allows you to simultaneously update same fields in selected records within a group. 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