{"id":141,"date":"2009-05-28T11:50:00","date_gmt":"2009-05-28T11:50:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=141"},"modified":"2009-05-28T11:50:00","modified_gmt":"2009-05-28T11:50:00","slug":"update-all-entity-records-in-sagecrm-with-new-territory-and-new-team-for-user","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/28\/update-all-entity-records-in-sagecrm-with-new-territory-and-new-team-for-user\/","title":{"rendered":"Update all entity Records in SageCRM with New Territory and New Team for User"},"content":{"rendered":"<p>Suppose you have a User working in <strong>Territory1 <\/strong>and since he is working with the organization for long time, he has lots of data of his concern in SageCRM.<\/p>\n<p>Now, suppose due to some reason this user gets transferred to another Territory say <strong>Territory2<\/strong>.<\/p>\n<p>Here what <strong>Administrator <\/strong>will do is, he will change his <strong>territory <\/strong>to <strong>Territory2 <\/strong>from User Details Screen, but the entire dataset which belonging to that user so far will remain in the previous Territory only (i.e. <strong>Territory1<\/strong>). There is no option in SageCRM to update the territory, team of data in SageCRM as per the changed territory of assigned user. Logically entire dataset is out of scope of SageCRM.<\/p>\n<p>What if you want all the important datset to remain with the user even if we transfer him from one territory to another. We have written the <strong>stored procedure <\/strong>that does the same. This stored procedure can be ran by <strong>System Administrator<\/strong> in SQL which updates all the dataset belonging to the above mentioned user with reference to <strong>new territoy<\/strong>.<\/p>\n<p><marquee width=\"80%\"><b>If you find this useful, Please drop us a mail on <a href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Suppose you have a User working in Territory1 and since he is working with the organization for long time, he has lots of data of his concern in SageCRM. Now, suppose due to some reason this user gets transferred to another Territory say Territory2. Here what Administrator will do is, he will change his territory\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/28\/update-all-entity-records-in-sagecrm-with-new-territory-and-new-team-for-user\/\">Read More &raquo;<\/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":[1],"tags":[2430],"class_list":["post-141","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-territory"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Update all entity Records in SageCRM with New Territory and New Team for User - 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\/2009\/05\/28\/update-all-entity-records-in-sagecrm-with-new-territory-and-new-team-for-user\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Update all entity Records in SageCRM with New Territory and New Team for User - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Suppose you have a User working in Territory1 and since he is working with the organization for long time, he has lots of data of his concern in SageCRM. 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