{"id":144,"date":"2009-05-30T14:11:00","date_gmt":"2009-05-30T14:11:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=144"},"modified":"2009-05-30T14:11:00","modified_gmt":"2009-05-30T14:11:00","slug":"territory-field-not-getting-filtered-for-casesopportunities","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/30\/territory-field-not-getting-filtered-for-casesopportunities\/","title":{"rendered":"Territory field not getting filtered for Cases\/opportunities!!!!!"},"content":{"rendered":"<p>Are you facing the problem with the territory field like it is not getting populated properly in Sage CRM?<\/p>\n<p>If yes, then here is the one more area that you can look into.<\/p>\n<p>The problem arises for entities like <strong>Cases<\/strong> and <strong>Opportunities<\/strong>. In Sage CRM, we can create the mirror imaged fields of <strong>Case\/Opportunity<\/strong> in the <strong>CaseProgress\/ OpportunityProgress<\/strong> table respectively.<\/p>\n<p>For the standard entities like <strong>Case<\/strong>, <strong>opportunity<\/strong> the field <strong>case_secterr<\/strong> and <strong>oppo_secterr<\/strong> are already present by default, but this is not the case of <strong>CaseProgress<\/strong> and <strong>OpportunityProgress<\/strong> tables. Here you will not find these territory fields.<\/p>\n<p>Now, if you will create the field, say <strong>Case_Secterr<\/strong> in <strong>CaseProgress<\/strong> table which maps to <strong>Case_Secterr<\/strong> of <strong>Case<\/strong> table, you will come across the problem mentioned above that is the territory field not getting populated properly.<\/p>\n<p>Here, exactly what happens is, CRM does not use the actual territory field from Case table. It automatically, fetches the territory field from CaseProgress in the whole system. Due to this conflict, it does not filter the territory field on all the screens, where it has been added. It displays all the territories available in the CRM.<\/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>Are you facing the problem with the territory field like it is not getting populated properly in Sage CRM? If yes, then here is the one more area that you can look into. The problem arises for entities like Cases and Opportunities. In Sage CRM, we can create the mirror imaged fields of Case\/Opportunity in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/30\/territory-field-not-getting-filtered-for-casesopportunities\/\">Read More: Territory field not getting filtered for Cases\/opportunities!!!!! &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-144","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>Territory field not getting filtered for Cases\/opportunities!!!!! - 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\/30\/territory-field-not-getting-filtered-for-casesopportunities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Territory field not getting filtered for Cases\/opportunities!!!!! - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Are you facing the problem with the territory field like it is not getting populated properly in Sage CRM? 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