{"id":496,"date":"2012-01-25T07:44:19","date_gmt":"2012-01-25T07:44:19","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=496"},"modified":"2012-01-25T07:44:19","modified_gmt":"2012-01-25T07:44:19","slug":"setting-a-territory-field-by-default-to-worldwide","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/01\/25\/setting-a-territory-field-by-default-to-worldwide\/","title":{"rendered":"Setting a Territory field by default to Worldwide"},"content":{"rendered":"<p>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.<br \/>\nWe know how to add territories and assign them to users in sage crm. It is very simple and we can achieve this very easily.<br \/>\nWhen we create a new company or person, it is always seen that the territory field is set to Default. Now what if you want to set a specific territory by default? Let us say I want to set the territory field to worldwide or to any other territory by default when the user creates a new company or person.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/01\/i1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-497 aligncenter\" title=\"Default Territory\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/01\/i1.jpg\" alt=\"Default Territory\" width=\"1263\" height=\"443\" \/><\/a><\/p>\n<p>This can be done through small screen level customization. There are to simple approaches to go about it.<br \/>\n1. Create script and DefaultValue<br \/>\nWrite the below script in the create script section of Territory field on screen.<br \/>\nDefaultValue=-2147483640 &lt;This is the territory id you want to set by default&gt;;<br \/>\nRead-only=true;<br \/>\n2. Client side script<br \/>\nWrite below script in custom content box of the screen.<br \/>\n&lt;script language=&#8221;javascript&#8221;&gt;<br \/>\nwindow.attachEvent(&#8220;onload&#8221;,Page_Load)<br \/>\n&lt;\/script&gt;<br \/>\n&lt;script language=&#8221;javascript&#8221;&gt;<br \/>\nfunction Page_Load()<br \/>\n{<br \/>\nvar perssecterr = document.EntryForm.pers_secterr;<br \/>\nfor(i=0;i&lt;perssecterr.length; i++)<br \/>\n{<br \/>\nif(perssecterr[i].innerText == &#8220;Worldwide&#8221;)<br \/>\n{<br \/>\nvar tabText=perssecterr[i].innerText<br \/>\nalert(tabText);\u00a0\u00a0\u00a0<br \/>\nperssecterr[i].selected=true;\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/>\n}<br \/>\n}<br \/>\n}<br \/>\n&lt;\/ script &gt;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/01\/25\/setting-a-territory-field-by-default-to-worldwide\/\">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":[155,332,400],"tags":[720,833,1761,2030,2031,2430],"class_list":["post-496","post","type-post","status-publish","format-standard","hentry","category-fields","category-sage-crm","category-territory-sage-crm","tag-company","tag-crm7-0","tag-person","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-territory"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting a Territory field by default to Worldwide - 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\/2012\/01\/25\/setting-a-territory-field-by-default-to-worldwide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting a Territory field by default to Worldwide - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we all know when we implement sales processes in CRM, territory becomes an essential part of it. 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