The “Update Territory” 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:  Signature in Sage CRM

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.

Here are the steps that Sage CRM System Administrator needs to do to Update Territory.

1. User needs to create a Group of Companies/Contacts within Sage CRM for which Update Territory needs to be performed.
2. Once Group is created user can navigate to the Group Summary screen and select Update Territory button.
3. Now Click on “Update Territory Button” to update the territory as shown in the screenshot below.
   
4. Now Click on “Update Territory Button” to update the territory as shown in the screenshot below.
   
5. Next screen will show the count of records to move, Select the values and click “Go”.
   
6. After performing the above steps user will be able to move all the records from the list to target territory.
7. However, to perform the above steps we need to set “Allow mass update and update territory” to Yes and click SAVE in  Administration |System |System Behavior screen as shown in the below screenshot.
   
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.

About Us
Greytrix 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.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.