Marcia

You can move sets of records to another territory using the 'update territory' feature.

Make sure that this is enabled under

Administration -> System -> System Behaviour

Set "Allow mass update and update territory" = 'Yes'

Once you have done that, you can create a new group containing the companies that need to be moved to the new territory. This group can be either a dynamic group or a static group containing the handpicked companies you want. If you view the group there will be a action button called 'Update Territory'. If you click this then you will start the process of moving records to a new territory.

If you move a company record then then its child records will also be moved.

These include

Cases

Communications

Opportunities

Persons

If you choose to run sql scripts of your own design then you run the risk of breaking the security system.

Hi Jeff,

Is it possible to move certain people from a company to the new territory without having the company exist in the territory?

Marcia

Marcia

Simon Yaltoy is a contact who works for Gatecom. These are both in Seattle and the territory US West. If I create a group for all people in Seattle and then move them into another territory using the 'Update Territory' feature then I will move these people plus all their opportunities, communications and child entities. So a Person can be moved into a territory that differs from the parental company.

BUT! In order to access that person the user must have rights on both the person and company record.

Jeff,

I have tried what you have suggested but the persons were moved to the new territory and the company was the old territory.

I would like the company to remain with the existing territory but a new company created with the new territory to where the persons can be moved to the new territory.

Is there an easy way of doing this besides added each company each company manually?

Marcia

There isn't an out-of-the-box way of doing this.

This becomes a programming task.

Ok.

Thanks!