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Sage CRM - It is possible to add a Terriroy field to the team entity?


As the title says, it is possible?

I see that the Company entity has a comp_secterr (Zones) but it not displayed in the Admin > Custimization > Company > Fields. This field is hardcoded in the company entity?

Im guessing that it would be a select field with a predefined search family but i can not find the territory list


Solution

  • You are right in that you need to add a select field to the team entity (Channel table). However, you also need to tell the system to treat it as a Territory field, which you can only do directly in the database.

    1) Go to Administration > Customisation > Secondary Entities > Team 2) Add a new field:

    Entry Type: Selection
    Column Name: chan_secterr
    Caption: Territory
    Lookup Type: Create New Lookup
    

    3) Run this query in SQL Management Studio:

    UPDATE custom_Edits SET colp_entrytype = 53 WHERE colp_colname = 'chan_secterr'
    

    4) Perform a Metadata Refresh (Administration > System > Metadata > Refresh All) 5) Add the field to a screen and it should show all the Territories.

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