@utaylor We only have one territory and everyone can see it so it don’t have a territory solution, but I do something like this with security groups. If you made security groups the same as your territories, assigned the users to them. Then on GetByID and the first method hit after a search. Check that the Customer territory is contained in UserFile.GroupList and stop the open if not found.
I was just asking that question yesterday to someone helping. I saw that I was using Case Management type in case entry and wondered if that was the right thing to choose instead of CRM.
So to answer your question, I am using case management workflow groups at the moment for CRM tasks defined by our sales process.
The issue I am facing is that the sales reps are able to see everyone’s cases.
Task Sets relate to CRM,Case, or ECO if I am not mistaken so in order to use task sets with case entry you have to create the task set in the related area (CRM,Case,ECO).
I mentioned I was using case entry and case type so I have case related task sets.
@utaylor You will have to go further down in the trace to after getby but before data is displayed. I took a quick look and in my system GetAvailTaskSets could be a possibility since you have a casenum and custnum by then.