v8.03.407A Sales Territories Issue

Yahoo Archive
1
That is correct, unless you select "see all territories" check box.
Then you can see all the territories.
This is a great feature if you are working with a large sales force that
only want's to see their customers.

Brz in Mpls

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
cl22003
Sent: Thursday, April 09, 2009 4:33 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: v8.03.407A Sales Territories Issue





We are on the same version and use multiple territories. Check the
"workforce" (salesperson/s)linked to the territory.
The workforce has "authorized users". Authorized users determine access to
see customers by territory.

If you are on only one workforce as an authorized user, you can only only
see customers related to the associated territory.

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Ari
Footlik" <ari@...> wrote:
>
> Presently, we do not make use of the "Sales Territories" functions in
> Vantage, so none exist.
>
> When I added a "Sales Territory," I was not able to search for any
> customers - none would show up in the results list.
>
> If I accessed a customer and assigned them to the newly created
> territory, only that customer would appear in the search results - none
> of the others (ones with no territory assigned) would be displayed in
> the results list. If I deleted the territory completely, searches would
> work properly again.
>
> Has anyone else seen this behavior?
>
> --Ari
>
>
> [Non-text portions of this message have been removed]
>






[Non-text portions of this message have been removed]
2
Presently, we do not make use of the "Sales Territories" functions in
Vantage, so none exist.

When I added a "Sales Territory," I was not able to search for any
customers - none would show up in the results list.

If I accessed a customer and assigned them to the newly created
territory, only that customer would appear in the search results - none
of the others (ones with no territory assigned) would be displayed in
the results list. If I deleted the territory completely, searches would
work properly again.

Has anyone else seen this behavior?

--Ari


[Non-text portions of this message have been removed]
3
I have not looked at this in a long while.

Seems we had some similar behavior when we first "turned on" CRM after original live date. Some customers would just not show up.

We had to set up the territory params and then run a routine, like calculate terrorty, or something like that from one of the CRM menus.

Not at a system now, so memory is vague.



Carey



To: vantage@yahoogroups.com
From: ari@...
Date: Thu, 9 Apr 2009 13:21:30 -0500
Subject: [Vantage] v8.03.407A Sales Territories Issue







Presently, we do not make use of the "Sales Territories" functions in
Vantage, so none exist.

When I added a "Sales Territory," I was not able to search for any
customers - none would show up in the results list.

If I accessed a customer and assigned them to the newly created
territory, only that customer would appear in the search results - none
of the others (ones with no territory assigned) would be displayed in
the results list. If I deleted the territory completely, searches would
work properly again.

Has anyone else seen this behavior?

--Ari

[Non-text portions of this message have been removed]









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[Non-text portions of this message have been removed]
4
This is a CRM security feature. It overides all other Vantage security settings. If CRM is turned on and a customer is assigned to a territory, then only a Authorized User attached to a Work Force ID with access to that territory can view anything in the Customer Table for that customer. We use CRM and Territories, but want all users to have access to all customer information. So what we do is set up a Work Force ID for each Vantage User, select "View all Territories" for that ID, Then add the Vantage user as a DefaultUser to that Work Force ID. Problem Solved.




________________________________
From: Ari Footlik <ari@...>
To: vantage@yahoogroups.com
Sent: Thursday, April 9, 2009 2:21:30 PM
Subject: [Vantage] v8.03.407A Sales Territories Issue





Presently, we do not make use of the "Sales Territories" functions in
Vantage, so none exist.

When I added a "Sales Territory," I was not able to search for any
customers - none would show up in the results list.

If I accessed a customer and assigned them to the newly created
territory, only that customer would appear in the search results - none
of the others (ones with no territory assigned) would be displayed in
the results list. If I deleted the territory completely, searches would
work properly again..

Has anyone else seen this behavior?

--Ari

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
5
We are on the same version and use multiple territories. Check the "workforce" (salesperson/s)linked to the territory.
The workforce has "authorized users". Authorized users determine access to see customers by territory.

If you are on only one workforce as an authorized user, you can only only see customers related to the associated territory.




--- In vantage@yahoogroups.com, "Ari Footlik" <ari@...> wrote:
>
> Presently, we do not make use of the "Sales Territories" functions in
> Vantage, so none exist.
>
> When I added a "Sales Territory," I was not able to search for any
> customers - none would show up in the results list.
>
> If I accessed a customer and assigned them to the newly created
> territory, only that customer would appear in the search results - none
> of the others (ones with no territory assigned) would be displayed in
> the results list. If I deleted the territory completely, searches would
> work properly again.
>
> Has anyone else seen this behavior?
>
> --Ari
>
>
> [Non-text portions of this message have been removed]
>