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

Question

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

Answer 1

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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