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Thread: Reassigning records to a Team

Gareth
Posts: 1

Reassigning records to a Team Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Nov 13 3:20 AM

Hello,

Recently we have been contacted by a customer that wants some data imported to be reassigned to a pecific team.

Can this be done by changing the SECCODE field? Do teams have a SECCODEID, and would I find it in the SECURITYINFO table?

Or is this the wrong way to be thinking about it?

EDIT - Never mind, didn't realise there was an option to realign territories to a team.

[Reply][Quote]

Mike Spragg
Posts: 1226

Re: Reassigning records to a Team Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Nov 13 8:46 AM

The easiest way is via Admin - in there is tools / manage / re-align territory
This makes sure it deals with sub-entities.
It's also sync aware - if you use remotes etc.

You can change seccodeid - but you do need to ensure you do everything, and mistakes are not forgiving !

[Reply][Quote]

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