This KB article will show you how to make sure that new companies have a territory and that it can not be set as default


1. Go into Administration -> Customisation -> Company -> Screens -> Company Summary Screen
2. Click on Company: Territory (comp_secterr)
3. To make it so that when creating a new company the territory is changed from default to the current user's territory when saved put the following into the CreateScript box:

DefaultValue = CurrentUser.user_secterr;

4. If you want to make it so that the territory cannot be left as default you could put the following into the validate script for the same field (note: not to be used with the above code):

if (Values('pers_secterr') = 'Default')
Valid = false;
ErrorStr += 'You have not set the territory';

More Info:

Using either one of the two methods above, the territory field should now never remain on the default.


WARNING: The techniques or examples contained in this email are for illustrative purposes only, and have not been tested in a production environment. The techniques or examples used are not necessarily supported features of SAGE CRM, and may not have been previously tested or implemented on a production environment. Before attempting to implement any of these techniques or examples on a production environment, they should be tested thoroughly, as use of these techniques may cause unexpected behaviour. SAGE can accept no responsibility for any issues arising from the use of these techniques. Please ensure that you back up your database and application fully before implementing any changes of this nature.