Auto-created Communications + inherited Territories

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Mailchimp Campaigns and Outbound Call Lists both generate and log Communications to their targets, but it appears that these have a SecTerr of Worldwide (default). 

Is there any way to change it so that it inherits the parent entity's (Lead/Company/Person) Territory?

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  • You should be able to write a table script or even a SQL trigger that updates the secterr for comms that are created by the sync.

    Sage CRM specialist and all round fan! Please feel free to follow me on twitter @dannycrm

  • That's what I thought -- was just confirming "default" behavior.  Thanks for the reply.