Hi,

What I understand from your above post is that you want to set users default territory at the time of company, person and communication creation but you are getting “Default” value set to your respective territory field. Just to bring in to your notice these is the standard behaviour of Sage CRM. Once you save the record respective default territory of the users gets populated. So there is no need to change the territory of user at the time of filling data. CRM shows “Default” as a value means users home territory value will get set once data is saved.

Regards,

Dinesh

Jake

Dinesh is correct that this is standard behaviour. You amy want to have a look at this blog for more information about how the Default territory idea works.

community.sagecrm.com/.../overriding-the-default-territories-setting.aspx

Thank you both, for your responses.

I guess something must have been changed in our install. When I created a new company the Territory showed Worldwide. When entering and Individual without a company, I see it showing default.

On the Company Entry Screen we had DefaultValue = CurrentUser.user_primarysecterr; in the Create Script for comp_secterr field. I've removed this and it now shows Default.

Same was true on the Communication Detail Box. This makes a lot more sense, I think. When creating a communication and the company and person fields are completed, it uses the territory of the company. When creating a communication with just the person, it uses the territory on the person. I would almost think that it should always be the territory of the person.