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Former Member
Mar 25, 2015 at 01:29 AM

Add Standard Field to Territory Rules

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Hi Cloud Community,

Is it possible to add a standard field to the Realignment Run Rules?

Because like many customers we have exceptions to general rules, we are hoping to be as simple as setting the realignment rule to have the "Owner" determine the territory. The owner and territory manager would be the same individual.

Creating a work around to fill this with an extension field would be too much. I was hoping to get a further usage capability for standard fields as we have for extension fields.

Standard account master data should be apart of the territory rules. Plus I have not figured out exactly how to change the scoping for unchecking "multiple territory allowed". If we could uncheck this box we could do manually in the back office until C4C supports standard Account Master Data fields for realignment runs.

Regards,

Grayson