Limit display of sales territories to show only certain level

[Former Member]

Hi All,

Is it possible to configure the system to show only a certain level of a territory structure? For example, if I created the territory structure as below but I wanted to show the 'lowest' level (AE01, BW01, etc) only to my users, not the regional levels (WNA, CNA, etc) , how can I do that?

Thanks in advance

[former_member53853]

Mark,

If you open the advanced search screen you can select the Territory Level as one of the filter criteria.

[Former Member]

Hi Ron,

Interesting is there a way I can default the Sales Territories to show Level = X instead of asking the users to use advanced filter each time?
That would be my first choice

OR alternatively, is it possible to create the query, Save it, and then expose that query to all my users/roles (and ask them to use the custom query)?

That would be my second choice.

Third choice would be to tell the users to use the advanced filter each time.

Thanks.

[former_member53853]

Hi Mark,

Unfortunately I don't think your choices #1 and #2 are possible through configuration.

Ron