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Former Member
Aug 06, 2009 at 05:43 PM

CRM 2007 Territory Check



I need to implement the Territory Check functionality, we are implementing CRM 2007 instead of CRM 7, In CRM 7 there is a checkbox for 'Territory Check' when we maintain the transaction, We need to achieve the same type of functionality in CRM 2007.

For e.g. when user try to create an opportunity, he should get the popup showing the list of territories he is assigned to.

Can anyone give an idea on how to achieve this sort of functionality.


Kamesh Bathla