Automatically Updating Hierarchy Code Fields

Learn how to automatically update hierarchy code field.

To update the hierarchy codes after changing the rep hierarchy using CRM server:

  1. Add a new record for the updated rep in the Hierarchy Changes info area.
  2. Enter the new superior.
  3. Enter the date for the changes to be applied (Due on and Due at).
  4. Enter the CRM.server user in the Executing Rep ID field.
Note: You can also enter a different station in the Station No. field, in order to apply the change to another station. You need to ensure that CRM.server is configured on the station, and that no reps affected by changes to the hierarchy are missing in the station's database.

If the rep hierarchy is changed, the user does not receive a message. The result is saved in the record.