Administrator Information

Note: Your administrator can determine whether field contents are transferred and sales groups are added or updated when manually editing or importing data and applying changes in the Maintenance module:

Use the Disconnect Fields from City Table and Disconnect Fields from Country Table configuration entries to prevent fields from being filled in automatically when a country and postal code are entered. You can deactivate the transfer for each individual field and info area, see CRM.core Administrator Guide.

You can prevent sales group records from being automatically created or updated based on the settings defined in the Sales Territory Management info area in the CRM Process configuration info area see CRM.core Administrator Guide. .

Use sales territory management when importing/Use sales territory management in the Maintenance module: If access to these processes is denied, no sales group records are added or updated when importing data or updating data in the Maintenance module.

Sales Territory Management process: If access to this process is denied, assigning reps based on the settings in the Sales Territory Management info area is disabled completely. (If you are not using the Sales Territory Management info area at all, Aurea recommends denying access to this process for performance reasons.)