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Why the Territory Picklist Cannot be Edited After the Call Is Saved in CRM?

  • Updated

Question:

Why the Territory picklist field (Territory_vod__c) cannot be edited after the Call is saved in CRM?

Answer:

This is expected behavior. The field is Read-only if the Call is not newly created and not in Planned status.

The reason behind this behavior is to prevent Territory changes in cases when:

  • There has been a realignment since the Call was originally created and saved. Now the user is assigned to another Territory.
  • A manager or HQ user, who has access to the Call, edits it to add some details, but the user is in a different Territory.
  • Saved Calls are already counted towards active Cycle Plans for the Territory in question.

Related Documentation:

CRM Help Documentation: Executing a Call/Selecting a Territory

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