With Territory Management enabled, the process of adding a user as an "active" member to a Territory is very cumbersome, especially with a large org.
In our org, a user that should be added as "active" member in a territory is oftentimes already an "inactive" member of the Territory (because they own an opportunity assigned to the territory but they aren't real members of it).
My suggestion is to add a "Add As Active Member" link beside all "inactive" users, so that I don't have to click the "Add Users" button, scroll through all hundreds of users whose name starts with e.g. 'M' and finally check off the checkmark and click Save. Having the link right next to the user would make it so much easier.
1 Comment » Posted by JohanLiljegren
Posted 11/18/08
Categories: Sales Force Automation, User Experience, Applications, Force.com Platform, Administration & Sharing
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sueleary 11/18/08 |
I agree with the post. |