The FSLibrary Territory Manager module (M68) has been changed to afford the ability to designate each territory as appropriate for Operator and/or Distributor customer types and support for a concept called "Shadow Groups"

Customer Type

The Customer Type designations are part of a multi-step effort to ensure that only relevant information is displayed. For example the distributor and operator portfolios start out with a list of the complete territory hierarchy based. A future change will allow this applications to only display the hierarchy that is relevant for managing distributors and/or operators. This change allows us to begin to more accurately profile our sales territories.

Territory List Page

The values are changed on the details page. The default for all territories is Operator and Distributor. All of our existing territories are set to Operator and Distributor

Territory Details Page

The search center allows search by customer type. The default is to show all territories regardless of the customer types selected.

Shadow Groups

A Territory Shadow Group is a group manager group which includes all members of the Territory's Management Team and Additional Team Members. The Primary Manager of the Territory is the Shadow Group's Group Leader in Group Manager. When when the shadow group is enabled for a territory, a "Shadow" of it appears in Group manager. This shadow group can be used for any task that requires a group like granting permissions.

Shadow Groups are available for all territoires except Manufacturer Local Market Territories. There is no ETA for supporting shadow groups for Manufacturer Local Market Territories.

Territory Details Page

Group Manager List Page

Group Manager Members Page

The Group Manager Members page can be used to add and remove members of the Territory Additional Team Members list. Note that while it appears as if you can remove the special role members of the team (Primary Manager, Secondary Manager, etc...) they will not be removed.

Territory Shadow Groups are the first phase of an effort to connect many of our "groupish" concepts including SME Micro-sites and Level 3 managed access in a manner that simplifies maintaining and using the Food Service CRM platform. Stay tuned...