Is there a way to build in a table to allow Dodge data to be displayed by county by rep? Currently all Dodge data is viewable by all reps. They have to continually use the filters to see their territories. We would like to be able to segregate the data so each rep only sees the Dodge data for their respective territories
Jessica Mayher
I would add the ability to assign Dodge project zip codes to a rep or customer, similar to the Manage - UCC BuyZip to customer menu. In fact, if you can duplicate all of the UCC functionality for Dodge projects, that would be ideal, but allowing reps to easily see and manage projects in their territory would be top priority.
Hi Jessica. A quick question about your idea: Are you looking for a way to manage county assignments, that then reflect in information specific to a filter for Dodge?