Regions

SECURITY  Security level with Admin permission to configure Organizations & Contacts. Refer to Organizations & Contacts.

NAVIGATION   > Admin > Features & Settings > Organizations & Contacts > Regions

Regions are one level above territories, and can be used in searches and reports. Regions are optional and can be added, edited and deleted at will. We recommend that you set up regions if you have a large sales force.

To add a region, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.

  2. Click New and enter the name and description of the new region.

Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.