If I reassign a territory/salesperson to a particular account would like all the history for that account assigned to the new salesperson. As it is now if I look for past sales history for a particular sales person it will not bring over sales etc. if it was assigned to someone else previously. In this case I can not really compare territory sales from previous years compared to current. Also our customer service sometimes assigned an account to the wrong territory and sales posted before I notice it. So history information will be wrong.

by: Howard F. | over a year ago | General Enhancements