How Do I change a Rep Territory Assignment in BrokerForce®?

One can change the assignment of a rep to a customer one customer at a time or as a group in BrokerForce Solo, or with a full replica in BrokerForce Enterprise.

To change the rep assignment for a customer:

1. Click the <Customer> tab and go to the customer record that needs the rep change
2. Select another rep from the <Account Rep> drop list and save your change by clicking the edit pencil at the top left of the form.

To change a batch of customer records:

1. Click the <Customer> tab and go to any customer record that needs a rep change
2. If your intent is to change the assignment for all records previously managed by another rep or, in a territory, city, state, zip, phone prefix, or other group of records, right-click on the field that contains the criterion that you want to apply the change to.  Filters are cumulative so, you can right click and filter by a rep, and then right-click and filter by a zip code prefix.
3. If a filter has been applied to the Customer form by right-clicking one or more fields on the form as shown below and selecting <Filter by Selection>, if you change that rep assignment to another rep, you will be prompted "Cascade this change to all records within this form's filter of " (your form filter).
4. In the graphic below, the user has right-clicked on the name "Haney, William".  If the user were to change the assignment to another rep, and answer <Yes> to cascade the change? All of William Haney's customers would be assigned to another rep.
5. Synchronizer? When prompted to "Include the order history?" answer <Yes> for the new rep to inherit the order history of the former rep.  That order history and those accounts will appear in a partial replica for that rep unless you re-re-assign the accounts and answer <yes> again to reset this "Heir" flag.
6. Reassigning accounts after a partial replica has been made will not remove the information from the partial replica.  To remove accounts and order history from the partial replica, the replica would have to be re-made and charges will apply.   

Changing a rep assignment will NOT affect previously entered orders.  Only orders entered after the change will default to the new rep.

Assigning a secondary rep to an customer is usually only significant for partial replicas of replicated data sets.  When a secondary rep is assigned, both the primary and secondary will see that customer record and their order history.