Hi Zoho and fellow CRM users,

I've discovered an odd behviour of the CRM. 

I have Territories set up and Accounts are correctly assigned Territories according to the set of rules I've developed.

Contacts usually inherit the same Territories as their related Account, but there's a situation where they don't: when the Account has a Territory that has been manually assigned.

Here is an example:

- Territory A that was automatically assigned by the CRM according to the set of rules governing that Territory, and

- Territory B that was manually assigned by a user.

If I create a Contact and relate it to that Account, the Contact will have no Territories automatically assigned, even though I expected it to inherit both Territory A and Territory B from its Account.

If I remove the Account's Territory B (the one that had been manually assigned), then create a Contact, the Contact is automatically assigned Territory A.  This shows that the manually assigned Territory B was the issue. I have experimented with this many times and found it to always be the issue.

Simply removing Territory B is not a solution to my problem, because I need to allow Accounts to have Territories manually assigned.

My questions are:

- Is this type of behaviour described in documentation anywhere?

- Has anyone come across this before?

And most importantly:

- In the example above, I need the Contact to automatically be assigned both Territory A and Territory B - how can I configure my CRM so this will happen? Users will want to manually assign Territories from time to time for cases that don't conform to the Territory rules.

Any help with this is much appreciated, thanks community!