BCM Accounts - Salesperson Assigned

[Guest]

Is there a way to see the salesperson assigned to a BCM account? In Small
Business Accounting, you can assign a Salesperson to an account. Using the
BCM SP1 to integrate SBA and BCM, can you see that information and/or change
it anywhere in BCM or does it have to go through SBA?

 

[Luther]

Short answer is no.

The v3 beta has an AssignedTo pulldown in Account, Contacts,
Opportunities, and Projects, but it only appears to contain BCM shared
users; I haven't figured out how to edit the list. The workaround is to
add salespersons as Windows users (you don't have to tell them their
password if you don't want them logging in) and make them shared users
of your BCM database. Another limitation is that this field doesn't
appear to be synchronized with SBA.