Account Reps PaulZ 5/1/2007 2:07:09 AM Hi, Just started using Outlook BCM. Is there a way that I assign independent account reps to either accounts or contacts? If not, I might have to abandon the program. PaulZ

Re: Account Reps "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 5/1/2007 3:01:57 AM Paul, There are a number of ways that you can do this. Within the "Classification" section on the Account or Business Contact record you can indicate the rep in the "Assigned to" field. You can also customize a field for this yourself to type the reps name into. -THP PaulZ wrote: [Quoted Text] >Hi, >Just started using Outlook BCM. Is there a way that I assign independent >account reps to either accounts or contacts? If not, I might have to abandon >the program. > >PaulZ -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200705/1

Re: Account Reps PaulZ 5/1/2007 12:56:00 PM Thanks Tim, I thought the "assigned to" fields were system authentication driven (for lack of a better way of expressing). My main concern is the ability to report opportunities, etc. by rep. Is there a way to modify the "standard" reports to incorporate a user-defined field? I see there is a way to sort oppties by "assigned to" or "source of lead", another field I considered. Any thoughts would be greatly appreciated. Paul "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > Paul, > > There are a number of ways that you can do this. Within the "Classification" > section on the Account or Business Contact record you can indicate the rep in > the "Assigned to" field. You can also customize a field for this yourself to > type the reps name into. > > -THP > > PaulZ wrote: > >Hi, > >Just started using Outlook BCM. Is there a way that I assign independent > >account reps to either accounts or contacts? If not, I might have to abandon > >the program. > > > >PaulZ > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200705/1 > >