BCM Integration with Accounting Jimmy Stahl 6/21/2007 5:03:01 PM BCM had an "Account" and Accounting 2007 had the same as a "Customer." After integrating it created a duplicate "Account" in BCM (with slightly different history and contact info). How do I merge the two "Accounts" in BCM? Or do I have to manually update one and delete the other? -- J5 XP Machines

Re: BCM Integration with Accounting "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/21/2007 5:52:38 PM "All-in-one-place" and "seamless integration" are a real joy aren't they? See my other comments to your other Accounting related post. -THP Jimmy Stahl wrote: [Quoted Text] >BCM had an "Account" and Accounting 2007 had the same as a "Customer." After >integrating it created a duplicate "Account" in BCM (with slightly different >history and contact info). How do I merge the two "Accounts" in BCM? > >Or do I have to manually update one and delete the other? -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: BCM Integration with Accounting Luther <enowning[ at ]gmail.com> 6/24/2007 6:02:03 PM On Jun 21, 10:03 am, Jimmy Stahl <JimmySt...[ at ]discussions.microsoft.com> wrote: [Quoted Text] > BCM had an "Account" and Accounting 2007 had the same as a "Customer." After > integrating it created a duplicate "Account" in BCM (with slightly different > history and contact info). How do I merge the two "Accounts" in BCM? > > Or do I have to manually update one and delete the other? > -- > J5 XP Machines When BCM 2.0 integrated with SBA 1.0, and imported SBA customers, BCM would detect duplicates and link the exisiting BCM contact to the SBA customer. When MOA integrates with BCM 2007, it doesn't do any dup detection. I expect because MOA is the new product (fewer users than BCM), it assumes that the most likely scenario is a user new to MOA, who will already have all their customer contacts in BCM and wants to use them in MOA. If you want MOA to detect duplicate contacts, you'll have to ask MOA to add that feature.