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I am trying to set up a foundation for my company's CRM using BCM. The
problem is when assigning an opprotunity to a sales person, not all of
the users show up (actually not even half). As far as i understand, as
long as they are users, they should be in the assign to field. Is
there any way to refresh this list ?
Thanks in advance,
Jon
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The "Assigned to" list shows those who have been granted shared access to
the database, not necessarily all the users on the computer/network.
Check the "Share Database" option under BCM...Database Tools, and confirm
that all the required users are listed. If not, you have to add them to the
list of shared users.
Hope this helps....
<desertimp[ at ]gmail.com> wrote in message
news:be7d2def-164c-4592-8d4f-be9c91e75398[ at ]f63g2000hsf.googlegroups.com...
[Quoted Text] >I am trying to set up a foundation for my company's CRM using BCM. The
> problem is when assigning an opprotunity to a sales person, not all of
> the users show up (actually not even half). As far as i understand, as
> long as they are users, they should be in the assign to field. Is
> there any way to refresh this list ?
>
> Thanks in advance,
>
> Jon
>
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On Oct 31, 8:53 am, "Tango91a" <tango...[ at ]yahoo.com> wrote:
[Quoted Text] > The "Assigned to" list shows those who have been granted shared access to
> the database, not necessarily all the users on the computer/network.
>
> Check the "Share Database" option under BCM...Database Tools, and confirm
> that all the required users are listed. If not, you have to add them to the
> list of shared users.
>
> Hope this helps....
>
> <desert...[ at ]gmail.com> wrote in message
>
> news:be7d2def-164c-4592-8d4f-be9c91e75398[ at ]f63g2000hsf.googlegroups.com...
>
>
>
> >I am trying to set up a foundation for my company's CRM using BCM. The
> > problem is when assigning an opprotunity to a sales person, not all of
> > the users show up (actually not even half). As far as i understand, as
> > long as they are users, they should be in the assign to field. Is
> > there any way to refresh this list ?
>
> > Thanks in advance,
>
> > Jon- Hide quoted text -
>
> - Show quoted text -
They are in the "Shared Database" options, plus my SQL backend has
them all as users to share the database.
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On Oct 31, 6:27 am, desert...[ at ]gmail.com wrote:
[Quoted Text] > On Oct 31, 8:53 am, "Tango91a" <tango...[ at ]yahoo.com> wrote:
>
>
>
>
>
> > The "Assigned to" list shows those who have been granted shared access to
> > the database, not necessarily all the users on the computer/network.
>
> > Check the "Share Database" option under BCM...Database Tools, and confirm
> > that all the required users are listed. If not, you have to add them to the
> > list of shared users.
>
> > Hope this helps....
>
> > <desert...[ at ]gmail.com> wrote in message
>
> >news:be7d2def-164c-4592-8d4f-be9c91e75398[ at ]f63g2000hsf.googlegroups.com....
>
> > >I am trying to set up a foundation for my company's CRM using BCM. The
> > > problem is when assigning an opprotunity to a sales person, not all of
> > > the users show up (actually not even half). As far as i understand, as
> > > long as they are users, they should be in the assign to field. Is
> > > there any way to refresh this list ?
>
> > > Thanks in advance,
>
> > > Jon- Hide quoted text -
>
> > - Show quoted text -
>
> They are in the "Shared Database" options, plus my SQL backend has
> them all as users to share the database.- Hide quoted text -
>
> - Show quoted text -
From poking around the BCM files, I can see there's a class in BCM
called AssignedToChanger. But I've never used it and don't know how to
start it. Have you tried looking in the BCM Help file?
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On Nov 3, 9:43 am, Luther <enown...[ at ]gmail.com> wrote:
[Quoted Text] > On Oct 31, 6:27 am, desert...[ at ]gmail.com wrote:
>
>
>
>
>
> > On Oct 31, 8:53 am, "Tango91a" <tango...[ at ]yahoo.com> wrote:
>
> > > The "Assigned to" list shows those who have been granted shared access to
> > > the database, not necessarily all the users on the computer/network.
>
> > > Check the "Share Database" option under BCM...Database Tools, and confirm
> > > that all the required users are listed. If not, you have to add them to the
> > > list of shared users.
>
> > > Hope this helps....
>
> > > <desert...[ at ]gmail.com> wrote in message
>
> > >news:be7d2def-164c-4592-8d4f-be9c91e75398[ at ]f63g2000hsf.googlegroups.com....
>
> > > >I am trying to set up a foundation for my company's CRM using BCM. The
> > > > problem is when assigning an opprotunity to a sales person, not all of
> > > > the users show up (actually not even half). As far as i understand, as
> > > > long as they are users, they should be in the assign to field. Is
> > > > there any way to refresh this list ?
>
> > > > Thanks in advance,
>
> > > > Jon- Hide quoted text -
>
> > > - Show quoted text -
>
> > They are in the "Shared Database" options, plus my SQL backend has
> > them all as users to share the database.- Hide quoted text -
>
> > - Show quoted text -
>
> From poking around the BCM files, I can see there's a class in BCM
> called AssignedToChanger. But I've never used it and don't know how to
> start it. Have you tried looking in the BCM Help file?- Hide quoted text -
>
> - Show quoted text -
Also, in the AssignedTo picklist, have you tried clicking on the "Edit
this list" item?
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