When linking an existing user account in BBIS to a record in BBCRM, the user must delete the existing user then generate a signup transaction link to properly link the constituent. I would like to see an improvement on this process to which the user is not deleted then readded. Also, reviewing the
Transactions user guide, the guide does not speak to the benefits of linking an individual constituent to a user in BBIS. The user guide will show you how to complete this process but does not provide much information around the benief of linking the record.