Introduce an easier way of finding BBIS users in BBEC

Since the go to constituent button in BBIS will be removed when we upgrade we would like an easier way to search for a BBIS user in EC. At present the BBIS username doesn't pull through in to EC so you have to search by name, which isn't always obvious with common names. Maybe having the EC lookup ID in IS or the IS username searchable in EC would be the best option.
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  • Jun 29 2015
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    Nicola Cameron commented
    January 20, 2021 10:39

    This can be achieved using Query to filter on Online Information node of Constituent query type where BBIS username is available as a filter. A smart query could also be utilized to avoid having to edit the query each time. Additionally the constituent search could be customised to include the field as a Professional Services engagement.

    Example of smart query:

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