Add CRM Lookup ID to BBIS User page for quick link to a CRM Constituent

In order to ensure the BBIS system admin users are correctly matched to a CRM Constituent record (especially if they were setup in the back in of BBIS and did not self register), there should be a CRM Lookup-ID field in BBIS which can be manually entered if needed. Alternatively - we should be able to directly link the BBIS user ID to the Constituent record in CRM, by being able to update the Online Information on the constituent record.
  • Guest
  • Jun 29 2015
  • Will not implement
BBIS / BBIS
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  • +5