Linking a field from BCM to Accounting


A

Adam

This is my second question!

I primarily do things from BCM. WHenever an ACCOUNT is created in BCM, a
'Customer Record' is created in MOA Professional.

In BCM, I have all of my clients 'categorized'. This past week, I tried to
run a Q1 report on a 'category' of clients in MOA, but realized, there IS NO
CATEGORY....
I had to manually create a CUSTOMER GROUP for all of my clients.

This CUSTOMER GROUP should have A LINK FROM BCM, somehow, so that when you
enter an ACCOUNT IN BCM, a field will also populate in MOA.

Basically I had to have someone sit all day and enter 'Customer Groups'.

Does anyone know a way around this??
THanks
Adam
 
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