J
jaygillette
My company implemented the BCM a couple of month ago one each computer
non-shared. Last week they merged all the data into one database and
placed it on the server. Now when I go in, there is over 5000 records,
of which less than 100 matter to me being a sales guy. Is there any
way I can set it so that when I enter, it automatically applies a
filter to the records so I don't have to do it every time. Its just
really annoying that I set the filter, check my email and come back and
have to set the filter again to just see the accounts that are assigned
to me. Are there any plans to be able to have tabs and both email and
BCM open at once to keep the filters in place or just allow me to
customize my BCM mainpage to just show accounts assigned to me? Thanks
for any help you can provide.
non-shared. Last week they merged all the data into one database and
placed it on the server. Now when I go in, there is over 5000 records,
of which less than 100 matter to me being a sales guy. Is there any
way I can set it so that when I enter, it automatically applies a
filter to the records so I don't have to do it every time. Its just
really annoying that I set the filter, check my email and come back and
have to set the filter again to just see the accounts that are assigned
to me. Are there any plans to be able to have tabs and both email and
BCM open at once to keep the filters in place or just allow me to
customize my BCM mainpage to just show accounts assigned to me? Thanks
for any help you can provide.