I would like to save emails directly from outlook to existing Project Issues and not have to convert email to PDF. I have the Acumatica add on button to me Outlook Ribbon but it only gives me the option to create a new Project Issue.
That’s good news. Thanks for reply.
Would the system email account that someone is replying to need to have incoming mail processing turned on? (assuming yes). If the email is sent out of activities in the Project record and it is replied to, as long as the From email is a system email account and incoming mail processing is turned on, will the reply be logged in Activities in the Project record? (similar to cases).
See screenshot below. What conditions are needed for the Project checkbox to be an available option in the Outlook add-in? Does the contact/person need to be the contact for the Project record for that to be an option?
The first item would be automatically capturing the email response when sending the email from Acumatica. This uses system email accounts, incoming mail processing settings and some other conditions.
The second item is using the Acumatica Outlook Add-In. This looks like your attachment, so that is dependent on the settings within Enable/Disable Features. Construction Project Management would be required for logging activities to Project Issues and RFI’s.
- Emails sent out of Acumatica will have a link back to the Project Issue (or other document) that can capture responses automatically. It is based on matching the subject line in the email with the document.
- With the Outlook Add-In, you should have the ability to select the person, then ‘Log Activity’ to the corresponding entity, in this case, Project Issue. This will copy the email to the Project Issue Related Activities tab;
Hope this helps!
Joel
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.