CRM

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.

Hello, We are working with the client on quotes being auto sent out of the system. The GI is built off of the CRQuote table and that is the entity we are trying to link the email activity to. Therefore it is not a join issue.  The schedule is auto processing and attaching the quote, but it will not write back to the CRPM Time Activity. Basically it is not creating the email activity as it should based on that entity field being linked.  See attached of where it should be writing to.  Attached  is proof of the email processing.  Anybody know why the link to entity is not working?  

Greetings, Community Members. We want to inform you that we are actively developing updates for Acumatica’s Exchange Sync software in response to upcoming changes Microsoft has scheduled for Fall 2026. Our goal is to ensure continued compatibility and a seamless experience for our customers. This change is driven by a Microsoft deprecation of legacy components that Exchange Sync relies on. Microsoft now requires migration to newer versions of their software, and Acumatica version 26R1 is being specifically designed to align with these updated requirements.  We are also actively evaluating options to support this change in a prior release of Acumatica. We expect to share more detailed information within the next couple of weeks. Rest assured, we will continue to provide regular updates and support resources as the Microsoft deadline approaches. If you have any questions or need assi

We upgraded from 25R1 to 25R2 and the add-in for classic Outlook 365 stopped working.  I reviewed help and it seems there are some updated steps for registering the Acumatica instance in Entra.  Under the Expose an API section, we need to add an Application ID in the format of api://<fully-qualified-domain-name>/<app-id>.  We are on SaaS - what do we use as the fully-qualified-domain-name?  Entra does not accept mycompany.acumatica.com since its not verified.  I can’t verify it since I can’t add it to my DNS.  Any insight?

Hi Developer , Accumatica User.We are looking to improve work efficiency and would like to explore if there are any AI tools or applications that can be integrated into our Acumatica CRM to help with data analysis or insights. Any recommendations? Looking forward for the recommendations. Thank you

Hi! Is it possible to create a business event directly in the customer portal?I have access to the business event screen in the portal, but the screen looks a lot different from what it is in the ERP. I also don’t see the question mark icon at the top that usually takes you to help documentations for the screen. Can someone explain to me how business event works in the portal and how to create/run one in the portal please? Thank you! 

Important Notice for Acumatica’s HubSpot Integration: Action Required by April 30, 2026  (Originally slated for September 30, 2025) Hello Community Members. If you or your organization currently uses Acumatica’s HubSpot integration, please be aware of an upcoming change that will require action to maintain functionality.  What’s happening?  Due to a HubSpot API requirement change, the current integration will experience disruptions starting April 30, 2026, unless a solution is applied. To address this change, our engineering team is actively preparing the fixes for all supported versions of our software.What you need to do:  ​ On

Hello, Community Friends, Are you interested in trying out a fresh, modernized Activity Stream in Acumatica? We have been hard at work updating the interface for viewing your customer interactions. With new features like customizable colored icons that help quickly identify activity types and a smooth, scrollable timeline, we believe this update will significantly streamline how you gather information. We are looking to try this for folks running version 25R2 and using the Modern User Interface but would love to speak to anyone interested.  If you'd like to be among the first to try this upcoming feature, please take a moment to complete this short qualification questionnaire. We’ll review submissions and respond within five business days to confirm your eligibility. Should you be selected, we kindly ask for your honest feedback to help us ensure

We are excited to announce that we are entering Managed Availability for our Modern Customer Portal initiative! We are looking for early adopters to explore the new features in a sandbox environment beginning with 2025 R2.The steps to sign up are listed below and are also available in the Managed Availability program details.If you would like an overview of the Modern Portal, please refer to the link below:2025 R2 Release Notes – Modern Customer Portal starts on page 139 The 2026 Acumatica Summit Customer Portal Presentation is attached to this post

Hi everyone,I’m working on a Generic Inquiry (GI) to build a sales pipeline for the last 3 months, mainly based on sales opportunities.The requirement has a couple of scenarios, and I’m a bit stuck on how to structure the logic.Scenario 1 – Opportunities without quotesIf an opportunity does not have any quote, then I need to consider:opportunities with an estimated close date within the last 3 months along with the stock item and quantity Scenario 2 – Opportunities with quotesIf an opportunity has quotes:there can be multiple quotes, but I only want to consider the primary quote in this case, I want to use the

We are adding drawing files for requested customizations to our open Opportunity File.  Once we have the drawing on file, we reach out to the customer for their approval, using create email selecting email template, from the Opportunity file.Is there an easy way to get the file document on the opportunity to be included on the Email being created from the same document, without having to download the file and then import it directly to the email?Surely having to download in order to then turn around and upload to an activity on the same document is not the intending process flow, correct?

Has anyone found a solution to getting cost/margins in CRM Sales Quotes? This is such a basic feature for quoting. While some businesses simply quote based on set sales prices, other businesses have salespeople who need to know costs in order to provide quotes/discounts, etc. I am struggling to understand why Acumatica CRM Sales Quotes do not provide any sort of cost/margin calculation/visibility functionality. I have upvoted a few entries I find that appear to be related.

Scenario:An internal user (employee within Acumatica) receives an email from the Acumatica system email with an external email address. The internal user (employee) removes the external email addresses and replies to the system email. If the “Route Employee Emails” is enabled and Acumatica has the employee’s emails, the system (RouterEmailProcessor) will route the email to the external email address. Problem:Internal communications can get exposed to external users without the knowledge of the employee who replied to the email.  Solution:Turn off Route Empl

Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?

Hello, I was wondering if Acumatica had an email response time tracking feature where we could pull data on how quickly customer service reps our emailing clients. The system it would tie into is outlook. Does anyone know if Acumatica has a feature like this?

Good day,Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. I have all the required fields but they want to body of the email included on the GI.Thoughts?Thank you.​@evangrill 

Has anyone tried scanning business cards in Acumatica using HubSpot integration?

We’re experiencing ongoing issues when logging emails from Outlook to Acumatica using the Outlook Plug-In for the Modern UI. I wanted to share details to see whether others are encountering similar behavior and if there are known fixes, best practices, or upcoming improvements.Record Visibility Issues When attempting to link an email to an existing Case, Opportunity, or Project, the case often does not appear in the selection list after choosing a Contact or Business Account. Opportunities do not consistently appear when searching or filtering, making it difficult to associate emails with the correct record. Often you must search the Opportunity Name or # to find it. In some scenarios, opportunities only appear after clearing filters or using very specific search behavior, which feels inconsistent. When linking an email to a Contact only, the activity appears solely under the Contact’s Activities. In prior

Hi everyone,What is the best practice for sending mass emails from Acumatica while staying compliant with email regulations?For example, if we want to notify several hundred customers about a new product launch or upcoming price changes, what approach do you typically use? As far as I can see, Acumatica’s built-in mass email functionality does not support an unsubscribe link. How do you usually handle this? Do you manage opt-in / opt-out preferences inside Acumatica, add a custom unsubscribe mechanism, or send those communications through an external email platform (Mailchimp, HubSpot, etc.) integrated with Acumatica?Would appreciate hearing how others are handling this.

Hello CRM Users, The CRM Product Management team had a fantastic time last month at Acumatica Summit 2026, and we truly appreciated the opportunity to share new CRM capabilities and connect with many of you in person. Your engagement, questions, and candid feedback are invaluable as we continue to evolve Acumatica CRM.  Whether or not you were able to attend Summit, we would love your input. Please take a few minutes to complete our post-Summit CRM survey. Your responses will help us:  Prioritize and shape the future CRM roadmap   Partner with current users to validate designs and enhancements to specific features   Identify high-value improvements and new cap

Hi everyone,I’m looking for guidance on how to create dashboard widgets in Acumatica that display the following: Top 10 Customers by Sales ($ Amount) Ranked by total sales revenue Displayed in a graph (e.g., bar or column chart) Top 10 Items Sold Ranked by quantity sold and/or total sales amount Graph should display the item name and description Should show both quantity and price (or total sales $) Additionally, I’d like both widgets to be filterable by: Weekly Monthly Quarterly Ideally, users should be able to adjust the date range dynamically from the dashboard.My questions: Is this best accomplished using Generic Inquiries (GIs) as the data source f

Our business still sends paper catalogs to our customers. We would like to be able to track in Acumatica who we send catalogs to. I know there is a Mailings function in the customers profile. Would that be the best way to track? Each catalog would get a different “Mailing ID” to signify which catalog they received. We would also want to be able to use acumatica to determine who we should send catalogs to (based on sales history), is there a way to do that in Acumatica as well?

Does anyone have information on when the package for 25r2 will be released? We have 2 customers that will be upgrading over the next few months who use the Gmail integration.

Hello dear Acumatica community,we want to trigger automatic (email) notifications as soon as a responsible person has been assigned to a task.Currently I tried to solve this via the following business event (in German)Unfortunately, it is not possible to query the direct input screen for tasks (cr306020), nor the task overview screen (ep404000) for business events.Therefore I tried to find a solution via the general query "Tasks" (GI000024); namely this can be queried for business events. The problem with this query is that it does not trigger the business event in the default.After research in existing threads here in the community I found out that in the general query the conditions should be deleted to allow an error free triggering of the business event.But then the problem is that the query "T

Hi everyone,I’ve got a question about the coloring of a field. We’ve sent out e-mails with invoices to customers. The e-mail show up as processed in “All Emails” (CO409070) with no errors. So far so good.Now we have received some complaints that invoices have not been received. For each complaint  we’ve checked the activities in the invoice (AR301000) and here the date is shown in red. I couldn’t find any information on what this means. Any help or pointing me in the right direction would be much appreciated!Thanks.