Discussions about CRM
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Hello,Trying to come up with an easy way to see all activities created under Leads, Opportunities, and Business Accounts. When an activity is created the user enters a Summary, but then also types up details in a separate box. Does Acumatica allow for these details to be put into an Audit? I put a picture to show the spot I am looking for. I am trying to save clicking around to read every report all my salesmen enter daily. Best regards, Aaron Abner
I’m trying to create a generic inquiry for all related activities in my leads but only the work items shows. I’ve tried to use the Activities module but only my activities for both “all activities” and “my activities” shows.
I'm getting a primary key violation on the CRCaseCommitments table in 24R2 when adding Activity. Has anyone experience this?
We have a prospective customer who wants to know more details about the integration of Acumatica and Outlook.Currently they use Monday, and are considering Acumatica CRM. They want to know if Acumatica can automatically detect email addresses from emails in Outlook, and add those emails as activities in Leads etc. In essence they don't want to be sending emails from within Acumatica, and they don't want to have to use the Outlook add in button to manually add the emails. It has to be done automatically based on the email addresses.I've looked over the documentation but I can't find out how to do this, does anyone know, or has anyone done this before?
Hi! I created a field in customization project for the Task screen. How can I set decimal for this field to two decimals, so it looks like this: 4,000.00?
Hello ,is it possible to configure the body of the ticket? create a template for the text body?- Context- Problem encountered- Diagnosis- Corrective action plan- Improvement action plan Thank you in advance.
Been asked for this a few times the ability to control which Case Classes a user can select when creating/editing a Case and also prevent them from seeing Cases with the Case Classes they cannot use. (can be done in a GI but the Go to Next/Previous record bypasses this).Can be done by a customisation.
Hello everyone,I’m exploring the idea of integrating ChatGPT with Acumatica to streamline workflows and enhance system interactions. For example, I want to enable employees to interact with a chatbot for tasks like uploading vendor invoices pics. The goal is for the chatbot to process these invoices and update item details in Acumatica automatically.I’d like to know:Has anyone implemented a similar integration? What APIs or tools would you recommend to facilitate this connection between ChatGPT and Acumatica? Are there any best practices or challenges I should be aware of?Looking forward to your insights!
Does anyone have a process in Acumatica to inactivate their vendors in the database that are no longer being used?
Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.
We are trying to use the features of CRM and are stuggling to set up a Marketing Campaign. We are attempting to use CRM to market to existing customers and to prospects. We have taken on a new product line and will sell the new product line to both existing customers and to prospects that we have not sold to. We think we should treat both customers and propsects as “Leads” for this new product line. Is that correct? When we add customers and prospects to the Members of the Marketing Campaign, do we add them as a “Lead” or as a “Contact”? Any guidance is greatly appreciated.
We are learning the CRM Module. We are trying to find a Mail Merge function in CRM Leads. Does this CRM Module have a Mail Merge funciton for sending letters?
Is there a way to see if an item is in stock when creating a quote? You can do it from a sales order, but not from what we have found for a quote. Was also wondering about weight. We use that to quote freight, but that too is not available from the quote. One idea was to create a 2nd quote form that is used internally. Then add available inventory as well as weight from the other tables to the quote form. Has anyone tried to do it that way?
Hi, I am trying to update custom fields within the Leads aspect of acumatica. My payload works fine for the fields listed, plus I am able to update notes. My issue comes with trying to update multiple custom fields. Whenever I can successfully submit my jSon, only one of the fields updates. This is what I have:'"custom":{"Lead": {"AttributeFOLLOWDT": {"type": "CustomStringField","value": "12-10-2024"}},"Lead": {"AttributeWRSOURCE": {"type": "CustomStringField","value": "Andersen" }}},'
Greetings community,We would like your feedback with regards to improving our out of the box offerings for sales metrics? We want to know how you are using the current sales metrics and if you are building any additional custom dashboards, reports, general inquiries, pivot tables to support your sales business. What sales KPIs are you interested in seeing in CRM? (i.e. opportunity conversion rates, time spent in each opportunity stage, etc)If you are also interested in participating in a 1:1 customer feedback session with us, please specify that you are interested and i will reach out to you personally. Thank you!Jin KimCRM Product Owner
How can we handle items that have been ordered and received into the system but not used on the service order or appointment? We would like to have the item to show in our stock for the specific warehouse. We attempted to use the cancel process, but that did not work as expected. Thanks.
We have a customer who manages some of their cases through our portal. When I try to give them rights to change the status on cases nothing happens the box is still grayed out. These are support users who are assisting us with cases for these customers so they need to be able to edit and close cases that they did not create. Is there anyway to give them these rights through the portal?
Hello! I am testing the duplicate validation settings and have set the account name to “block” for create on entry if it is a duplicate. I also have the validate on entry check box checked.When I tested by creating a business account using the same exact account name as an existing business account, the system did not block me from saving, instead if only marked it as possible duplicates. Does anyone have any idea on why the validation failed? Are there other settings that I failed to check?
HI all, I create the connected application for Gmail Integration in my tenant, and maintain the URI followed the steps in guide book.https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/gmail/Acumatica-Gmail-User-Guide.pdfBut how come it shows 404 error when I try to authorize access in Gmail add-on?Is there any setting steps I missed or the URI is incorrect? (In Acumatica 22R2 version) Thanks,David Lee
Hi all, I would like to set up a contract that solely uses cases from the CRM module in a similar way to “beginning-period plus” billing from the service contract module. For example: The contract bills 5 hours up front each quarter, and at the end of the quarter, the hours that were actually spent on cases - if they exceed the 5 hours - should be billed as well. I couldn’t figure out a good way to do this. Any suggestions would be appreciated.Best regards,Aaron
