Discussions about CRM
Recently active
I would like to be able to add the current contact record hyperlink to the email template I am creating. We are trying to send an internal email with the link for an action in another system. I cannot find how we can do this.
Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade.While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2.Above screenshot are sample to explain the issue
Hi Team I am trying to send an email to contact → Email defind as below.I have used below option contact-email, def contact email from the template but the email is still trigger to billing email. Please assist in using write data field in email template?
I’m trying to run a business event with a import scenario, however, when I try to run the following IS, I get the error “Phone 1 cannot be empty.” Any advice to fix this issue?This is the Import ScenarioThe Error
Can someone explain to me the capabilities of the Acumatica - SendGrid Integration. I do not see much literature on the integration since 2022. Does this integration work successfully on a consistent basis? What can it do vs what can it not do via its integration? I am a new client of Acumatica, and we are looking to do our email marketing directly out of Acumatica and then pull the information into campaigns. We need the ability to mitigate risk against being blacklisted after sending out an eblast, can it unsubscribe users from a list, does it allow the use of templates inside Acumatica, do the analytics only live in SendGrid? Any and all information on this integration would be very helpful. Also, if there is a better integration to look into please feel free to share. Many thanks in advance for anyone’s time and consideration.
I’m trying to use Acumatica’s integration with SendGrid to get record of when a email is open. The email is being sent fine and logged in SendGrid, which then sends the read receipt back to the webhook which receives it. However, the information never leaves the WebHook, despite the Email and WebHook being linked.SendGrid’s RecordsWebhook receiving the Response from SendGridEmail Activity does not have this recordThe Email Account linked to the Webhook
I am trying to set up a connection between Acumatica and Send Grid, and while the outbound process works perfectly, Send Grid is not sending the information back to Acumatica. The email is being logged as open, but Acumatica isn’t receiving that information back. Is there some step or mistake I’ve made?What SendGrid Sees What Acumatica sees
Hello - I have see topics discussing the outlook plugin being blank, but the resolutions have not helped. My plugin used to work and now does not. I have removed the add-in, reinstalled it. Closed, opened, restarted. I have one other person where this is the case as well. Most others seem to work fine. Any thoughts?
Good Morning,We are attempting to create a live sync with a sales demo site with a dev sales force site. Everything works except for the live sync. If we go to the salesforce sync page in acumatica and start the processes. Acumatica comes back and says all is good, no error messages. However the status of the SalesForce Sync is always Stopped. I’ve seen video’s and screenshots of that status as “Running”. I’m out of ideas of why this isn’t running and staying as running.As mentioned early i’ve run a full resync and all the data comes in and goes out to SalesForce. Its just the Live sync that doesn’t seem to want to work.Appreciate the help!
Is there any way to assign an actual Salesman ID in the system to either a CRM Lead, Opportunity, or Sales Quote...as I’m not seeing it, and would think it to be an obvious need?Obviously, there are rules in place to assign an Owner to any of these windows, but even when going into one of those Owner’s employee ids and linking the record to a salesman id, it doesn’t do anything in the process (not exactly sure what the purpose is for the Salesman Link at the employee level, but will leave that for another day).Just seems strange to me, as the OWNER does all the hard work to cultivate the prospect, but when it comes time to converting the prospect to customer, I’m not seeing where the salesman id/owner can be automatically set at the customer level...am I missing something here?appreciate it,mdickson
Hi! Currently emails that come through on the Acumatica cases, we also receive them in our outlook inbox. Is there a way to set up notification for when a ‘note’ is created on the customer portal? Or to just notify the case owner in general if there is a new activity (that is not email) created on the case?Thanks!
Hi All,I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected.
Hello all,How can I convert an opportunity to a customer directly without creating a biz account from it? Thanks.
I updated our current pricing in through a sales price worksheet. When creating a sales order the price is correct however, when we create an opportunity the pricing is not updated. How can we resolve?
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?
There is no ability to prevent the Opportunity from being created when the Baccount is on hold or any other form of restriction at this time.When a BAccount/Customer is ON HOLD we raise an Opportunity without any warning and it’s later in the process when it is realised. Could there not be a warning of the BAccount/Customer status on initial entry.
Good dayOur Marketing manager wants to connect Campaigns to Leads to Contact to Opportunities/Quotes and Sales orders. The issue is that the Source, nor the relations information flows from one transaction to the next. i have created to GI however this the problem; if the relations are not entered I can’t attached the information from Lead to Contact to Opportunity/Quote to Sales Orders. The main goal is to try associate the source campaign to the sales order and if there is no sales order than to the opportunity and if there is not opportunity than to the lead. Each steps requires another input; our sales rep are not going to that. Questions, What is the best way to set up a relationship. From the Leads? Or Opportunity?I have made a GI that can get the Campaign from the Opportunity to Sales Order. However it is missed the issue of a Opportunity without a sales order. The ACM Campaign by Sales Order GI works but does not show the transactional workflow.Looking for advice and s
We are trouble-shooting an error with several customers with the Last Message of ‘404 not found for the record’ The record is present in BigCommerce and is updated with the sync. Just trying to understand what the 404 error is from. Any advise for trouble-shooting this error? We sent this to support and it has been months with no answer or resolve for the errors. (There are several pages too!)
My team is wanting to add their Email Signatures to mass emails, but I am stuck on how to add them. So far I have enabled and created an email signature in the user profile, and I’ve also created a notification template the is just “((GeneralInfo.MailSignature))” to go at the bottom of the mass email body, but I am having no luck with it actually showing up. I’m wondering if it has to do with our mass emails only have the “Contact” datafield to pull from?Test Signature in User ProfileEmail Template in Mass Email and it’s preview screen. Datafield Available in Mass Emails
The "From Date" and "To Date" fields have been added to the "Process" screen, automatically populating the date range from the current date minus three days. This is working as expected.When we select a specific date range, it resets to the default dates and retrieves data only within the default date range. Below is the screen shots for DAC and Events. Could any one please suggest a solution
Hello all,I have created a selector Attribute id as below: I am trying to add this attribute id under Opportunity Class screen, but when trying to add it doesnt show up. Am I selecting an incorrect schema object?As this attribute ID would be used in Contact class, account class, customer class screen. And the data will be forwarded from opportunity to the above mentioned screens while we try to convert an opportunity to create contact etc.
There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work?Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens.
I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found.
My company wants to start automatically assigning lead ownership in a Round Robin order, i.e. Employee 1, Employee 2, Employee 3, then back to 1 and continuing the cycle. I know I can set an assignment map with Rules for each employee or workgroup, but I want to make it as fair as possible and evenly distribute leads to our Reps. Is there a way to do this automatically without having a rule for each different employee?
I’m trying to make a GI that shows the total, probability, and weighted total for an opportunity. The total and probability show in the GI, but the weighted total is blank. In the form, all 3 are populated. The total is a manual amount, probability comes from Stage (out of the box functionality), and weighted total is calculated. In the form, it’s all there, but in the GI, the weighted total is blank.
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
