CRM

Discussions about CRM

  • 76 Topics
  • 218 Replies

76 Topics

gauravsharma96
Jr Varsity III
gauravsharma96Jr Varsity III
asked in CRM

Marketing Mass Emails, can only email once

I have created a marketing campaign, which has leads and members applied to it. I then created a mass email for that campaign and it sent the email as expected.If I create a new mass email for the same campaign the program then does not allow me to send the new email to same members.If I add new members to the campaign then create a new mass email, the program emails only the new members.Any ideas why the program does this or best way to resolve without having to create a new campaign.

1
kandybeatty49
Captain II
2 hours ago
P
Freshman I
phillipmarottaFreshman I
asked in CRM

A2022 R2 - How to default the Opportunity Activity Email Template

In opportunity, Create Email,  the popup appears but there is no default template.  Where does this get set up?  I have an email template linked to screen CR30400. Please advise. 

2
D
Freshman I
20 hours ago
M
Freshman II
manuelschulzeFreshman II
asked in CRM

Microsoft Exchange: Calendar entries are created multiple times

Hello community,we have an issue with the syncing of calendar entries. Some calendar entries are created multiple (sometimes a thousand) times in Acumatica/Haufe X360. Unfortunately, the system also doesn’t allow to delete this entry.Thank you so much in advance for any tips :)   

1
kandybeatty49
Captain II
5 days ago
J
Freshman I
JBlas2023Freshman I
asked in CRM

Customer Portal

What module do we need to get so that we can use the customer portal??

1
Omar Ghazi
Acumatica Moderator
7 days ago
R
Jr Varsity II
RajginoyaJr Varsity II
asked in CRM

How to Find Purchase order status ?

I created a PO in the PO002081, and the status is saying Awaiting Link.  This is linked to SO SO007474, so I don’t understand why it is saying this instead of Open.  Can you please advise?

8
Chris Hackett
Community Manager
8 days ago
wxbrian
Freshman II
wxbrianFreshman II
asked in CRM

Attaching PDFs to Mass emails

Hello there, Is it possible to attach a PDF to mass emails in Acumatica? We normally send flyers to our customers at the beginning of each month and I was wondering if I can accomplish that in Acumatica. I couldn’t find anywhere within the Mass Emails screen where I can upload a file to attach to the email. Thanks for the support!

2
R
Freshman I
8 days ago
R
Varsity I
raphrfVarsity I
asked in CRM

Transfert a quote into a project : Why system don't put opportunuity as Won?

Is it normal that the system dont put Won in an opportuynuity which is transfered into a project? Thanks

5
kandybeatty49
Captain II
9 days ago
Jin Kim
Acumatica Moderator
Jin KimCRM Product Owner
asked in CRM

Looking for voluntary feedback on new ML/AI anomaly detection capability for CRM

Greetings community!We are looking for some community volunteers, current customers who are actively utilizing Opportunities and/or Cases within the CRM module.  Anomaly detection will look across a specific set of data points within a General Inquiry and identify outliers.  We are looking to obtain feedback on GIs that bring the most value to our customers. We just need 15-30 minutes of your time.Please contact me at via private message and I will reach out to you.Cheers,Jin

0
Jin Kim
Acumatica Moderator
11 days ago
L
Freshman II
lvogelFreshman II
asked in CRM

Template message content applied to email reply goes to the bottom

We are using an email template to reply to emails.In Support>Cases we locate the Case ID, go to Activities, open the email, click on REPLY ALL, SELECT TEMPLATE, Choose the template we want and click SELECT. The email template content is at the bottom of the email we are replying to instead of the top. Since upgrading to 2022 R2 there is a new option to Replace Email Contents when you apply the Template.  That wipes out the entire email which we do not want to do.What we end up doing, is copying and cutting from the bottom of the email and pasting to the top.I’ve reviewed settings for the Email Templates and don’t see anything new. Any thoughts?    

4
Jin Kim
Acumatica Moderator
11 days ago
V
Jr Varsity III
vibindas
asked in CRM

Remove Extension DAC at Runtime

Hi All,This is our existing implementation that used work in 2019 version, basically the below piece of code removes an Ext Dac at runtime from the sorted list. We are planning to use the same implementation in 2022 R1 version, only change here is ActivateOnApplicationStart is obsolete in Autofac.For some reason the implementation is not working anymore, any thoughts on how this can be achieved or any better suggestions to implement the same?namespace MyLib{ public class ServiceRegistration : Module  {  protected override void Load(ContainerBuilder builder) {builder.ActivateOnApplicationStart<ExtensionSorting>(); // 2019 version /*builder.RegisterType(typeof(ExtensionSorting)) 2022 r1    .PreserveExistingDefaults()    .InstancePerDependency();*/ } private class ExtensionSorting {     private List<Type> mySort(List<Type> list)     {         if (list.Contains(typeof(CRCaseExt)))         {             list.Remove(typeof(CRCaseExt));         }         list.Sort((t1, t2) =

0
V
Jr Varsity III
13 days ago
miguel80
Jr Varsity III
miguel80Jr Varsity III
asked in CRM

Adding the related entity to the body of manual emails from opportunitties

I have a customer that uses the CRM extensively to map their Leasing process. This means that they will send an email from inside the opportunitty to some other member of the team to have it logged. The issue we’re facing is that is hard to track these emails because it doesn’t have the entity information:I know that in Acumatica it’s properly linked to the opportunity, but as far as usability, it would be very helpful to have the OpportunityID attached to the end of the subject line or as part of the body without the user having to type it each time.Any thoughts?

3
miguel80
Jr Varsity III
28 days ago
N
Freshman II
nawanjanahansamali50Freshman II
asked in CRM

How Setup Reminders

Hi All, As per the guideline, I already did the 1st step. Please could I know that how can I do the 2nd step as per the guide. I already give the access for the relevant user also. Thank You 

2
S
Semi-Pro II
29 days ago
J
Freshman I
JamesTee78Freshman I
asked in CRM

Outlook add in with Active Directory

Do we have any idea to when will active directory be able to support outlook ad in for CRM functionality.

4
Robert Sternberg
Semi-Pro III
30 days ago
P
Freshman I
philr75Freshman I
posted in CRM

Outlook Plugin Clear Cache

We have had some clients run into fairly frequent issues with the Outlook plugin stopping or ceasing to function. There are community posts out there related to removing the cache files. For some users this can be somewhat onerous or difficult for them to manage. To make this easier, I’ve created a batch file for windows. This batch file:shuts down active Teams and Outlook processes Deletes the folders and files associated with the file path: %localappdata%\Microsoft\Office\16.0\Wef\To install, just unzip the file and have the user put it in an easy to find location (desktop, temp folder etc).This will not uninstall the plugin or reinstall it, but may help some users who are having periodic problems with the plugin ceasing to function.Also note, this may only be applicable to the Outlook desktop app.If anyone has other suggestions I can modify or add to the tool.

1
Chris Hackett
Community Manager
1 month ago
manikantad18
Pro I
manikantad18Pro I
asked in CRM

The given key was not present in the dictionary

We have Customer View Standard Acumatica Dashboard in Acumatica, One of my customers reported the dashboard is not visible and throwing an error ' The given key was not present in the dictionary”Troubleshootsteps performed. Imported standard customer view Dashboard in Local instance the error remains the same. Uploaded each GI in the local instance, the error remains the same. Customer Management Featured present in the system. Access rights verified. Unpublished all packages and verified still getting the same error The given key was not in the dictionary.  

3
Chris Hackett
Community Manager
1 month ago
V
Jr Varsity III
vibindas
asked in CRM

Opportunity - Incorrect datetime value: '4095-15-255 255:63:63.1048575'

Hi Team,We are getting the below error when an update is done on CROpportunity table.“Incorrect datetime value: '4095-15-255 255:63:63.1048575' for column 'Tstamp' at row 1”Column tststamp on the table is defined as`tstamp` timestamp(6) NOT NULL DEFAULT CURRENT_TIMESTAMP(6) ON UPDATE CURRENT_TIMESTAMP(6), from my understanding this means if there is no explicit value defined for tststamp, if any update happens the value for tstamp column should be set to current timestamp. Not sure how this invalid value is getting set.  

5
V
Jr Varsity III
1 month ago
D
Freshman I
dsimone20Freshman I
asked in CRM

Copying Quote using clipboard

Have a customer that creates large orders and they were excited to see/use the clipboard on the CRM quote to copy similar orders between opportunities. Here is the original quote.Copied quote And here is the pasted quotePasted quote In this case to keep it simple, I did both of these quotes on the same opportunity, but they want to copy from one quote to another with different customers and opportunities, which is why the Copy Quote from the action menu won’t work for them. Anyone know why Acumatica would change all the quantities when copying using the clipboard?

0
D
Freshman I
1 month ago
G
gorazem
asked in CRM

Need help with SalesForce Sync

Hello,I’m using the Salesforce Sync Provider and running into an issue with Person Accounts. Because they don’t have the Account Name field, but instead have Last Name as a requirement, when these records sync to Acumatica, they fail to sync any changes back up to Salesforce because this error. Has anyone who has used the Salesforce Sync had/solved this problem? I was thinking setting up some If’s in the export scenario with a boolean would work but I did not have any luck with that. 

0
G
1 month ago
H
Freshman I
helpdesk37Freshman I
asked in CRM

Workgroup

If I want to create Workgroups in Acumatica, which is the suitable screen to achieve this?

2
KushaniPerera88
Acumatica Employee
1 month ago
H
HossamAhmed49
asked in CRM

i want to Override Action@Open at CRCaseMaint_Extension

public delegate IEnumerable OpenDelegate(PXAdapter adapter);        [PXOverride]        public IEnumerable Open(PXAdapter adapter, OpenDelegate baseMethod)        {            //    baseMethod(adapter);            //string orderNbr = Base.Transactions.Current.SOOrderNbr;                return adapter.Get();            }        } errorMethod System.Collections.IEnumerable Open(PX.Data.PXAdapter, OpenDelegate) in graph extension is marked as [PXOverride], but the original method with such name has not been found in PXGraphThe customization project must be published before the screen can be edited.

1
darylbowman
Captain II
1 month ago
B
Freshman I
benlane25Freshman I
asked in CRM

Opportunities upload missing Manual Price column

We want to be able to use the file uploader to add parts to an opportunity details. In order for the pricing of the parts to not default back to the parts original value in inventory pricing the Manual Price check box need to be set to True. This column is not available as an option in the upload tab. Can it be added?  

7
B
Freshman I
1 month ago
N
Freshman II
nawanjanahansamali50Freshman II
asked in CRM

How add portal payment in Acumatica Customer Portal

Hi All,I need to know that what are the steps to add portal payment module in to the Acumatica Customer Portal.Thank you.

4
Omar Ghazi
Acumatica Moderator
1 month ago
W
Freshman II
wojtysiaksFreshman II
asked in CRM

Salesforce Real Time Sync Not Working

We have the Salesforce integration set up and running the integration manually does work, although we would like to turn on the real time sync.  We are only pushing records into Acumatica from Salesforce, so we have no export scenarios assigned to the Salesforce setup.  There are no errors if we run the import manually from Salesforce, although when we update Salesforce, opportunity for one example, it doesn’t update the Acumatica record.  We have to do a sync within the Saleforce Data Resync screen.  Within the Salesforce Sync screen, we do have all entities running for the real time sync (with Import Scenarios activated for all of them).

0
W
Freshman II
1 month ago
RaphaelPfaff12
Varsity I
RaphaelPfaff12
asked in CRM

Install Outlook Addin with Outlook 2016 with exe or dll

We have the problem that with one version of Outlook 2016 only dll or exe files can be installed via the addin management and no xml.Does anyone know the problem - how did you solve it?

0
RaphaelPfaff12
Varsity I
1 month ago
J
jesssmith
asked in CRM

Is there a way to add the CRM info tab to Service Orders?

Looking for some help/direction on adding the CRM function or tab to the service orders. We currently have it on the Opportunities but I do not have a way (that I know of) for tracking Marketing Campaign Success for service orders Thank you in advance! 

1
kandybeatty49
Captain II
2 months ago

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