Update: We have identified enough customers to work with for our initial build. Thanks for your interest and if you have follow up questions, please feel free to message me directly!
Hello, current Case Management customers,
We're exploring a potential new feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.
To build this well, we want to test it against real-world data — so we're looking for a few community members with large, established case databases that make use of the Closure Notes functionality who'd be willing to work with us during early development. This would involve reviewing early versions and giving us direct feedback on relevance and usefulness of our findings.
If you're interested (or just curious to learn more before committing), reply here or reach out directly — we'd love to chat.
Thanks in advance to anyone willing to help shape this!
Best,
The CRM Team
