I’m just starting to explore Marketing activities in Acumatica and I’m stumbling right out of the box.
I want to create a dynamic marketing list, but my underlying generic inquiry is not available as a selection for my marketing list.
I’m sure I’m missing something basic, but I’m stumped.
This is my generic inquiry setup (I’ve tried it with the workspace fields both filled in and blank):
But it’s not listed as a selection on my marketing list:
What am I missing??
Best answer by Kandy BeattyView original