Skip to main content
Answer

How to create a business event notification when there is a note created on the case?

  • April 22, 2025
  • 2 replies
  • 134 views
J
Semi-Pro III
Forum|alt.badge.img

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!

 

Best answer by nhatnghetinh

Hi ​@jzhu 

Please refer to the Youtube Videos below that may help you.

 

 

 

Best Regards,

NNT

2 replies

nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • nhatnghetinh
  • Captain II
  • Answer
  • April 23, 2025

Hi ​@jzhu 

Please refer to the Youtube Videos below that may help you.

 

 

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
valentynbeznosiuk
J
Semi-Pro III
Forum|alt.badge.img
  • jzhu
  • Author
  • Semi-Pro III
  • July 23, 2025

Hi ​@nhatnghetinh Looking at this again, I am able to create a Generic Inquiry for the note activities that are created by internal users. However, none of the notes created from the customer portal are showing. I am using the CRActivity DAC for the GI, I went to the DAC source data and see 98 records of notes because it does have all notes created in customer portal as well for the case. But even with no conditions or sort/group, my GI only shows 75 records, excluding the notes created on the portal. Any idea why that maybe?

Thanks!

Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved