CRM

I have a client who pointed out to me that on their customer portal Closed Cases are not displaying the “Last Activity Date” on the “Closed Cases” (SP204010).Is this a known bug with 22.126 version that is fixed in new versions?  Or is this some kind of configuration that is missing?  The screenshot below is of my local test installation of Acumatica with SweetLife and does the exact same behavior that the clients site portal is doing. 

We have a scenario where the same person works for 2 separate companies. Hence, we have 2 contacts. The system flags this as a possible duplicate as it should.We click on the Mark for Validation action on the Contact Record but the warning symbol just appears next to the Possible Duplicates field.Can anyone provide insight into why this fails to marked Validated?

If I have a single SQL DB with multiple tenants and want to have multiple customer portals for each tenant are there any issues or special configurations that I need to setup or be aware of after creating the tenant portals with the Acumatica Configuration Wizard? 

Does anyone know of an email service (already integrated with Acumatica would be nice) that allows cold lists to be used?  The members of the list have not opted in.  The user is aware that this practice is considered spamming by many.They have investigated SendGrid, which does not allow cold list endeavors.   

We have a customer with the Self-Service Portal. They allow their customers to enter support cases and communicate with them through it.However, customers do not have rights to use the ADD COMMENTS action: In the portal, I used the Access Rights link under the Tools dropdown and changed the Add Comments access here for the Portal User role: However, that didn’t allow customers to enter comments.Where else might this functionality be controlled?Thanks!

Hi - I have noticed there is not Shop for Rates button on the CRM Sales Quote screen. Is the shipping carrier integration available in the CRM Sales Quotes? We are using Easy Post. 

Dear ALL,When I create new Case (CR.30.60.00 Screen), Date reported on Case screen is different from current actual time. How to make Date reported on Case screen the same time as current.Regards,NNT  

I’ve been getting this error because there seems to be some conflict with the City and Zip code.  This is what the customer has and what we ship to when we have to go into Fedex ship manager and do this manually.  Googling the towns zip it is off a number and this does say its another town.  Either way this is the correct address, is there a way to bypass this error?  

Hi Team,We have across an issue with SF sync where multiple SF Sync Record Id’s are being created for the same record. Highlighted row is the correct sync record id, but whenever automation schedule for User sync runs its adding additional sync record id’s for the same record. Any thoughts?

Hello, We have some duplicated Customer accounts from our Shopify and Salesforce integrations. I activated the Duplicate Management with the hope I could merge these, but upon trying to merge two accounts, the MERGE button is greyed out, and I see an error:“The duplicate business accounts cannot be merged because they have the Customer type.”Is there anyway to merge Customer accounts? 

Hi Team,Not sure if anyone has come across this issue before. We have an Automation schedule that generates invoices. Few days back we had quite a lot of invoices to be generated. When we checked the status of the schedule, we could see many of them were processed successfully, but some of them failed. In the logs we could see the following error for the failed ones “The transaction associated with this command is not the connection's active transaction; see https://fl.vu/mysql-trans”. On further analysis we could see the Invoice did get generated, but Invoices never got linked to their respective Contracts. Ideally the schedule generates the Invoice and links it to the respective Contract , but in this case the Invoices with errors never got linked to the Contract.Functionality is defined within a transaction scope so not sure why first section of the function worked (generating invoices) , but not the 2nd section (linking the Invoice to a Contract) for some reason didn’t get through.

From where can i add the SubItem id ? Can anyone help in that because i am getting an error while creating an Purchase Order that SubItem Id cannot be empty . So from where do i need to add this subitem id or is it there defined in the vendors tab or some other tab ? 

Use-case: Plot using a line or bar chart widget on a dashboard the monthly cumulative total amounts for won opportunities (Acumatica CRM), e.g Jan through Dec, 2023.  Anyone have an example GI configuration illustrating how to do this?

Hello, For the past several months, we’ve been able to start the real-time sync on the Salesforce Sync screen. a known issue was posted about it but the updated versions did not fix the issue. Is anyone else experiencing this too? 

Hi Community, AI and especially ChatGPT have been the number one topic of conversation for months. Have you already used ChatGPT with Acumatica in any way?For edge users, I have included BingChat as a SidePanel for a faster lead qualification (https://www.bing.com/search?form=MY02AE&OCID=MY02AE&pl=launch&q=AcctCD&showconv=1&showconv=1 inserted as a link). But this is also only a small possibility and unfortunately without automatic data transfer. Have you already found possibilities for this?

We have a set number of Users who have permission to log into our Portal per client. In this example, let’s say we have Company X with User A, User B, and User C. Only these three Users can log into the Portal to submit tickets. They can also email our Support email address to submit a new Case. Unfortunately, this also means that anyone emailing our Support can submit tickets despite whether or not they are set up in the Portal. Does anyone have any suggestions on how to automatically reject Cases submitted by individuals who are not configured as Users? I’m sure we could create a Business Event but I’m not sure what conditions we would need. Any help is appreciated! 

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Is there a design tool that can be used for building email templates for marketing campaigns in the CRM module? Customers can’t always write HTML / CSS, so wondering is there a design tool integration? Or perhaps they can create a design somewhere and copy paste the HTML / CSS into the Email Template?

After upgraded to 23R1, we have noticed this issue as mentioned in the title. new added content got into DIV block if we switch to HTML view. so on Visual view, but built-in editor funciton, like font, numbering esc won’t work for new added content.I think this is a bug for 23R1

Ver:23.110.0025We have an incoming email coming in to create new case. Email will show under case activity. now we want to change the email related entity type from “Case” to “Vendor” and set related entity to an existing vendor. The email would not be under case activity anymore(this is correct) but strangely not showing under vendor activity tab either. In “All emails”, the record is displaying correct related entity as vendor nubmer we selected. I have checked database record, the BaccountID was missing for the CRActivity record, once that field was filled with correct vendor’s BaccountID, the activity would show under the vendor. Is this a bug??

Hello everyone, could we add a "Contact" tab to the "Create Contact" option in the Outlook add-in?We need to enter contact number in this field, Is it possible? 

I am currently attempting to obtain an access token using the Authorization Code Flow in Acumatica. I've successfully acquired the access code using Postman and the Authorization Code documentation. However, I'm encountering difficulties in obtaining the access token because I'm unsure where to configure the JSON Web Key (JWK) and JSON Web Key Set URL to facilitate this process.Previously, I generated an access token using the Resource Owner Password Credentials Flow. However, I now require an ID token, which is only achievable through the Authorization Code Flow. To accomplish this, I need the 'client_assertion' key, which I plan to include in the request body. As per the documentation, I've created a Client Application, but I'm struggling to locate the 'Add JSON Web Key' dialog box and 'Add JSON Web Key Set URL'.I've attempted two methods: passing the key-value pair in the parameters, which resulted in an 'invalid_client' error, and passing the key-value pair in the request body, whi

Can we change and make the URL of the Acumatica from http://localhost/AcumaticaERP to https://by30csr7tga1.share.zrok.io/AcumaticERP by using tunneling service tools? Is this possible ? 

Is there a simple way to attach documents from the Invoice to the email we send to the Customer?  Currently, this is a separate step, and I am looking for a simple automation for this.