CRM

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

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. 

Is it possible? to create a signup.aspx (signup page) file for a self-service portal in Acumatica. like this one https://portal.acumatica.com/Frames/Signup.aspx

We have a complex problem that I’m looking for creative solutions for.  We have many serialized items and many of those are part of kits.  But kit or no kit, it appears that you cannot have a quantity >1 on a Sales Order if the item is serialized as there is only one Serial# field for that row.  So I kind of understand why, but for an end user to sell 50 items, they have to enter that item 50 times in the sales order.  That is grossly inefficient.  It is also not customer friendly as we assume it will also show 50 rows on the invoice to the customer instead of just Qty 50.Add in the kit issue (and yes, we do have Kit Exploder from BizTech) and it makes it an even bigger problem for us. I find it hard to believe we are the only company with this scenario/issue so just hoping to brainstorm some possible solutions or even work-arounds.  Thanks!!

Hi,For the setup of emails, I know you can set different emails for each branch by adding different records for the INVOICE id, as shown in the second image below. However, I have found that these settings don't seem to come through for the manual sending of emails via the window shown in the first image below.Is there a different screen I need to use to populate the From field in the image below based on which Branch I am in? Or do I need to manually select it?Kind regards,Andrew   

via Import Scenarios?

can some one explain how to setup Acumatica for Gmaili create a clientID and secret at the Connected Applications screen(SM303010).but i’m getting an error when i try to connect  

Hello,we have the salesforce sync setup on our Live(cloud) and a Sandbox(self hosted) and suddenly this morning both sites are giving us an error on the real time sync. None of the entities will “Start” on the Salesforce Sync page, and I see this error in trace:“Failed to connect Salesforce Bayeux client”These are connected to different salesforce sites, so I don't think it’s on the Salesforce end.could something have broken on the Acumatica server side?

Does anyone have experience with using a macro-enabled Excel spreadsheet into the line level of Acumatica screens?  We have a macro-enabled spreadsheet we use for estimating and would like to use it to load in the detail lines of a quote and are receiving an error message.

Hi,Could I know that what are the regions which available the facility of online making payements by using “Bills” module in  Customer Self Service Portal. Thank you

Is it possible to remove Opportunity ID as a required field for making a sales quote?

I have 2 instances where I’m very confused: I have identical snapshots - in one the validate records process finds duplicate contacts and in the other no duplicates are found. I have a comparison rule set for Account to Account.  The set has 2 rules, neither of which will surpass the threshold if both conditions are met.  Yet, validate records finds duplicate business accounts.My instance is 23R2.

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?  

Recently we start to have this error for incoming emails, not often, but couples a week. The email actually were processed into case activity and created records with cancelled status, and email itself are with failed status and won’t get re-processed Version: 23R1 110.0025

We have a unique process that requires frequent changes to Project Quote line items by inserting groupings of design changes (several line items, different stages of the Project Quote / Opportunity) from a 3rd party CAD Excel export. We have all the functionality and mapping working well, but the users have asked if the selection step can be customized to have Insert All Records as the initial/default mode.  I cannot locate this dialog box in the Customization Editor for this screen (PM304500).Any guidance or other suggestions is appreciated.  Thanks! 

We have a client that has 2 users that need to see the same Tasks on their Task List.Access rights are the same for both users...what settings drive what shows up on a users Task list?What am I missing? User #1 sees this list - sorry it’s blurryUser #2 sees this list: 

I have a user that personalized a dashboard and wants to share it with other users. Since the Allow Users to Personalize box is checked, is creating a new dashboard and adding the same widgets the only way to share? I haven't found another way.

I’ve been trying to find actual work instructions on how to create a Parent/ child accounts. Ex: One builder/ Multiple job location sites (fireplace installations).  Each location gets billed out with its own unique sales order, but the billing will go to the Parent (main builder)  Please help if you can. thank you !!