CRM

Hi, Kindly help on the following concerns. Salesforce integration function is available only with the Acumatica CRM ?Salesforce Integration can be added seperately to the license?How to add salesforce integration to the licenese? Thanks Prasad

Hi,Do I have activate CRM module in order to activate salesforce integration or is there any other licenses I need to activate for salesforce integration.Please advise.Thank you

Hi,If Salesforce integration not available under enable / disabled from what steps should I follow in order to bring it in to that form. please advise.  RegardsVenuka Kaushalya

Introduction:With Acumatica, you can set up email accounts across the platform. Acumatica uses the email system to communicate with customers in the Acumatica CRM or to send a copy of a document. When using the Acumatica Cases system, you can have an incoming email create a new case.Acumatica can append a tag to the suffix of an email’s subject to keep track of incoming emails and connect the email to the proper entity. This tag is then parsed on incoming emails to relate the email to the originating email or entity. 

Hi,I need to connect Acumatica with Sales force. Would you please advice me with the steps or link where I can get an idea about these steps and cost. Thank youVenuka 

We have a number of user-defined fields on our Cases screen that also reside on our Business Accounts screen. When a new case is created, we want those Case UDF’s to default to the UDF value set on the Business Account.What’s the best way to accomplish this? Code? Workflow customization? Business Event?

I have a customer that uses the CRM extensively to map their Leasing process. This means that they will send an email from inside the opportunitty to some other member of the team to have it logged. The issue we’re facing is that is hard to track these emails because it doesn’t have the entity information:I know that in Acumatica it’s properly linked to the opportunity, but as far as usability, it would be very helpful to have the OpportunityID attached to the end of the subject line or as part of the body without the user having to type it each time.Any thoughts?

I am trying to add quoteNbr to my Opportunities screen. I made it to where you can see the column for quoteNbr but nothing populates. What am I missing on my generic inquiry to pull that over???

I have some attributes that I have set up and added to a particular Contact Class. Of the 5 attributes on that Contact Class I want to make it so that three of them are read only for my Support Representatives. I am struggling to find the field level attribute location that will allow me to set it to read only. I noticed in a previous post related to attributes in Item Classes that the Item Class had an attribute section and I can find a similar thing the access tree for Contact Class but I can’t find a listing of the specific attribute that I want to set the permission level on. Any help on this query would be greatly appreciated.

We are transitioning to using Outlook PWA and have found the Acumatica Add-In won’t load. We’ve been using it from the desktop app but when we convert a user to PWA it doesn’t show up. We tried delring and reinstalling it, we also tried loading it from the admin portal and still nothing. Has anyone encountered this issue and found a way to resolve it? 

How do I use the @me value on a dashboard? Each time I add the @me, it changes to 0 when I save.  

Hi, I have an email template that is being send out by a business event triggered by record change on a sales order, I would like the owner and workgroup of the email to change dynamically based on the user created of the sales order.  I there anyway this can be accomplished?

We generate our PDF proposals outside of Acumatica. We are looking to send a reminder email with either an attached PDF or link to a web hosted PDF via Acumatica’s business events. We know how to perform all of the automation but because the PDF is not generated by Acumatica we can’t seem to figure out how to tell Acumatica to attach it. The other option we’ve looked as is using a weblink however that (from what I understand) cannot be automated. 

Hello Community,Is it possible to integrate a third party control as an Acumatica control?

Is there a way to release multiple AP or AR invoices on hold at the same time or must you go into each one and release one by one?  We want them to be on hold for safety reasons but we also would like to select multiple invoices and click “Remove Hold” instead of doing it individually. Thanks,

Hello,I can’t figure out how to populate this field through an import scenario. I’m trying to automate the closure of opportunities (Action: Close as won), but I won’t be able to do that until I can map to this field.any help? 

Desired End State:Be able to track our prospecting efforts and cross reference them to other source campaigns. These efforts are to allow us visibility into where an opportunity comes from, and whether that contact in that opportunity hashad a touch point during any other source campaign.Current Idea:We currently utilize source campaigns to reflect the following:               -Marketing efforts               -Industry Events               -Trade ShowsThe idea is to create a source campaign, “Prospecting 2024” for the purposes of this conversation, that we can track when we do those types of activities.Ex. We walk into a new client’s office to drop off our info, and we meet a contact who provides us some information that turns into an opportunity. We then track that by selecting the source campaign of “Prospecting 2024” under that opportunity.Then, we can download the different ca

It appears the quote screen within opportunities is not the same as it lives within the CRM. When we quote a customer we also quote freight.  How do we do this within opportunities/quotes?

Hello,I am looking for to understand if there is a way when an attribute is chosen on a customer the sub account gets automatically assigned? Also if there is a way the sales account gets automatically assigned based on the product that was sold?Thanks,Hari

Hi Apologies if already answers here but haven't been able to find attempting to create filters etc in our Customer GI for Lapsed customers. For example we already have several tabs with filters for sales person etc but wanting a quick look ability for the sales team on the road with a tab that only includes for instance customers with no invoices / sales orders in last 90 days. I have a report that does this but hoping to achieve in the GI so it is quick and easy to see. I have a semi reasonable understanding of how to customise a GI but not sure what tables / fields etc I might need to add. Thanks    

I want to get a count of Sales Quote Created within a given time range.When a quote is created - it is created in a Draft Mode the Quote number is q0003,  If this quote is converted it is then save as another quote  q0004.    If i wanted to count total quotes in a time period this would be counted as 2 quotes.  How can i solve this problem since this should only be counted once.  It could have been canceled or accepted as well. Thanks

Hello Community,We would like to add a GI to the Customer Portal that would allow a contact associated with a business account to see the sales order detail lines for the parent and child accounts for only that parent business account.  I’m afraid that my SQL is a bit rusty, and I can’t recall how to filter the results in the GI such that the contact will only be viewing the data for their respective parent and child accounts.If someone could point me in the right direction of how to do this in the setup of the GI and adding this to the Customer Portal that would be amazing.Many thanksPatrick

I created a PO in the PO002081, and the status is saying Awaiting Link.  This is linked to SO SO007474, so I don’t understand why it is saying this instead of Open.  Can you please advise?

Greetings folks,Reaching out to our community.  I am looking for a few customers who would be willing to help me present our CRM breakout sessions for Summit 2024.  Criteria: You must be a CRM customer, actively using our sales, marketing and/or case management modules.  We are scheduling 2 breakout sessions for CRM.  1 will be focused on our sales and marketing module and the other will be focused on our case management module.  If you will be attending Summit 2024 and would like to share your experiences on how CRM brings value to your organization, please reach out to me!  We would love to have you on stage with us.  :)Email me a jin.kim@acumatica.com. Cheers,Jin