CRM

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 campaign lists and cross reference them by contact name to see if they had multiple touch points.Ex. Did they

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

Hi Team,For one of the customization, we have the following requirement, facing an error with the implementation.Following represents the requirement, the Code used, and the error we are getting.  Could you please review and suggest to us the recommended way to solve the errorIt is in the development stage so we couldn't provide instance details.Requirement:We have to maintain a list of duplicate Opportunities which are with the same subject. And while creating a new Opportunity, we need to close all the existing linked/duplicate opportunities.Hence we are trying to call the CloseAsLost action from code in the Persist method and facing an error.Could you please suggest.Code Snippet Used: Error:  Thanks & Regards,Vidyakeerthi K  

Can anyone help me address the issue of adding or creating a new field inside the red box, which I have marked above?

After upgraded to 23.110.0025 from 22R1, we have noticed that there is change when creating email activity from case (CR306000). In previous version, the default subject line would be "[Case #((Case.CaseCD))]  (Case.Subject), now is “Summary:1”.We do have a lot of email templates associated with CR306000, but it looks like there is no default template associate with case email anymore, what is the reason behind this and is there a fix?Also, when replying to customer email, “Select template” action is now putting template content to bottom of the email, which is incorrect!

Completed Test of CRM-1,2,3 and not showing, while I have completed the 3 Test of Module -C100 Customer Relationship Management (CRM) 2023 R2.My User id is Arun.4.sharma@coforge.com Plz check and update me.

Hoping someone can assist. I have created a business event to send Shipment Confirmations once the Status of the shipment has been triggered from Open to Confirmed.  The Business Event is working as there is a history of them firing, but the emails are not being sent:  this is the Email Notification Template:  Ive read other questions on here and the answer has been in the To: Field.. but I need to send it to the overridden Shipping Contact Email and there is no options for that: “If anyone can help me that would be much appreciated.CheersLara

We have created Automation schedule for business events and that business events contains few reports and GI that will triggered to respective email every 1st of the month but it is not working after upgradation to 23R1.Schedule created and it processed.  But event is not triggering to respective email it state that:  

I followed this tutorial to set up automatically closing a case on pending customer status after 10 days.  Implement Business Event 3: Trigger by Schedule with Record Changehttps://www.acumatica.com/blog/technical-tuesday-use-business-events-acumatica-automate-processes/ However I noticed the Automation Steps is no longer supported for the Cases screen. Is this tutorial still relevant? Are there any workarounds?This screenshot is from the article This is the warning I’m seeing on 2023R1 Thank you!

I am looking for a step-by-step guide on importing leads.  Does anyone have a guide?  I have never done an import scenario.  

In 23R1 (Build 23.108.0020 ) I’m noticing that whenever I use the Create Opportunity action from the Business Account screen, the new opportunity wont bring the Bussiness Account specified currency.Is it just me? or this is a missing detail in this version.Thanks!!

Hello,We are running the Salesforce Sync, but suddenly the real time sync has stopped working for BAccounts.I have made sure it’s set to “running” for BAccounts. I have also tried stopping it, and running the “full and failed/missed data” syncs. When I edit or insert a record on Salesforce, I can see the record under the “Salesforce Sync State” screen, with the Status “Modified Externally” and the Operation “Update” and the attempt counter is ZERO!! We need this fixed asap for orders to work right.

I’ve been asked to identify business accounts where the ‘owner’ field contains an employee that is no longer active. I can’t figure out how to do this...I assume it’s possible?

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??

i haven’t dove to deep into this but i wanted to see if anyone else has added the Events to “Related Entity”? when you are in any activity type events isn’t an option for the related entity.   

Do you have the ability to log email to Acumatica ERP without CRM installed?

Has anyone every done anything around the Text/Notes that default on an Activity. Request is that when they price a certain Type there could be some default Text populated so the user just completes it.  

Hi All,We are having a weird issue while navigating to a screen from GI. The navigation from the GI to the Customs screen is only working for the admin role, for all other roles it shows up the below page. Under Access By Screen, Access By Role and Access By User we have set Delete access, but still page doesn’t show up.