CRM

I have created a marketing campaign, which has leads and members applied to it. I then created a mass email for that campaign and it sent the email as expected.If I create a new mass email for the same campaign the program then does not allow me to send the new email to same members.If I add new members to the campaign then create a new mass email, the program emails only the new members.Any ideas why the program does this or best way to resolve without having to create a new campaign.

In opportunity, Create Email,  the popup appears but there is no default template.  Where does this get set up?  I have an email template linked to screen CR30400. Please advise. 

Hello community,we have an issue with the syncing of calendar entries. Some calendar entries are created multiple (sometimes a thousand) times in Acumatica/Haufe X360. Unfortunately, the system also doesn’t allow to delete this entry.Thank you so much in advance for any tips :)   

What module do we need to get so that we can use the customer portal??

Hello there, Is it possible to attach a PDF to mass emails in Acumatica? We normally send flyers to our customers at the beginning of each month and I was wondering if I can accomplish that in Acumatica. I couldn’t find anywhere within the Mass Emails screen where I can upload a file to attach to the email. Thanks for the support!

Is it normal that the system dont put Won in an opportuynuity which is transfered into a project? Thanks

Greetings community!We are looking for some community volunteers, current customers who are actively utilizing Opportunities and/or Cases within the CRM module.  Anomaly detection will look across a specific set of data points within a General Inquiry and identify outliers.  We are looking to obtain feedback on GIs that bring the most value to our customers. We just need 15-30 minutes of your time.Please contact me at via private message and I will reach out to you.Cheers,Jin

Hi All,This is our existing implementation that used work in 2019 version, basically the below piece of code removes an Ext Dac at runtime from the sorted list. We are planning to use the same implementation in 2022 R1 version, only change here is ActivateOnApplicationStart is obsolete in Autofac.For some reason the implementation is not working anymore, any thoughts on how this can be achieved or any better suggestions to implement the same?namespace MyLib{ public class ServiceRegistration : Module  {  protected override void Load(ContainerBuilder builder) {builder.ActivateOnApplicationStart<ExtensionSorting>(); // 2019 version /*builder.RegisterType(typeof(ExtensionSorting)) 2022 r1    .PreserveExistingDefaults()    .InstancePerDependency();*/ } private class ExtensionSorting {     private List<Type> mySort(List<Type> list)     {         if (list.Contains(typeof(CRCaseExt)))         {             list.Remove(typeof(CRCaseExt));         }         list.Sort((t1, t2) =

Hi All, As per the guideline, I already did the 1st step. Please could I know that how can I do the 2nd step as per the guide. I already give the access for the relevant user also. Thank You 

We have Customer View Standard Acumatica Dashboard in Acumatica, One of my customers reported the dashboard is not visible and throwing an error ' The given key was not present in the dictionary”Troubleshootsteps performed. Imported standard customer view Dashboard in Local instance the error remains the same. Uploaded each GI in the local instance, the error remains the same. Customer Management Featured present in the system. Access rights verified. Unpublished all packages and verified still getting the same error The given key was not in the dictionary.  

Hi Team,We are getting the below error when an update is done on CROpportunity table.“Incorrect datetime value: '4095-15-255 255:63:63.1048575' for column 'Tstamp' at row 1”Column tststamp on the table is defined as`tstamp` timestamp(6) NOT NULL DEFAULT CURRENT_TIMESTAMP(6) ON UPDATE CURRENT_TIMESTAMP(6), from my understanding this means if there is no explicit value defined for tststamp, if any update happens the value for tstamp column should be set to current timestamp. Not sure how this invalid value is getting set.  

Hello,I’m using the Salesforce Sync Provider and running into an issue with Person Accounts. Because they don’t have the Account Name field, but instead have Last Name as a requirement, when these records sync to Acumatica, they fail to sync any changes back up to Salesforce because this error. Has anyone who has used the Salesforce Sync had/solved this problem? I was thinking setting up some If’s in the export scenario with a boolean would work but I did not have any luck with that. 

If I want to create Workgroups in Acumatica, which is the suitable screen to achieve this?

public delegate IEnumerable OpenDelegate(PXAdapter adapter);        [PXOverride]        public IEnumerable Open(PXAdapter adapter, OpenDelegate baseMethod)        {            //    baseMethod(adapter);            //string orderNbr = Base.Transactions.Current.SOOrderNbr;                return adapter.Get();            }        } errorMethod System.Collections.IEnumerable Open(PX.Data.PXAdapter, OpenDelegate) in graph extension is marked as [PXOverride], but the original method with such name has not been found in PXGraphThe customization project must be published before the screen can be edited.

Hi All,I need to know that what are the steps to add portal payment module in to the Acumatica Customer Portal.Thank you.

We have the Salesforce integration set up and running the integration manually does work, although we would like to turn on the real time sync.  We are only pushing records into Acumatica from Salesforce, so we have no export scenarios assigned to the Salesforce setup.  There are no errors if we run the import manually from Salesforce, although when we update Salesforce, opportunity for one example, it doesn’t update the Acumatica record.  We have to do a sync within the Saleforce Data Resync screen.  Within the Salesforce Sync screen, we do have all entities running for the real time sync (with Import Scenarios activated for all of them).

We have the problem that with one version of Outlook 2016 only dll or exe files can be installed via the addin management and no xml.Does anyone know the problem - how did you solve it?

Looking for some help/direction on adding the CRM function or tab to the service orders. We currently have it on the Opportunities but I do not have a way (that I know of) for tracking Marketing Campaign Success for service orders Thank you in advance! 

We are having this error when opening ComboxBox for Substatus under default workflow for Cases.Initially we thought customization could be causing the issue, we have unpublished the customization but are having the same issue again. Error suggests the key value cannot be null, we have checked the values and can see a null value, but there is no option to delete it. Have looked on project.xml for deleting the null value , but unfortunately don’t see this null value.  

Is this a known issue? This happens in 23.101.I enter a configurable product in sales quote, configure it and say the rolled up price is $1,000. The rollup method is Children All.Then I manually override the unit price in the Quote line to $1,100.However, after converted to sales order, the Line Total amount (tab Total) becomes $1,200.It looks like system adds the difference between original price and the manual price into the sales Line Total price. No other charges added such as miscellaneous, freight, etc. Quote: Rolled up price:Converted to Sales Order: If I zero out the quantity (from tab DETAILS), it should put all values to zero however it does not. 

Hi,I need to do some customizations in the Catalog form in the customer portal. Therefore, I need to view and go through the customization function which includes Customization functions like the following image.  But that highlighted function is not available in Catalog form when I am logging as admin. And also, the highlighted function is not available in the Catalog form when I am logging in as an external portal user.Thank you.

in acumatica 2023 R1, report is taking longer than usual time to load, has anyone encountered similar issue ?

Hi All,I have a question about the CRM Module today.I am looking to calculate the Days between the Creation Date and Conversion Date as well as Qualification Date and Conversion Date.There does not seem to be any available Field that is relating to the Timestamp of when the Lead was converted into an Opportunity. When we look at Opportunities we have the Actual Close Date on the CRM Info Tab.  Nothing similar can be found from my understanding can be found for Leads. Is that True?What workarounds are known?

Hi All,I added a new field as a list of value to “Leads” form. After published it, some errors were occurred.  Although I published it again, same error was displayed.And also, same error was displayed when open another forms like these. 

Hi,I need to add non stock item here. But there are stock items only available.