CRM

Unable to to action button Extend as vendor on the customer screen while using the import scenario, as the import scenario works only on one screen which is the customer screen in this case.

With the Screen Event we control the invitations to our web seminars. Once I send the invitation from the screen event (CR306030), the record is locked in the grid for editing (checkbox optional or the comment field). It is only possible to delete it. This is inconvenient if you want to note in the comment after the invitation that the participant will attend later, or maybe did not show up.I tried a few settings in the project editor, but I could not do the editing once the invitation status changed.Can someone help me?Thanks!

Hi,Question 1: can we add additional ‘source tab' list from default list in OPPORTUNITIES > CRM INFO SOURCE SECTION. Possible to customise it or add additional into the names list that we are more familiar for our preference. Currently the default list there is: Organic Search  Campaign  Referral  Other  Web  Phone Inquiry  Purchased List e.g. We would like to change Purchased List into existing customer or web into website or other into events so that we have a more clear understanding of each OPPORTUNITIES comes from which activities that we are doing, Question 2: Also, sometimes appear that from one potential client appear to have 2 source that trigger them engage on the product and services that we provide. Can we add 2 source at once in one same OPPORTUNITIES.  

We are beginning to use Marketing Campaigns to target & reach out to new customers. We are encountering two challenges:On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2. There is no Notes field on the ‘Members’ tab. We are wanting to use the listing of members and indicate a short note whether we reached out to them - but seems like the only option is to log an activity which adds to the Activities tab which doesn’t exactly get us what we are looking for.Anyone using this tool extensively? 

Hi guys.I am looking for ideas on how to do the following:We have 3 different departments with their own structure in terms of sales quotes. How can I ensure notifications are sent to the correct people based on the amount? For example: Salesperson–Head of Sales- Sales Direcetor – Head of DepartmentAny quote greater than 150 000.00 Head of Sales should receive notification of quoteAny quote greater than 500 000.00 Sales Direcetor should receive notification of quoteAny quote greater than 2 500 000.00 Head of Department should receive notification of quote Please note that this is not for approvals but rather for notifications.

In our existing Cases screen (CR306000) there are three attribute options.  How do I remove and/or add one to this screen in 22R2?

Is SendGrid integration with Acumatica Bi-directional. i.e. if we have a Marketing Campaign called “New Year Campaign” in Acumatica and if we send campaign emails from within SendGrid, will Activities under the Campaign in Acumatica get automatically updated with emails sent from SendGrid?

Getting the below error when trying to set value for a custom field. I can see the ContractID is in the cache.All these steps are happening within a transaction scope , so values are yet to be saved to the DB , but are available in the cache.Stack Trace : Error: [UsrMAKLContractID] 'XXXXXX' cannot be found in the system. at PX.Data.PXSelectorAttribute.throwNoItem(String[] restricted, Boolean external, Object value)   at PX.Data.PXSelectorAttribute.Verify(PXCache sender, PXFieldVerifyingEventArgs e, Object& item)   at PX.Data.PXSelectorAttribute.FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)   at PX.Data.PXCache.OnFieldVerifying(String name, Object row, Object& newValue, Boolean externalCall)   at PX.Data.PXCache`1.SetValueExt(Object data, String fieldName, Object value)   at PX.Objects.CR.MAKLQuoteMaintExt.ConvertNewSaleQuote(CRQuote quote)    at PX.Objects.CR.MAKLQuoteMaintExt.<>c__DisplayClass127_0.<ConvertToContract>b__0()   at PX.Data.PXLongOperatio

Multiple users have brought this to my attention after upgrading to 2022 R2 release.  They do all of their email out of Acumatica and use the Discard Changes and  Close button and that seems to be missing.  Any way to get that button back?  It seems in the new release of 2022 R2, when you open an email activity, it opens a duplicate tab, and the Discard Changes and Close button is gone now.  Now you have to close the tab and go back to the previous All Emails tab at the top. We used to have the Discard icon.I looked but did not see any changes for this in any of the User Guides.  

Greetings community,We are looking for folks that are willing to spare an hour of your time to participate in a feedback session, specifically regarding creating and managing activities within an opportunity and/or contacts.  If you work within the sales module of CRM daily and love or hate the way you manage and create activities, we want to hear from you!  Please reach out to me here with a private message and I will schedule some time with you.Cheers!Jin KimCRM Product Owner

Hello,My client is using the CRM in many phases of their process. I need to be able to limit which types of activities a certain user can see. For example, they can see emails but they can’t see notes. The reason is that they attach notes realted to the funding of the project and they don’t want that information know to all users.If I could limit the activities a user can see by filtering out the “Internal” activities, that would be enough.Any ideas? 

Has anyone been able to map the owner field from Salesforce (Opportunities, Leads, Business Accounts, Contacts) into Acumatica? I do not see the owner field mapped in the native Salesforce import scenarios. I have not had any luck mapping the Owner ID field from Salesforce to any of the fields available in Acumatica, such as “owner”, “owner ID”, or “Owner > Contact”. 

I’m looking to see if Acumatica has an out of the box SendGrid Dashboard? I’ve seen two basic ones in youtube video’s but even with my VARs help we haven’t been able to confirm an out of the box dashboard is available. 

Hi All, We are currently running into some issues identifying concise and strong logic to route a Sales Quote through Approval when a Business Account is not a Customer yet.The Numbering Sequences are not unique as converting a Prospect into a Customer and it seems that the Business Account Status and Type are not available in the Approval Map Entities and Fields for the Sales Quote. Any ideas?

Hi All,We are having a strange issue with emails on version of Acumatica (2019 R1).Issue: Emails getting randomly redirected.          A(outlook) → sends email to B (support email address). This support email address is configured at SM204001.          For some reason Application (Acumatica ERP) redirects/forwards the email to the recipients who were initially part of the email chain but no longer. Not sure if there are some default rules configured to redirect within the framework. This happens randomly, so hard to identify the root cause.Mail servers are hosted on premise.

Our current process is to create a Lead complete with New Contact and Business Name.We desire to default Lead Owner to Operator entering the Lead as well default respective New Business Account and Contact Owner from Lead Owner.Is there a way to setup Acumatica to accomplish this ?I have both entered Leads manually and from Import Scenario, setting Owner manually, converting to Business Account and Contact without the Owner copying over. 

Hi All,Could please give me an idea regarding how do online payments in customer portal. Thank you.

Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?We desire to 1. Make it enterable 2. Make it mandatory  

We are coming off an ECISolutions software and migrating to Acumatica. In the mapping of Customers there is a field called Account Ref which I believe links that customer to a GL Account. My question is what actually goes into that field? In ECISolutions there is a field called debnr that is listing the customer number back to the gbkmut table (main GL table).  Would it be better to link the Customer Class back to the GL Account(s) or continue using the cusotmer number? The final say of course would be for the Accounting Manager to make that decision.

The user is entering Bills and Adjustments, and when they use the lookup in the Vendor field, select the related Vendor, the ID populated the field momentarily, then disappears acting as if a Vendor hasn’t been inserted. What would cause this to happen?

Error is occurring when adding InventoryID to ARTran .Stack Trace:Error: An error occurred during processing of the field InventoryID: CS Error: Invalid mask specified in segment 5 for Sales Sub. from..PX.Objects.CS.PXMaskValueException: CS Error: Invalid mask specified in segment 5 for Sales Sub. from.   at PX.Objects.CS.PXDimensionMaskAttribute.MakeSub[Field](PXGraph graph, String mask, String[] allowedValues, Int32 DefaultValueIdx, Object[] sourceIDs)   at PX.Objects.AR.SubAccountMaskAttribute.MakeSub[Field](PXGraph graph, String mask, Object[] sources, Type[] fields)   at PX.Objects.AR.ARInvoiceEntry.ARTran_SubID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)   at PX.Data.PXCache.OnFieldDefaulting(String name, Object row, Object& newValue)   at PX.Data.PXCache`1.SetDefaultExt(Object data, String fieldName, Object value)   at PX.Objects.AR.ARInvoiceEntry.ARTran_InventoryID_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)   at PX.Data.PXFieldUpdated.Invoke(P

Helloo,I’ve added 2 custom field as local start time and local time field in the employee time card detail tab, but don’t know how to add a calculation on the time spent field, which will be difference between start time and end time entered in these 2 custom fields.  Attached customization project of these custom fields. I would greatly appreciate any assistance in resolving this issue.Thanks. 

Upon saving the created activity for a task, status remains open what could be the reason behind it. Would like to know your inputs, thank you.

Hi,I can’t find this topic on the community, but I have a customer that uses cases for both internal and customer issues.When an email comes into their outlook inbox from an external contact, they are able to add that email to an existing case using the outlook add in. But when an email hits their inbox from an internal employee, they are not able add that employee’s email to a case (even if they change the “Person” to a different name).Am I missing something?Thanks!

When: April 26, 2023 at 10:00 AM PDTMarketing, sales, and support teams want (and need) optimized customer data, automated workflows, and reliable analytics, so they can learn about the expectations and requirements of potential and existing customers. Acumatica’s CRM software is designed to make this a reality.With Acumatica CRM you can rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience. Team members can also capture real-time marketing, sales, billing, finance, and customer data—all in one place. But those are just the basics.Attend this webinar to achieve practical insights and strategies for: Expertly feeding the sales funnel​.  Efficiently managing your sales pipeline. Improving customer retention and lifetime value.  Integrating CRM with external systems (such as Microsoft Teams).Register now to learn how you can leverage Acumatica’s CRM software to improve synergy between your marketing, sales, and support teams.