CRM

Do you guys know some cheap CRM software to integrate with Acumatica?

I was given a request to modify the Weekly Activity Report for a client that tracks their salespeople’s activities. The current report filters are Salesperson, Start Date and End Date. The problem is they noticed activities are being pulled to the report based on when the activity was ENTERED not the actual Start Date.When you enter an activity, you can select the actual date of the Activity Type in the Start Date field, HOWEVER, when you filter the dates to that range on the report, the activity does not show up as it is tracked in the system by the Date is was entered. The screenshot below shows the initial setup of the activity having a Start Date of 9/25/25 but entered on 10/8.The issue is the Start Date is treated as the Entered Date and not when the activity actually happened. Below you see the report is filt

Is there a way to create a marketing survey in Acumatica to mass email certain customers? We would like it to be a one question survey and the 3 responses listed so when the customer clicks their response, we can collect the feedback. Can Acumatica do this or would we need to get a 3rd party integration with marketing software?

Row level security settings can be configured to limit access by user to certain email accounts for sending messages, but do these settings also apply to viewing Incoming and Sent message on those same accounts?  Or is there another way to configure this security setting?Thanks in advance!

I wanted to pick peoples brains on methods to track our Event/Conference ROI with related expenses. Currently, I do not see a way to link an Expense Claim to a Marketing Campaign. I am creating a marketing campaign for each of our future attending conferences and will have Leads/Opportunity linked via Source to track sales, but tracking related expenses to a specific conference has been a manual process. 

Hello, Community Friends, Are you interested in trying out a fresh, modernized Activity Stream in Acumatica? We have been hard at work updating the interface for viewing your customer interactions. With new features like customizable colored icons that help quickly identify activity types and a smooth, scrollable timeline, we believe this update will significantly streamline how you gather information. We are looking to try this for folks running version 25R2 and using the Modern User Interface but would love to speak to anyone interested.  If you'd like to be among the first to try this upcoming feature, please take a moment to complete this short qualification questionnaire. We’ll review submissions and respond within five business days to confirm your eligibility. Should you be selected, we kindly ask for your honest feedback to help us ensure

Important Notice for Acumatica’s HubSpot Integration: Action Required by April 30, 2026  (Originally slated for September 30, 2025) Hello Community Members. If you or your organization currently uses Acumatica’s HubSpot integration, please be aware of an upcoming change that will require action to maintain functionality.  What’s happening?  Due to a HubSpot API requirement change, the current integration will experience disruptions starting April 30, 2026, unless a solution is applied. To address this change, our engineering team is actively preparing the fixes for all supported versions of our software.What you need to do:  ​ On

I just want to confirm the EXPECTED behavior of a synced email. The email syncs to the CONTACT record on the account. If that email appears on multiple records in Acumatica the email will not sync to any of them as it doesn’t know where to put it. The email only shows in the ACTIVITES on the record it syncs to - and NOT in the Activities on the top level of the Customer account There is no native way for users to see ALL The emails they have synced into the system.Anyone? Am i getting this correctly? And if so - can we have a feature request for #2 so my sales team has a way to see the emails they have synced? 

Hello all,i want to achieve, that the Marketinglists, a Customer has, are also subscribed in Contacts, that are created out of the Customer.Problem:For example we have the following Customer/business account, with the following Marketing-lists checked;When a contact is created out of the business account, no marketing list is checked/subscribed: The Customer whiches it to be like that automatically, when a contact is created out of an business Account, so that the contacts marketing lists always match with the ones of the customer.How could this be done? Thank you

Hi Everyone, We are trying on some customization to have the standard field Phone1 of Opportunities screen, to include in the Global search in Acumatica instance.Below is the code we have tried however it is not reflecting on the UI, and the search for Phone1 is not working.Any thoughts/inputs on this would be appreciated.Code Snippet:public class CROpportunityExt : PXCacheExtension<PX.Objects.CR.CROpportunity>{    #region NoteID    public abstract class noteID : PX.Data.BQL.BqlGuid.Field<noteID> { }    protected Guid? _NoteID;    /// <inheritdoc/>    [PXSearchable(SM.SearchCategory.CR, Messages.OpportunitySearchTitle, new Type[] { typeof(opportunityID), typeof(bAccountID), typeof(BAccount.acctName),        typeof(CRContact.phone1) },       new Type[] { typeof(subject) },       MatchWithJoin = typeof(LeftJoin<BAccount, On<BAccount.bAccountID, Equal<CROp

Hi All,We are trying to provide an access to a customer, to our internal ERP as we cannot enable Customer Portal due to Multiple base currencies feature been enabled.The approach we are trying to execute is to create an external/ guest user who will have access only to a specific customer related cases with view only access to their cases.When restricting the access i have created a custom GI which was derived from the cases GI CR3060PLHowever, if i revoke access to cases form i do not have access to click the custom GI lines and view the cases in CR306000Is there any possibility for us to only give access to the custom GI and perhaps hide the CR3060PL (Cases) from the customer’s user?Thank you all in advance for your support!

I’m trying to use this article: https://www.acumatica.com/blog/technical-tuesday-universal-search-in-acumatica/ to allow for searching by custom fields, however, every time I do, it says the field does not exist in the type. Is there a way to do this, or not for custom fields?

I’ve built a dashboard for our sales manager which shows quarterly information as well as YTD information. Now that it is 2024, I want to provide the ability to toggle between current year data and prior year data. Is there a way to do this with use of an added parameter? The widgets currently pull information based on Order Date is between @YearStart/@QuarterStart, @YearEnd/@QuarterEnd.   

Hello Community Friends,  I’d like to take a moment to introduce Michael ( ​@MichaelBradner55) and myself (​@Tara H). We are Acumatica’s CRM Product Managers, and we are thrilled to be here with you.   We’re here to listen, learn, and collaborate. If you have feedback, ideas, or just want to say hi, feel free to @mention us or send a private message right here on the forum. Looking forward to talking with you! Please note - if you are experiencing a functionality issue, please continue to utilize standard support methods.

We are looking at using ‘cases’ for a basic internal IT ticketing process.  I am trying to set it up so that users would send an email to a certain email address and it would auto open a case.  I have set the email up to do this, however how do I set it up so that internal users are the contact or requester? I would hope that the users name would auto populate from who sent the email.We would also like to see it put the Internal user in the ‘to’ section when we click on ‘create email’. Is this possible?

We have had some clients run into fairly frequent issues with the Outlook plugin stopping or ceasing to function. There are community posts out there related to removing the cache files. For some users this can be somewhat onerous or difficult for them to manage. To make this easier, I’ve created a batch file for windows. This batch file:shuts down active Teams and Outlook processes Deletes the folders and files associated with the file path: %localappdata%\Microsoft\Office\16.0\Wef\To install, just unzip the file and have the user put it in an easy to find location (desktop, temp folder etc).This will not uninstall the plugin or reinstall it, but may help some users who are having periodic problems with the plugin ceasing to function.Also note, this may only be applicable to the Outlook desktop app.If anyone has other suggestions I can m

Greetings community,We would like your feedback with regards to improving our out of the box offerings for sales metrics?  We want to know how you are using the current sales metrics and if you are building any additional custom dashboards, reports, general inquiries, pivot tables to support your sales business.  What sales KPIs are you interested in seeing in CRM?  (i.e. opportunity conversion rates, time spent in each opportunity stage, etc)If you are also interested in participating in a 1:1 customer feedback session with us, please specify that you are interested and i will reach out to you personally. Thank you!Jin KimCRM Product Owner  *********Edit to Add:   Please reach out to me -  ​@Tara H  with any feedback.  Jin has moved on from Acumatica and I am the current Technical Product Manager.  Thank You! 

Hello all, i try to create an Business Event in the Opportnuitys, that creates a task for the Owner.Triggers:Estimated Date is 2 weeks in the past (todays date-14 days) The Opportnuity Stage is on “Angebot nacherfassen”Action:When the two Triggers happen, a task should be created for the owner of the opportunity. -------------------------------------------------------------------------------------------I treid to set it up as follows, but a task isnt created in my instance: Business Event:Maybe the @today -14 is set up wrong here?

Hello everyone,i want to achieve, that the “Owner” of the Sales Qoute is automatially trasnfered into the “Owner” Field of the Sales Order, that is created out of the Sales Qoute.When a Sales Order is Created out of an Sales Qoute, the Employee, that is linked to your User is put into the Owner Field of the Sales Order, no matter what Owner is originally written in the Sales Quote.I think it is also because the Owner field of the Sales Qoute is another field than the Owner Field of The Sales Order.Field in Sales Quote:Field in Sales Order: (Under the finacial tab) So in conclusion i just want that the Owner of the Sales Quote is written into the Own

How can I reverse it if I accidentally extend a Business Account to a Customer (or a vendor) without any transactions?

Hello, a customer wishes a more automatic processing/assigning of incoming E-Mails to opportnuitys. As far as i understood, Acumatica processes incoming E-mails like this and uses tags like this: Automatic Tagging:When Incoming Mail Processing is enabled, Acumatica automatically adds a tag to the subject line of outgoing emails. Tag Purpose:The tag helps Acumatica identify and associate incoming emails with the correct record or conversation thread. Tag Structure:The tag is typically a unique code or identifier placed within brackets at the end of the subject line. Tag Usage:When an email with a tag is received, Acumatica can recognize it as a reply or a forwarded email related to the original email and its corresponding record. Potential Issues:If the tag is removed or altered, Acumatica might not be able to correctly associate the email, potentially leading to misrouted emails or the cr

Hi guys, I just can’t figure out the issue. I follow the guide to set up the self-service portal. The user can’t checkout because of the buttons can’t click. I checked every steps and access rights. Anyone give me a hit? Thank you.   

Hello,When creating sales quotes from opportunities the window keep the "Set New Quote as Primary” tick box selected by default for all the quotes created.  Is there a way to keep this ticked off for any subsequent quote created after the first quote? Thanks,Dulanjana

We are trying to use the features of CRM and are stuggling to set up a Marketing Campaign. We are attempting to use CRM to market to existing customers and to prospects.  We have taken on a new product line and will sell the new product line to both existing customers and to prospects that we have not sold to.  We think we should treat both customers and propsects as “Leads” for this new product line. Is that correct? When we add customers and prospects to the Members of the Marketing Campaign, do we add them as a “Lead” or as a “Contact”? Any guidance is greatly appreciated.

Hi! Currently emails that come through on the Acumatica cases, we also receive them in our outlook inbox. Is there a way to set up notification for when a ‘note’ is created on the customer portal? Or to just notify the case owner in general if there is a new activity (that is not email) created on the case?Thanks!