CRM

Hi everyone,I’m working on a Generic Inquiry (GI) to build a sales pipeline for the last 3 months, mainly based on sales opportunities.The requirement has a couple of scenarios, and I’m a bit stuck on how to structure the logic.Scenario 1 – Opportunities without quotesIf an opportunity does not have any quote, then I need to consider:opportunities with an estimated close date within the last 3 months along with the stock item and quantity Scenario 2 – Opportunities with quotesIf an opportunity has quotes:there can be multiple quotes, but I only want to consider the primary quote in this case, I want to use the quote date (not the opportunity date) Here’s the tricky part:An opportunity might be older than 3 monthsBut it could have a recent primary quote (within last 3 months) Here’s the tricky part:An opportunity might be older than 3 months But it could have a recent primary quote (within last 3 months)In this case, I still need to include that opportunity in the pipeline.However, if I

We are adding drawing files for requested customizations to our open Opportunity File.  Once we have the drawing on file, we reach out to the customer for their approval, using create email selecting email template, from the Opportunity file.Is there an easy way to get the file document on the opportunity to be included on the Email being created from the same document, without having to download the file and then import it directly to the email?Surely having to download in order to then turn around and upload to an activity on the same document is not the intending process flow, correct?

Has anyone found a solution to getting cost/margins in CRM Sales Quotes? This is such a basic feature for quoting. While some businesses simply quote based on set sales prices, other businesses have salespeople who need to know costs in order to provide quotes/discounts, etc. I am struggling to understand why Acumatica CRM Sales Quotes do not provide any sort of cost/margin calculation/visibility functionality. I have upvoted a few entries I find that appear to be related.

Scenario:An internal user (employee within Acumatica) receives an email from the Acumatica system email with an external email address. The internal user (employee) removes the external email addresses and replies to the system email. If the “Route Employee Emails” is enabled and Acumatica has the employee’s emails, the system (RouterEmailProcessor) will route the email to the external email address. Problem:Internal communications can get exposed to external users without the knowledge of the employee who replied to the email.  Solution:Turn off Route Employee Emails on System Email Accounts (SM204002) Final Thoughts:I don't know if this is a feature or a bug, but I would think it is bad practice to have the system take action that the user (employee email responder) did not intend. This has caused issues with customers who received responses that the employee believed to be internal communication. Is anyone else experiencing this? Please share if you have any best practices for handl

Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?

Hello, I was wondering if Acumatica had an email response time tracking feature where we could pull data on how quickly customer service reps our emailing clients. The system it would tie into is outlook. Does anyone know if Acumatica has a feature like this?

Good day,Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. I have all the required fields but they want to body of the email included on the GI.Thoughts?Thank you.​@evangrill 

Has anyone tried scanning business cards in Acumatica using HubSpot integration?

We’re experiencing ongoing issues when logging emails from Outlook to Acumatica using the Outlook Plug-In for the Modern UI. I wanted to share details to see whether others are encountering similar behavior and if there are known fixes, best practices, or upcoming improvements.Record Visibility Issues When attempting to link an email to an existing Case, Opportunity, or Project, the case often does not appear in the selection list after choosing a Contact or Business Account. Opportunities do not consistently appear when searching or filtering, making it difficult to associate emails with the correct record. Often you must search the Opportunity Name or # to find it. In some scenarios, opportunities only appear after clearing filters or using very specific search behavior, which feels inconsistent. When linking an email to a Contact only, the activity appears solely under the Contact’s Activities. In prior versions, this activity was also visible under the related Business Accoun

Hi everyone,What is the best practice for sending mass emails from Acumatica while staying compliant with email regulations?For example, if we want to notify several hundred customers about a new product launch or upcoming price changes, what approach do you typically use? As far as I can see, Acumatica’s built-in mass email functionality does not support an unsubscribe link. How do you usually handle this? Do you manage opt-in / opt-out preferences inside Acumatica, add a custom unsubscribe mechanism, or send those communications through an external email platform (Mailchimp, HubSpot, etc.) integrated with Acumatica?Would appreciate hearing how others are handling this.

Hello CRM Users, The CRM Product Management team had a fantastic time last month at Acumatica Summit 2026, and we truly appreciated the opportunity to share new CRM capabilities and connect with many of you in person. Your engagement, questions, and candid feedback are invaluable as we continue to evolve Acumatica CRM.  Whether or not you were able to attend Summit, we would love your input. Please take a few minutes to complete our post-Summit CRM survey. Your responses will help us:  Prioritize and shape the future CRM roadmap   Partner with current users to validate designs and enhancements to specific features   Identify high-value improvements and new capabilities   Strengthen how we collaborate and communicate with the CRM user community   Thank you again for your time, insights, and partnership.  We look forward to building the next generation of Acumatica CRM together!   -Tara and Michael Acumatica CRM Product Managers   

Hi everyone,I’m looking for guidance on how to create dashboard widgets in Acumatica that display the following: Top 10 Customers by Sales ($ Amount) Ranked by total sales revenue Displayed in a graph (e.g., bar or column chart) Top 10 Items Sold Ranked by quantity sold and/or total sales amount Graph should display the item name and description Should show both quantity and price (or total sales $) Additionally, I’d like both widgets to be filterable by: Weekly Monthly Quarterly Ideally, users should be able to adjust the date range dynamically from the dashboard.My questions: Is this best accomplished using Generic Inquiries (GIs) as the data source for the widgets? What tables and joins would you recommend for pulling accurate sales totals (ARInvoice, ARTran, SOOrder, etc.)? What’s the best way to structure the GI to allow dynamic date filtering (week/month/quarter)? How can I ensure the item description appears correctly in the graph labels? If an

Our business still sends paper catalogs to our customers. We would like to be able to track in Acumatica who we send catalogs to. I know there is a Mailings function in the customers profile. Would that be the best way to track? Each catalog would get a different “Mailing ID” to signify which catalog they received. We would also want to be able to use acumatica to determine who we should send catalogs to (based on sales history), is there a way to do that in Acumatica as well?

Does anyone have information on when the package for 25r2 will be released? We have 2 customers that will be upgrading over the next few months who use the Gmail integration.

Hello dear Acumatica community,we want to trigger automatic (email) notifications as soon as a responsible person has been assigned to a task.Currently I tried to solve this via the following business event (in German)Unfortunately, it is not possible to query the direct input screen for tasks (cr306020), nor the task overview screen (ep404000) for business events.Therefore I tried to find a solution via the general query "Tasks" (GI000024); namely this can be queried for business events. The problem with this query is that it does not trigger the business event in the default.After research in existing threads here in the community I found out that in the general query the conditions should be deleted to allow an error free triggering of the business event.But then the problem is that the query "Tasks" (GI000024) queries the activities in general. So if you remove the condition that only tasks should be displayed, then also mails, remarks, etc. will be displayed. So the First problem

Hi everyone,I’ve got a question about the coloring of a field. We’ve sent out e-mails with invoices to customers. The e-mail show up as processed in “All Emails” (CO409070) with no errors. So far so good.Now we have received some complaints that invoices have not been received. For each complaint  we’ve checked the activities in the invoice (AR301000) and here the date is shown in red. I couldn’t find any information on what this means. Any help or pointing me in the right direction would be much appreciated!Thanks. 

I created a mass email and used the HTML and previewed the message. The email message display shows what I need. When I send the emails, the information is correct, but when I open the email, the embedded page does not show. What am I doing wrong? 

Microsoft is moving into the second phase of deprecating the Classic version of Outlook in April of 2026. The cutover date is still unknown but coming down the road. Please refer to this article: when will classic outlook end - Microsoft Q&ADoes Acumatica have this on its roadmap to update the Outlook Add-in to also work with the new version of Outlook? It currently does not! 

When creating a Service Order from a Case, the Case Number is referenced to the Service Order under Other, Source Info: Is there a setting to reference the Service Order Number back to the Case?Thank you! 

Hello all,How can I setup an Approval workflow for the Opportunities screen in Acumatica? We know that the Approval Map doesnt have the option to setup approval for Opportunities screen. But is there any possibility to setup a similar flow without customization?

I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found. 

Hello everyone,I’m are trying to understand how Acumatica handles different Customer Status values: Active One-Time Inactive Our concern is that we cannot find any documentation explaining whether One-Time is just an informational flag or if it actually triggers different behavior in AR, Sales Orders, or any other module. Does One-Time behave differently from Active in any workflows? Is One-Time intended by Acumatica as a special-use status (e.g., guest/occasional customers), or is it simply an available label with no system logic attached? Are there recommended best practices for organizations that want to classify customers who are still valid but rarely used? Thank y’all for any insight or guidance!

I created a generic inquiry and replaced a screen but setting the “Enable new record creation” to true in the menu, I still don’t get the + button 

When a case with "Business Account" selected, but new contact needed, using "Save&Close" button on pop-up new contact screen closes the pop-up screen but "Contact" field on case screen is not filled with newly created contact record. This is different behavior compare with same step took but no "Business Account" selected on the case.  

Hi all,We recently upgraded from Acumatica 2024 R1 to 2025 R1 and noticed that whenever a new case is created, an additional activity entry is automatically generated:Type: System MessageSubject: Case created in ERPWe haven’t been able to identify any functional value for this entry—it simply logs that the case was created. However, it is creating extra activity records that are triggering unintended side effects, particularly with Business Events that rely on the CRPMSMEmail DAC (e.g., when monitoring case-related messages).We’ve looked through different settings screens but haven’t found a way to disable this “Case created in ERP” message.Has anyone found a way to disable or suppress this automatic activity entry in 2025 R1?Or alternatively, is there documentation explaining its purpose or how it ties into the case workflow?Thanks,Dave