Discussions about CRM
Can someone explain to me the capabilities of the Acumatica - SendGrid Integration. I do not see much literature on the integration since 2022. Does this integration work successfully on a consistent basis? What can it do vs what can it not do via its integration? I am a new client of Acumatica, and we are looking to do our email marketing directly out of Acumatica and then pull the information into campaigns. We need the ability to mitigate risk against being blacklisted after sending out an eblast, can it unsubscribe users from a list, does it allow the use of templates inside Acumatica, do the analytics only live in SendGrid? Any and all information on this integration would be very helpful. Also, if there is a better integration to look into please feel free to share. Many thanks in advance for anyone’s time and consideration.
Use-case: Plot using a line or bar chart widget on a dashboard the monthly cumulative total amounts for won opportunities (Acumatica CRM), e.g Jan through Dec, 2023. Anyone have an example GI configuration illustrating how to do this?
Recently we start to have this error for incoming emails, not often, but couples a week. The email actually were processed into case activity and created records with cancelled status, and email itself are with failed status and won’t get re-processed Version: 23R1 110.0025
can some one explain how to setup Acumatica for Gmaili create a clientID and secret at the Connected Applications screen(SM303010).but i’m getting an error when i try to connect
I’ve been getting this error because there seems to be some conflict with the City and Zip code. This is what the customer has and what we ship to when we have to go into Fedex ship manager and do this manually. Googling the towns zip it is off a number and this does say its another town. Either way this is the correct address, is there a way to bypass this error?
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.
Hi All,Could please give me an idea regarding how do online payments in customer portal. Thank you.
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.
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.
Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.
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.
I have a customer that uses the CRM extensively to map their Leasing process. This means that they will send an email from inside the opportunitty to some other member of the team to have it logged. The issue we’re facing is that is hard to track these emails because it doesn’t have the entity information:I know that in Acumatica it’s properly linked to the opportunity, but as far as usability, it would be very helpful to have the OpportunityID attached to the end of the subject line or as part of the body without the user having to type it each time.Any thoughts?
Hi all, When a user put a case in customer portal, it is not displayed in “Open Cases” in customer portal. Could you please let me know that how it is setup to show “Open Cases” in customer portal? Thank you.
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 have a scenario where the same person works for 2 separate companies. Hence, we have 2 contacts. The system flags this as a possible duplicate as it should.We click on the Mark for Validation action on the Contact Record but the warning symbol just appears next to the Possible Duplicates field.Can anyone provide insight into why this fails to marked Validated?
I have some attributes that I have set up and added to a particular Contact Class. Of the 5 attributes on that Contact Class I want to make it so that three of them are read only for my Support Representatives. I am struggling to find the field level attribute location that will allow me to set it to read only. I noticed in a previous post related to attributes in Item Classes that the Item Class had an attribute section and I can find a similar thing the access tree for Contact Class but I can’t find a listing of the specific attribute that I want to set the permission level on. Any help on this query would be greatly appreciated.
Can anyone guide me on how I can create customer using postman api endpoint. I am new to acumatica.
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.
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?
Hello, We have some duplicated Customer accounts from our Shopify and Salesforce integrations. I activated the Duplicate Management with the hope I could merge these, but upon trying to merge two accounts, the MERGE button is greyed out, and I see an error:“The duplicate business accounts cannot be merged because they have the Customer type.”Is there anyway to merge Customer accounts?
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!
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 23R2 is it possible to restrict user access to lead, opps and BAs using sales territories? My exploration suggests not, but I wanted to ask on the community in case I have missed something obvious.
We are transitioning to using Outlook PWA and have found the Acumatica Add-In won’t load. We’ve been using it from the desktop app but when we convert a user to PWA it doesn’t show up. We tried delring and reinstalling it, we also tried loading it from the admin portal and still nothing. Has anyone encountered this issue and found a way to resolve it?
Dear ALL,Please help us how to disable "OPEN" button after closing the Case.Acumatica Version: 2020 R1 Regards,NNT
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