CRM

We offer installation, removal and storage services to our customers. When we sell a project, the stock item is on the sales order and “Shipped” once it has been installed. We are able to track that inventory up until this point. Then the product gets removed and stored in our warehouse, but we do not have a way of tracking it since it is now customer - owned product and not our own inventory. Does anyone have any suggestions on how to go about this? 

Issue: When creating a new dynamic marketing list based on a custom Generic Inquiry, the qualifying lead does not appear in the MarketingListMember table.Context:Goal: Create an export of leads/contacts that is filtered on their “subscribe” status that can be imported into SendGrid. Approach: Using dynamic lists tied to a Generic Inquiry. Problem: The expected lead qualifies in the inquiry but is missing from the marketing list membership table.Question: Has anyone experienced this? Is there a step or sync process required to populate MarketingListMember for dynamic lists?

I would like to be able to add the current contact record hyperlink to the email template I am creating. We are trying to send an internal email with the link for an action in another system. I cannot find how we can do this. 

Trying to change an email address for a customer record but when we try to go save the record we get an error, “account is inactive”.  However, the customer is active and the customer location is active so I am confused why this error is occurring. Any one have a solution to this strange error?

Hi all,I’ve added an email address as a customer contact. When receiving email from this contact, Acumatica is not associating email activity with the contact. When I click “Create Case” from the email, the contact and business account fields are blank. I expect them to default. The email account is not set to automatically create a case because I’m requiring a contract for this case class. Below are screenshots of the email and case, followed by screenshots of settings for Email Account and Case Class, respectively. Thanks in advance!  

We may have multiple opportunities running at the same time for one customer at a time, and I was trying to find a way to create one task to oversee all of those opportunities. I can’t associate more than one Related Entity to a task. I also tried the additional activities tab within the task, to create multiple activities under one parent activity associated with different opportunities, but then multiple tasks still show up in your personal queue. The goal is to have one task/activity show up in your queue, that you would manage several opportunities under. The issue that I’m trying to prevent is having 5 tasks for 5 opportunities, which allows for updates to be missed, or opportunities to be overlooked. 

Has anyone successfully used Acumatica CRM/Marketing functionality to conduct drip marketing campaigns?  Example scenario: When someone fills out a form on our website, they’re automatically captured as a lead and added to an awareness drip campaign. It’s comprised of sending the lead 14 emails spread out over the course of 12 months.Is it possible to automate such a campaign using Acumatica functionality?

Hi all,I’ve been using Marketing Lists lately and running into some strange behavior, specifically two things:I have a dynamic marketing list containing two contacts that are unsubscribed. When I set filter on “Subscribed” field to False, it shows no contacts (screenshot below), but there are in fact two unsubscribed. Thoughts?   When I use the list in a campaign, it includes the unsubscribed contacts as members of the campaign. When I send a mass email from the campaign, it generates emails for these two contacts. Seems like it should exclude them?

Looking for some guidance on modifying an email template “To” field to be the Contact selected at the Sales Order header.  Tried to plug in various fields to no success.  Any help would be appreciated. Thank you.

Hi Team, We are Sign in again to proceed but still not receiving email notifications. 

Is there any way to assign an actual Salesman ID in the system to either a CRM Lead, Opportunity, or Sales Quote...as I’m not seeing it, and would think it to be an obvious need?Obviously, there are rules in place to assign an Owner to any of these windows, but even when going into one of those Owner’s employee ids and linking the record to a salesman id, it doesn’t do anything in the process (not exactly sure what the purpose is for the Salesman Link at the employee level, but will leave that for another day).Just seems strange to me, as the OWNER does all the hard work to cultivate the prospect, but when it comes time to converting the prospect to customer, I’m not seeing where the salesman id/owner can be automatically set at the customer level...am I missing something here?appreciate it,mdickson

Hello everyone,I would like to upload the new leads directly from Excel into the marketing campaign so that the system can create the leads immediately.Does anyone have a suitable Excel template that I can use?I have exported the columns, but the system says that it cannot create the data record with this information alone.Thank you very much!

I’ve found that marketing campaigns only allow emailing members once. That makes no sense to me. Doesn’t a “campaign” imply a cadence of emails? Here is another post I found on this issue: Marketing Mass Emails, can only email once | CommunityAppreciate any thoughts!

Hi all,I have an error when processing Mass Email. The first time I clicked Send, it only generated two emails, but the campaign has hundreds of members. I then copied email to create new one. Now I get the error in screenshot below.Details:There is a campaign selected on Campaigns tab.  Both the Campaign and its associated Marketing List have hundreds of members, and all of them have email addresses. Thanks in advance for any help.   

We have an info@ email address that is routed to create cases. That same email also sends our daily invoices to customers. However, when the customer responds to a system email coming from info@ (e.g. invoice email), Acumatica is attaching the reply to the invoice screen and not creating a case.  How do we get the replies to create cases?

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 filtered to show all activities that occurred during 9/15-9/30Here is the result: No activities are shown.When the filters are changed to the dates used, then the activities are

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 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<CROpportunity.bAccountID>>,           LeftJoin<CRContact, On<CRContact.contactID, Equal<CROpportu

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’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.