Discussions about CRM
I have a client who pointed out to me that on their customer portal Closed Cases are not displaying the “Last Activity Date” on the “Closed Cases” (SP204010).Is this a known bug with 22.126 version that is fixed in new versions? Or is this some kind of configuration that is missing? The screenshot below is of my local test installation of Acumatica with SweetLife and does the exact same behavior that the clients site portal is doing.
Hi - I have noticed there is not Shop for Rates button on the CRM Sales Quote screen. Is the shipping carrier integration available in the CRM Sales Quotes? We are using Easy Post.
From where can i add the SubItem id ? Can anyone help in that because i am getting an error while creating an Purchase Order that SubItem Id cannot be empty . So from where do i need to add this subitem id or is it there defined in the vendors tab or some other tab ?
Hi Team,We have across an issue with SF sync where multiple SF Sync Record Id’s are being created for the same record. Highlighted row is the correct sync record id, but whenever automation schedule for User sync runs its adding additional sync record id’s for the same record. Any thoughts?
Can anyone guide me on how I can create customer using postman api endpoint. I am new to acumatica.
Hello, For the past several months, we’ve been able to start the real-time sync on the Salesforce Sync screen. a known issue was posted about it but the updated versions did not fix the issue. Is anyone else experiencing this too?
We have a set number of Users who have permission to log into our Portal per client. In this example, let’s say we have Company X with User A, User B, and User C. Only these three Users can log into the Portal to submit tickets. They can also email our Support email address to submit a new Case. Unfortunately, this also means that anyone emailing our Support can submit tickets despite whether or not they are set up in the Portal. Does anyone have any suggestions on how to automatically reject Cases submitted by individuals who are not configured as Users? I’m sure we could create a Business Event but I’m not sure what conditions we would need. Any help is appreciated!
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Ver:23.110.0025We have an incoming email coming in to create new case. Email will show under case activity. now we want to change the email related entity type from “Case” to “Vendor” and set related entity to an existing vendor. The email would not be under case activity anymore(this is correct) but strangely not showing under vendor activity tab either. In “All emails”, the record is displaying correct related entity as vendor nubmer we selected. I have checked database record, the BaccountID was missing for the CRActivity record, once that field was filled with correct vendor’s BaccountID, the activity would show under the vendor. Is this a bug??
Hey, So I am creating a dashboard for individual sales representatives at the company and we need to have them able to view key performance indicators but would like to not allow them to view this data for sales reps other than themselves. Is there a way to use a GI for the widget without them being allowed to go to the GI and access the data of the other users?
Hi Everyone, I am trying to do a Hubspot integration with Acumatica CRM, I am following the quide hubspot team provided but once I allow permission, I keep getting the following error. Has anyone tried this and ran in to similar error. Any help would be appreciated. Thanks.
We have a customer with the Self-Service Portal. They allow their customers to enter support cases and communicate with them through it.However, customers do not have rights to use the ADD COMMENTS action: In the portal, I used the Access Rights link under the Tools dropdown and changed the Add Comments access here for the Portal User role: However, that didn’t allow customers to enter comments.Where else might this functionality be controlled?Thanks!
I am currently attempting to obtain an access token using the Authorization Code Flow in Acumatica. I've successfully acquired the access code using Postman and the Authorization Code documentation. However, I'm encountering difficulties in obtaining the access token because I'm unsure where to configure the JSON Web Key (JWK) and JSON Web Key Set URL to facilitate this process.Previously, I generated an access token using the Resource Owner Password Credentials Flow. However, I now require an ID token, which is only achievable through the Authorization Code Flow. To accomplish this, I need the 'client_assertion' key, which I plan to include in the request body. As per the documentation, I've created a Client Application, but I'm struggling to locate the 'Add JSON Web Key' dialog box and 'Add JSON Web Key Set URL'.I've attempted two methods: passing the key-value pair in the parameters, which resulted in an 'invalid_client' error, and passing the key-value pair in the request body, whi
Is there a way to login as a user on the customer portal, as there is in the main ERP environment?I need to troubleshoot what a user is seeing, but can’t find a way to login as them.
Can we change and make the URL of the Acumatica from http://localhost/AcumaticaERP to https://by30csr7tga1.share.zrok.io/AcumaticERP by using tunneling service tools? Is this possible ?
Is there a simple way to attach documents from the Invoice to the email we send to the Customer? Currently, this is a separate step, and I am looking for a simple automation for this.
Hello everyone, could we add a "Contact" tab to the "Create Contact" option in the Outlook add-in?We need to enter contact number in this field, Is it possible?
Is there a design tool that can be used for building email templates for marketing campaigns in the CRM module? Customers can’t always write HTML / CSS, so wondering is there a design tool integration? Or perhaps they can create a design somewhere and copy paste the HTML / CSS into the Email Template?
Hi Team,Not sure if anyone has come across this issue before. We have an Automation schedule that generates invoices. Few days back we had quite a lot of invoices to be generated. When we checked the status of the schedule, we could see many of them were processed successfully, but some of them failed. In the logs we could see the following error for the failed ones “The transaction associated with this command is not the connection's active transaction; see https://fl.vu/mysql-trans”. On further analysis we could see the Invoice did get generated, but Invoices never got linked to their respective Contracts. Ideally the schedule generates the Invoice and links it to the respective Contract , but in this case the Invoices with errors never got linked to the Contract.Functionality is defined within a transaction scope so not sure why first section of the function worked (generating invoices) , but not the 2nd section (linking the Invoice to a Contract) for some reason didn’t get through.
Hi,For the setup of emails, I know you can set different emails for each branch by adding different records for the INVOICE id, as shown in the second image below. However, I have found that these settings don't seem to come through for the manual sending of emails via the window shown in the first image below.Is there a different screen I need to use to populate the From field in the image below based on which Branch I am in? Or do I need to manually select it?Kind regards,Andrew
via Import Scenarios?
My company wants to start automatically assigning lead ownership in a Round Robin order, i.e. Employee 1, Employee 2, Employee 3, then back to 1 and continuing the cycle. I know I can set an assignment map with Rules for each employee or workgroup, but I want to make it as fair as possible and evenly distribute leads to our Reps. Is there a way to do this automatically without having a rule for each different employee?
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
Is it possible to remove Opportunity ID as a required field for making a sales quote?
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