CRM

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.

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 modify or add to the tool.

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?Subscriber ID: Maybe the owner field is set up wrong here? (I dont want the owner from the source lead, but from the opportnuity. I didnt found an “opportnuity→ Owner” field)Hope you can help.Greetings from Germany

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 Owner Field of the Sales Order.I hope you can help. Greetings

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 creation of duplicate records.  When a Opportunity is created for example “OP00001” and a Customer se

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! 

Hello,We have an API that is inserting data into two fields when an Opportunity record is created. Right now the insert happens after record creation while the user is viewing the record. If the user enters any changes and saves, they receive an error since the record was updated via the API. Has anyone faced a similar issue? Is there a way to avoid the error with an automatic screen or field refresh for those two fields? Or a way to pass those fields into the save that is triggered from the user?Thanks!

Hello Everyone, We are looking to start using Incoming Mail Processing to automate web inquiries. We would prefer not having a dedicated email account for this, is it possible to conditionally create a lead based on who the sender of the email is? Aleks

Hi Team I am trying to send an email to contact → Email defind as below.I have used below option contact-email, def contact email from the template but the email is still trigger to billing email. Please assist in using write data field in email template?

I updated our current pricing in through a sales price worksheet.  When creating a sales order the price is correct however, when we create an opportunity the pricing is not updated.  How can we resolve?

 Pop-up alert: Failed to convert parameter value from a String to a Decimal.Custom table decimal field created as selector column in UI.Dac:    #region DecimalField    [PXDBDecimal(0)]    [PXSelector(typeof(Search<TableName.decimalField>), typeof(TableName.decimalField),    Filterable = true )] [PXUIField(DisplayName = "DecimalField")]public virtual Decimal? DecimalField { get; set; }public abstract class decimalField: PX.Data.BQL.BqlDecimal.Field<decimalField> { }UI: <px:PXSelector runat="server" ID="CstPXSelector39" DataField="DecimalField" ></px:PXSelector>Created a GI with the same field and able to search and retrieve records. But from UI selector field search is not retrieving related records just display all records. Tried Search equal to current , search3….Also tried making other decimal fields as selector, on search retrieving records as expected not sure why only one field while is also parameter of GI is having issue. Any suggestions on how to solve t

In our customer portal, we have found that selecting a Sales Order brings up a random Sales Order. The sales order is the same regardless of which one we select on the list of orders. Whenever we filter, the order that displays is different. What could be causing this issue?Here’s the code for the OrderNbr. 

Hello. I am looking for anyone who uses the system to estimate freight quotes for potential sales opportunities or quotes.  We are working on uploading the weights and dims for products currently, but interested in ideas for sales to use the system to quotes vs requesting shipping for quotes.   Thanks. 

I’m trying very hard to sell our organization on using the Acumatica CRM we already paid for but they have disputed everything I suggest all because there is no Outlook or Calendar integration that can be used by our Inside Sales Team to schedule appointments for our Sales Managers in the system.  They need to be able to book an appointment for one of our Outside Sales Managers by looking at their availability and having it go straight to their work email and calendar.  Does anyone have any suggestions!  I do not want to have to purchase another CRM.

Acumatica Outlook plug-in tool is not presenting when clicked.   Reinstall is not working…..  what is the issue and how do I resolve it.