CRM

Discussions about CRM

  • 98 Topics
  • 312 Replies

98 Topics

V
Jr Varsity III
vibindas
asked in CRM

Error: Value cannot be found in the system.

Getting the below error when trying to set value for a custom field. I can see the ContractID is in the cache.All these steps are happening within a transaction scope , so values are yet to be saved to the DB , but are available in the cache.Stack Trace : Error: [UsrMAKLContractID] 'XXXXXX' cannot be found in the system. at PX.Data.PXSelectorAttribute.throwNoItem(String[] restricted, Boolean external, Object value)   at PX.Data.PXSelectorAttribute.Verify(PXCache sender, PXFieldVerifyingEventArgs e, Object& item)   at PX.Data.PXSelectorAttribute.FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)   at PX.Data.PXCache.OnFieldVerifying(String name, Object row, Object& newValue, Boolean externalCall)   at PX.Data.PXCache`1.SetValueExt(Object data, String fieldName, Object value)   at PX.Objects.CR.MAKLQuoteMaintExt.ConvertNewSaleQuote(CRQuote quote)    at PX.Objects.CR.MAKLQuoteMaintExt.<>c__DisplayClass127_0.<ConvertToContract>b__0()   at PX.Data.PXLongOperatio

6
V
Jr Varsity III
5 months ago
S
Freshman I
SheilaO92Freshman I
asked in CRM

Discard Changes and Close button missing from email activity after upgrading to 2022 R2

Multiple users have brought this to my attention after upgrading to 2022 R2 release.  They do all of their email out of Acumatica and use the Discard Changes and  Close button and that seems to be missing.  Any way to get that button back?  It seems in the new release of 2022 R2, when you open an email activity, it opens a duplicate tab, and the Discard Changes and Close button is gone now.  Now you have to close the tab and go back to the previous All Emails tab at the top. We used to have the Discard icon.I looked but did not see any changes for this in any of the User Guides.  

2
S
Jr Varsity II
5 months ago
Jin Kim
Acumatica Moderator
Jin KimCRM Product Owner
posted in CRM

Looking for feedback - Activities

Greetings community,We are looking for folks that are willing to spare an hour of your time to participate in a feedback session, specifically regarding creating and managing activities within an opportunity and/or contacts.  If you work within the sales module of CRM daily and love or hate the way you manage and create activities, we want to hear from you!  Please reach out to me here with a private message and I will schedule some time with you.Cheers!Jin KimCRM Product Owner

3
sdas09
Freshman II
5 months ago
miguel80
Jr Varsity III
miguel80Jr Varsity III
asked in CRM

Can Acumatica use access rights to limit which CRM activities can be seen by a certain role?

Hello,My client is using the CRM in many phases of their process. I need to be able to limit which types of activities a certain user can see. For example, they can see emails but they can’t see notes. The reason is that they attach notes realted to the funding of the project and they don’t want that information know to all users.If I could limit the activities a user can see by filtering out the “Internal” activities, that would be enough.Any ideas? 

0
miguel80
Jr Varsity III
5 months ago
L
LSchindhelm
asked in CRM

Mapping Owner Field from Salesforce into Acumatica

Has anyone been able to map the owner field from Salesforce (Opportunities, Leads, Business Accounts, Contacts) into Acumatica? I do not see the owner field mapped in the native Salesforce import scenarios. I have not had any luck mapping the Owner ID field from Salesforce to any of the fields available in Acumatica, such as “owner”, “owner ID”, or “Owner > Contact”. 

2
W
Freshman II
6 months ago
E
Freshman I
Eddier47Freshman I
asked in CRM

SendGrid Dashboard

I’m looking to see if Acumatica has an out of the box SendGrid Dashboard? I’ve seen two basic ones in youtube video’s but even with my VARs help we haven’t been able to confirm an out of the box dashboard is available. 

5
kandybeatty49
Captain II
6 months ago
K
Jr Varsity II
krausef77Jr Varsity II
asked in CRM

Route a Sales Quote through Approval when Business Account is not a Customer yet

Hi All, We are currently running into some issues identifying concise and strong logic to route a Sales Quote through Approval when a Business Account is not a Customer yet.The Numbering Sequences are not unique as converting a Prospect into a Customer and it seems that the Business Account Status and Type are not available in the Approval Map Entities and Fields for the Sales Quote. Any ideas?

3
aaghaei
Captain II
6 months ago
V
Jr Varsity III
vibindas
asked in CRM

Random Emails getting redirected and some of them missing

Hi All,We are having a strange issue with emails on version of Acumatica (2019 R1).Issue: Emails getting randomly redirected.          A(outlook) → sends email to B (support email address). This support email address is configured at SM204001.          For some reason Application (Acumatica ERP) redirects/forwards the email to the recipients who were initially part of the email chain but no longer. Not sure if there are some default rules configured to redirect within the framework. This happens randomly, so hard to identify the root cause.Mail servers are hosted on premise.

0
V
Jr Varsity III
6 months ago
D
Freshman II
DonGreenFreshman II
asked in CRM

How do I Default Owner for Business Account and Contact from Lead Owner

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. 

3
J
Freshman II
6 months ago
N
Freshman II
nawanjanahansamali50Freshman II
asked in CRM

How Do Online Payments in Customer Portal

Hi All,Could please give me an idea regarding how do online payments in customer portal. Thank you.

5
N
Freshman II
6 months ago
D
Freshman II
DonGreenFreshman II
asked in CRM

Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?

Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?We desire to 1. Make it enterable 2. Make it mandatory  

2
manikantad18
Pro II
6 months ago
B
Jr Varsity II
billmarmcJr Varsity II
asked in CRM

GL Accounts linked to Customers

We are coming off an ECISolutions software and migrating to Acumatica. In the mapping of Customers there is a field called Account Ref which I believe links that customer to a GL Account. My question is what actually goes into that field? In ECISolutions there is a field called debnr that is listing the customer number back to the gbkmut table (main GL table).  Would it be better to link the Customer Class back to the GL Account(s) or continue using the cusotmer number? The final say of course would be for the Accounting Manager to make that decision.

5
kandybeatty49
Captain II
7 months ago
Jin Kim
Acumatica Moderator
Jin KimCRM Product Owner
posted in CRM

How can we improve sales metrics in CRM?

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

2
kandybeatty49
Captain II
7 months ago
L
Freshman I
lmayse38Freshman I
asked in CRM

Unable to add Vendor to AP Bill

The user is entering Bills and Adjustments, and when they use the lookup in the Vendor field, select the related Vendor, the ID populated the field momentarily, then disappears acting as if a Vendor hasn’t been inserted. What would cause this to happen?

8
aaghaei
Captain II
7 months ago
V
Jr Varsity III
vibindas
asked in CRM

An error occurred during processing of the field InventoryID for ARTran

Error is occurring when adding InventoryID to ARTran .Stack Trace:Error: An error occurred during processing of the field InventoryID: CS Error: Invalid mask specified in segment 5 for Sales Sub. from..PX.Objects.CS.PXMaskValueException: CS Error: Invalid mask specified in segment 5 for Sales Sub. from.   at PX.Objects.CS.PXDimensionMaskAttribute.MakeSub[Field](PXGraph graph, String mask, String[] allowedValues, Int32 DefaultValueIdx, Object[] sourceIDs)   at PX.Objects.AR.SubAccountMaskAttribute.MakeSub[Field](PXGraph graph, String mask, Object[] sources, Type[] fields)   at PX.Objects.AR.ARInvoiceEntry.ARTran_SubID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)   at PX.Data.PXCache.OnFieldDefaulting(String name, Object row, Object& newValue)   at PX.Data.PXCache`1.SetDefaultExt(Object data, String fieldName, Object value)   at PX.Objects.AR.ARInvoiceEntry.ARTran_InventoryID_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)   at PX.Data.PXFieldUpdated.Invoke(P

2
V
Jr Varsity III
7 months ago
P
Jr Varsity II
psoni1585Jr Varsity II
asked in CRM

Employee time card :- Customization to calculate time spent based on the local start time and local end time cutom field

Helloo,I’ve added 2 custom field as local start time and local time field in the employee time card detail tab, but don’t know how to add a calculation on the time spent field, which will be difference between start time and end time entered in these 2 custom fields.  Attached customization project of these custom fields. I would greatly appreciate any assistance in resolving this issue.Thanks. 

0
P
Jr Varsity II
7 months ago
S
Freshman I
shelsantillan96Freshman I
asked in CRM

Marketing>Task>Activities upon saving status remains open

Upon saving the created activity for a task, status remains open what could be the reason behind it. Would like to know your inputs, thank you.

6
S
Freshman I
7 months ago
D
Jr Varsity III
donnadeskins55Jr Varsity III
asked in CRM

Adding Outlook email that originates from an internal employee, to a case

Hi,I can’t find this topic on the community, but I have a customer that uses cases for both internal and customer issues.When an email comes into their outlook inbox from an external contact, they are able to add that email to an existing case using the outlook add in. But when an email hits their inbox from an internal employee, they are not able add that employee’s email to a case (even if they change the “Person” to a different name).Am I missing something?Thanks!

0
D
Jr Varsity III
7 months ago
S
Acumatica Moderator
StaceyReitz23
posted in CRM

Upcoming Event | CRM: Best Practices and Future Vision

When: April 26, 2023 at 10:00 AM PDTMarketing, sales, and support teams want (and need) optimized customer data, automated workflows, and reliable analytics, so they can learn about the expectations and requirements of potential and existing customers. Acumatica’s CRM software is designed to make this a reality.With Acumatica CRM you can rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience. Team members can also capture real-time marketing, sales, billing, finance, and customer data—all in one place. But those are just the basics.Attend this webinar to achieve practical insights and strategies for: Expertly feeding the sales funnel​.  Efficiently managing your sales pipeline. Improving customer retention and lifetime value.  Integrating CRM with external systems (such as Microsoft Teams).Register now to learn how you can leverage Acumatica’s CRM software to improve synergy between your marketing, sales, and support teams.

0
S
Acumatica Moderator
7 months ago
J
Freshman I
jparvezFreshman I
asked in CRM

Cant Convert a Sales Quote to SO

Dear Community, I cannot convert a sales quote to a Sales order. The convert option is grayed out. Sales Quote Status is approved Business account is extended as Customer Am i missing any steps? 

8
S
Semi-Pro III
7 months ago
S
Freshman I
SheilaO92Freshman I
asked in CRM

Warning message on deleting an opportunity

It doesn’t happen very often, but a few times users have hit the delete button at the top header of an opportunity when they were just trying to delete a detail line of the opportunity.  When this happens ,the opportunity is deleted along with all the tracked activities, quotes etc.  There is no message that says “Do you want to delete this opportunity?”.  It would be great if a warning or message could be added as a reminder to warn the user they are deleting the opportunity.  Or even to have a checkbox added to the preferences window where users could select to display warnings before deleting opportunities.

2
S
Freshman I
7 months ago
N
Freshman II
nawanjanahansamali50Freshman II
asked in CRM

Displaying Cases in Customer Portal

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.

2
S
Semi-Pro III
7 months ago
stacy16
Varsity I
stacy16Varsity I
asked in CRM

When converting a sales quote from the CRM to a sales order, branch is not correct

Good morning!When i convert a sales quote int he CRM to a sales order, it assigns the wrong branch. Is there a setting somewhere that i can manage this through? the sales quote in the CRM does not have the option to choose a branch so when it is converted i guess it just automatically defaults to our ABC branch? I feel like i am just missing a setting somewhere but i have looked and can not figure out where it would be. Any help is much appreciated :) Thanks in advance! 

5
stacy16
Varsity I
8 months ago

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