CRM

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.    

Up until this morning, I was able to add user-defined fields to the opportunities screen without any issues but when I try to add a UDF to the screen, I get an error stating ‘Index was outside the bounds of the array’. I will post a screenshot of the stack trace.Any advice would be appreciated!

I am trying to set up a connection between Acumatica and Send Grid, and while the outbound process works perfectly, Send Grid is not sending the information back to Acumatica. The email is being logged as open, but Acumatica isn’t receiving that information back. Is there some step or mistake I’ve made?What SendGrid Sees What Acumatica sees 

I’m trying to use Acumatica’s integration with SendGrid to get record of when a email is open. The email is being sent fine and logged in SendGrid, which then sends the read receipt back to the webhook which receives it. However, the information never leaves the WebHook, despite the Email and WebHook being linked.SendGrid’s RecordsWebhook receiving the Response from SendGridEmail Activity does not have this recordThe Email Account linked to the Webhook 

Dear ALL,For example, I have the following situation:Step 1: I created a  Attributes as below:AttributeID: FACODE Description: Fixed Asset Code Control Type: Selector Schema Object: PX.Objects.FA.FixedAsset Schema Field: AssetCDStep 2: I created Case Class with name INTERNAL using “FACODE” AttributeID  Step 3: I created Case using “INTERNAL” Class ID. In the ATTRIBUTES TAB > Adding Attribute “Fixed Asset Code” > In the Value => I didn't see the selector ? Please help me How to use Attributes with "Selector" Control Type ? Note: Acumatica Verion: 2020 R1 Regards,NNT     

Hello - I have see topics discussing the outlook plugin being blank, but the resolutions have not helped. My plugin used to work and now does not. I have removed the add-in, reinstalled it. Closed, opened, restarted. I have one other person where this is the case as well. Most others seem to work fine. Any thoughts?   

Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade.While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2.Above screenshot are sample to explain the issue