Discussions about CRM
I’ve been trying to find actual work instructions on how to create a Parent/ child accounts. Ex: One builder/ Multiple job location sites (fireplace installations). Each location gets billed out with its own unique sales order, but the billing will go to the Parent (main builder) Please help if you can. thank you !!
Wondering if anyone has found a way to import Google Ads Lead Form submissions (presumably using Webhooks) to import leads generated by the Google Ads Lead Form into Acumatica CRM Marketing Leads? If so, any guidance on how you did it?
Hi, Kindly help on the following concerns. Salesforce integration function is available only with the Acumatica CRM ?Salesforce Integration can be added seperately to the license?How to add salesforce integration to the licenese? Thanks Prasad
Hi,Do I have activate CRM module in order to activate salesforce integration or is there any other licenses I need to activate for salesforce integration.Please advise.Thank you
Hi,If Salesforce integration not available under enable / disabled from what steps should I follow in order to bring it in to that form. please advise. RegardsVenuka Kaushalya
Introduction:With Acumatica, you can set up email accounts across the platform. Acumatica uses the email system to communicate with customers in the Acumatica CRM or to send a copy of a document. When using the Acumatica Cases system, you can have an incoming email create a new case.Acumatica can append a tag to the suffix of an email’s subject to keep track of incoming emails and connect the email to the proper entity. This tag is then parsed on incoming emails to relate the email to the originating email or entity. Acumatica’s default setting for email subject tag. Scenario:Suppose your company has an accounts receivable email address, “AR@yourcompany.com.” You set up Acumatica to use AR@yourcompany.com to send out invoices automatically with Automation Schedules. You also set up that all incoming emails to AR@yourcompany.com should create a new CRM Case for the AR Department to handle. Problem:Acumatica connects emails to their source email or entity with the help of an appended su
Hi,I need to connect Acumatica with Sales force. Would you please advice me with the steps or link where I can get an idea about these steps and cost. Thank youVenuka
Hello,we have the salesforce sync setup on our Live(cloud) and a Sandbox(self hosted) and suddenly this morning both sites are giving us an error on the real time sync. None of the entities will “Start” on the Salesforce Sync page, and I see this error in trace:“Failed to connect Salesforce Bayeux client”These are connected to different salesforce sites, so I don't think it’s on the Salesforce end.could something have broken on the Acumatica server side?
We have a number of user-defined fields on our Cases screen that also reside on our Business Accounts screen. When a new case is created, we want those Case UDF’s to default to the UDF value set on the Business Account.What’s the best way to accomplish this? Code? Workflow customization? Business Event?
Has anyone found a way to modify the default template used when creating an email from a Case? Something is automatically populating the subject line and To address, but would it require customization to change or is it something we can change easily?
We have a complex problem that I’m looking for creative solutions for. We have many serialized items and many of those are part of kits. But kit or no kit, it appears that you cannot have a quantity >1 on a Sales Order if the item is serialized as there is only one Serial# field for that row. So I kind of understand why, but for an end user to sell 50 items, they have to enter that item 50 times in the sales order. That is grossly inefficient. It is also not customer friendly as we assume it will also show 50 rows on the invoice to the customer instead of just Qty 50.Add in the kit issue (and yes, we do have Kit Exploder from BizTech) and it makes it an even bigger problem for us. I find it hard to believe we are the only company with this scenario/issue so just hoping to brainstorm some possible solutions or even work-arounds. Thanks!!
Hi,Could I know that what are the regions which available the facility of online making payements by using “Bills” module in Customer Self Service Portal. Thank you
I am trying to add quoteNbr to my Opportunities screen. I made it to where you can see the column for quoteNbr but nothing populates. What am I missing on my generic inquiry to pull that over???
I have some attributes that I have set up and added to a particular Contact Class. Of the 5 attributes on that Contact Class I want to make it so that three of them are read only for my Support Representatives. I am struggling to find the field level attribute location that will allow me to set it to read only. I noticed in a previous post related to attributes in Item Classes that the Item Class had an attribute section and I can find a similar thing the access tree for Contact Class but I can’t find a listing of the specific attribute that I want to set the permission level on. Any help on this query would be greatly appreciated.
We are transitioning to using Outlook PWA and have found the Acumatica Add-In won’t load. We’ve been using it from the desktop app but when we convert a user to PWA it doesn’t show up. We tried delring and reinstalling it, we also tried loading it from the admin portal and still nothing. Has anyone encountered this issue and found a way to resolve it?
Is it possible? to create a signup.aspx (signup page) file for a self-service portal in Acumatica. like this one https://portal.acumatica.com/Frames/Signup.aspx
We generate our PDF proposals outside of Acumatica. We are looking to send a reminder email with either an attached PDF or link to a web hosted PDF via Acumatica’s business events. We know how to perform all of the automation but because the PDF is not generated by Acumatica we can’t seem to figure out how to tell Acumatica to attach it. The other option we’ve looked as is using a weblink however that (from what I understand) cannot be automated.
Hello Community,Is it possible to integrate a third party control as an Acumatica control?
Hello,I can’t figure out how to populate this field through an import scenario. I’m trying to automate the closure of opportunities (Action: Close as won), but I won’t be able to do that until I can map to this field.any help?
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.
It appears the quote screen within opportunities is not the same as it lives within the CRM. When we quote a customer we also quote freight. How do we do this within opportunities/quotes?
Hello, We have some duplicated Customer accounts from our Shopify and Salesforce integrations. I activated the Duplicate Management with the hope I could merge these, but upon trying to merge two accounts, the MERGE button is greyed out, and I see an error:“The duplicate business accounts cannot be merged because they have the Customer type.”Is there anyway to merge Customer accounts?
We have a scenario where the same person works for 2 separate companies. Hence, we have 2 contacts. The system flags this as a possible duplicate as it should.We click on the Mark for Validation action on the Contact Record but the warning symbol just appears next to the Possible Duplicates field.Can anyone provide insight into why this fails to marked Validated?
Recently we start to have this error for incoming emails, not often, but couples a week. The email actually were processed into case activity and created records with cancelled status, and email itself are with failed status and won’t get re-processed Version: 23R1 110.0025
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