CRM

Does the Outlook plugin work in the new version of Outlook?

Does anyone have a process in Acumatica to inactivate their vendors in the database that are no longer being used?  

We use cases and tasks to manage our customer requests. We have two classes, support and project.  For support cases we have an SLA of 2 days to solve the case.  Project cases have work tasks associated.  Do others use this module this way and if so, how do you properly report on SLA’s, open and close times, time to complete?  Do you have any dashboards that are native to Acumatica that you use?

We seem to have many States (State-CountryStates) within Countries (country-CountryID) that are setup incorrectly over the 7 years we’ve been on Acumatica/Merged in Data and this is causing issues now that we are using an External Tax Provider.How do we get a request in for Acumatica to develop the ability to have an Active checkbox on these states so that we can deactivate them when they’re incorrect?The best I can come up with right now, is marking them do no use because without being able to update all records where they’re referenced which are now complete/locked records via SQL I can’t remove them as they’re referenced in a record.“State (IN, MUMBAI) cannot be deleted because it is referenced in the following record: Address (105882).” Tagging some of my favorite people in case they can point me in the right direction ;) ​@Doug Johnson ​@Laura02    

I was often asked by customers for an easy way to have an opportunity journey that reflects how it has progressed over time.By using some custom fields, notes and business events, I’ve managed to give them a friendlier version rather that checking the audits.Here’s an image that shows the results:Basically it shows changes on some selected status fields for the opportunity, the person who made them and the time stamp. Also, I added a optional icon that highlights the relevance of the change.This allows the user to get a good idea of how things have progressed in a way that’s easy to undesstand.If anyone is interested in implementing something like this, please let me know so that I can expand on this note.

Acumatica standard behavior sets the Sales Order owner to the user who converts a quote to an order.  I’m unable to find a way to set it instead to the Sales Quote owner.  I looked in Customer Management and Sales Order Preferences, and in Order Types.  And there’s no ability to configure and use an assignment map for Sales Orders.  Can this only be done via a customization?

The customers are greyed out on the mobile app. staff want to add activities against the customer. at the moment we can only do this against the contact or lead

What is the best way to have the system apply a particular set of prices to an opportunity based on the class or attribute of the lead or opportunity ?It seems to bring in the base price of the item until the opportunity is linked to a Business account and after linking the business account to a price class.It seems a long way around. Thanks James 

Hello, We are changing our internal Business Account Classes and have been told by Acumatica we cannot delete or mark a Business Account Class as inactive, even when all records have been updated to a different class.  This feature would be beneficial, as I have slim options to prevent users from using the class we are attempting to remove.  This option is available for Customer Classes, but not Business Account Classes. 

Hi everyone,I’ve just configured the Teams integration with Acumatica and have been experimenting with how we can utilize the integration. One idea we’ve had is to use a business event to send a Teams message to a specific member when a support case is opened, with some relevant details.I have been able to send messages to a channel, but we’d rather have a message sent to an individual Teams member in their chat. I thought I’d be able to add a subscriber to the business event using the Action Execution type with the Teams Activity screen (CR306040) as the Action Screen, however I receive the error: “Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field ActionScreenID: Screen 'CR306040' is not an inquiry screen..”Is there a better way to go about sending Teams chat messages than using the Teams Activity?Thank you!

Hello Community,I have set this Override Prepayment to revoked for a sales role; however, when I log into a user who only has this sales role, I am still able to override the prepayment. Does anyone have any additional suggestions on how to get this to work? I do not want this role to be able to hit this override prepayments.  Thanks!

Hi,A client has recently requested that the Source field in the Contacts screen (first image below) be made mandatory as they are wanting to do some reporting on this field. However, now that it is a required field, users can no longer create a contact via the Business Accounts screen as the dialog box doesn’t have a Source field option for them to fill out. They receive the error shown in the third image below when trying to create a new contact via this method.For now, I have told them to create contacts in the Contacts screen and assign the relevant Business Account, but they would like to still be able to add contacts in the Business Accounts screen.Is there a way to add the Source field to this dialog box and ensure the Create Contact process still works as expected? I had a look in the customisation project and I can only choose a small number of fields, as shown in the second image below.Let me know if I can provide any extra information.Kind regards,Andrew  

How hard is it to get to seeing the history of a field once the auditing is turned on. I am having trouble finding info on this.

In the Teams Members SM305030 screen, there are several users that have an error stating “Duplicate contacts have been found in Acumatica ERP.”  It’s unclear how to resolve this.  Anyone else run into this?

Hello,Trying to come up with an easy way to see all activities created under Leads, Opportunities, and Business Accounts. When an activity is created the user enters a Summary, but then also types up details in a separate box. Does Acumatica allow for these details to be put into an Audit? I put a picture to show the spot I am looking for. I am trying to save clicking around to read every report all my salesmen enter daily.  Best regards, Aaron Abner  

I’m trying to create a generic inquiry for all related activities in my leads but only the work items shows. I’ve tried to use the Activities module but only my activities for both “all activities” and “my activities” shows. 

I'm getting a primary key violation on the CRCaseCommitments table in 24R2 when adding Activity. Has anyone experience this?

We have a prospective customer who wants to know more details about the integration of Acumatica and Outlook.Currently they use Monday, and are considering Acumatica CRM. They want to know if Acumatica can automatically detect email addresses from emails in Outlook, and add those emails as activities in Leads etc. In essence they don't want to be sending emails from within Acumatica, and they don't want to have to use the Outlook add in button to manually add the emails. It has to be done automatically based on the email addresses.I've looked over the documentation but I can't find out how to do this, does anyone know, or has anyone done this before? 

Hi! I created a field in customization project for the Task screen. How can I set decimal for this field to two decimals, so it looks like this: 4,000.00? 

Hello ,is it possible to configure the body of the ticket? create a template for the text body?- Context- Problem encountered- Diagnosis- Corrective action plan- Improvement action plan Thank you in advance.

Been asked for this a few times the ability to control which Case Classes a user can select when creating/editing a Case and also prevent them from seeing Cases with the Case Classes they cannot use. (can be done in a GI but the Go to Next/Previous record bypasses this).Can be done by a customisation.

Hello everyone,I’m exploring the idea of integrating ChatGPT with Acumatica to streamline workflows and enhance system interactions. For example, I want to enable employees to interact with a chatbot for tasks like uploading vendor invoices pics. The goal is for the chatbot to process these invoices and update item details in Acumatica automatically.I’d like to know:Has anyone implemented a similar integration? What APIs or tools would you recommend to facilitate this connection between ChatGPT and Acumatica? Are there any best practices or challenges I should be aware of?Looking forward to your insights!

Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.

We are learning the CRM Module.  We are trying to find a Mail Merge function in CRM Leads.  Does this CRM Module have a Mail Merge funciton for sending letters?

Hi, I am trying to update custom fields within the Leads aspect of acumatica.  My payload works fine for the fields listed, plus I am able to update notes.  My issue comes with trying to update multiple custom fields.  Whenever I can successfully submit my jSon, only one of the fields updates.  This is what I have:'"custom":{"Lead": {"AttributeFOLLOWDT": {"type": "CustomStringField","value": "12-10-2024"}},"Lead": {"AttributeWRSOURCE": {"type": "CustomStringField","value": "Andersen" }}},'