CRM

We need to limit a user to just CRM.  We do not want the user to get anywhere else in Acumatica.  Is this possible? 

Hi! I am trying to automatically assign task ID to tasks that are created from closed opportunities. Is there a way to assign task ID to these tasks if they don’t associate to any projects? I know Task ID are usually the identifier of the project task, and it can be defined by the PROTAST segmented key on the Segmented Key Screen. Is there another way to create these ID so they are not just project task because they don’t relate to any projects? 

Hello,A customer would like to automate the creation of the SO order from the Quote. I was hoping to do this through an import scenario, but ran into the challenge of not being able to find the “create and review” dialog answer and also the manual save once passed the dialog box.Anybody have a solution for this (Automating the creation of SOs from the Sale Quote)? It does not look like there is a create order processing screen.  

Looking for guidance on How To - Programmatically identify what is a potential match/duplicate for customers and accounts (Michael Smith/Mike Smith or Maitland Rd, Maitland Road)Same address but Name at address created for Nick name and full name Same address -Look for close spellings already in the records, Krehling and Krehiling  Same address and Same name but spaces added: (D & J Locksmithing, D&J Locksmithing) Same address and Same name but corporate designations like LLC or Inc added. The Shanahan Group, The Shanahan Group LLC Same address and same name with a middle initial (Terrence P. Riordan and Terrence Riordan) Same account name but address abbreviation different (91 Kansas Street vs 91 Kansas St)

Good day,So far one user has been experiencing the below error when log activity to an Opportunity.  It logs the activity but it causes confusion and additional work to valid the activity is logged.Has anyone else experienced this issue or no the cause and rectify it.Thank you.Evan  

Hello!I know Cases in Acumatica are support cases or tickets that help track customer requests, but can it also be used for internally? For example, when we close an opportunity, I want to be able to create a case/ticket internally from this opportunity to track next steps. And then close it once the work is completed. Can Cases do this or is there something similar that Acumatica offers? Thanks!

Hello,  We use Acumatica to send the emails and SendGrid to design and track. The issue we have is that the unsubscribe feature doesn’t seem to work when the template is imported into Acumatica. Is there a way to fix this issue in either SendGrid or Acumatica? 

Our customer uses the SendGrid plugin for marketing purposes. When a user creates a new Email Activity from a record using the SendGrid email account, there is an option to “Bypass Suppression Checks”. That option allows emails to be sent to email addresses that are on the SendGrid Suppression list which is useful for certain communications. However, that option is not available when creating a Mass Email. Is there any way to include that option for Mass Emails?This is the Email Activity showing the option: 

In Haufe X360, when I apply a discount to an item (inventory item), a discount is automatically applied to the freight as well (on the receipt). How and where can I disable this?

Hi, how to i create an article on the portal?Tried creating a wiki but can’t seem to add new article 

When we look at our projects under cost budget under actuals it shows 0 for labor hours. Why is it not showing our actual hours? 

When I extend business account into a customer, it adopts the numbering sequence of business account, instead of the next customer ID in sequence.  Is there a way to address this? 

We are attempting us better use Acuamtica CRM.  We have come across two issues when we send an email from Acumatica CRM to a customer. First, when the cutomer replies to these CRM emails, the replies are not being sent to the saleperson that sent the emails.  Instead, the reply email returns to the email address it was sent from (in our case “sales@alaskapulltabs.com).  So the salesperson never knows his customer replied to his email.  How to we address this issue? NOTE: we were told we should not set up “sending” emails for each salesperson, but instead use just a “sales” email. Second, the reply email is not being recorded in the customers profile “activities” tab.  How do we fix this issue? 

Our client is using CRM for quoting and then they convert to a Sales order.  Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document. I am able to link to the BAccount but not the specific sales order number, using the CRRelations 

Good day,We are having strange issue with Quote that are approved, and the Covert to Order is used but it does not update the status to “Converted”.Here is the Salesperson processed provided for the screenshot.  Is there certain workflow?  Related to Opportunity.Step 1 - Opportunity Closed at Won.Step 2 - Open Quote and then Convert to Order (Saved)Quote is still in Approved status.  Does not change to converted.I did notice it was known issue in prior versions and build but we are on 2023 R2.Below shows that there is still something amiss.  Right now the salesperson has to go back and manually change the quote to Mark as Converted.Anyone have some suggests. Thank yiou.Evan  

When I update the quantity of the top row. I’m updating all rows as well. I’m calling the RequestRefresh but its not refreshing. I know the quantities are being updated because when I refresh manually  they show. Interestingly, I’m doing the same in my Sales Order grid but its refreshing fine. What am I missing here ? How do I properly refresh the quote grid ?  Here’s the snippet of my code :    private bool updatingqty = false;    protected void CROpportunityProducts_Quantity_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)    {      var row = (CROpportunityProducts)e.Row;      if (row == null || updatingqty) return;      updatingqty = true;      foreach (CROpportunityProducts component in Base.Products.Select().RowCast<CROpportunityProducts>().Where(s =&gt

Good day,I am trying to get the Create PQ panel to unlock and allow the user to select add item detail on the PQ and uncheck the set as Primary.I can seem to find a solution.  Any suggestion to activate the panel. Thank yoiu.Evan 

Scenario:An internal user (employee within Acumatica) receives an email from the Acumatica system email with an external email address. The internal user (employee) removes the external email addresses and replies to the system email. If the “Route Employee Emails” is enabled and Acumatica has the employee’s emails, the system (RouterEmailProcessor) will route the email to the external email address. Problem:Internal communications can get exposed to external users without the knowledge of the employee who replied to the email.  Solution:Turn off Route Empl

When creating a new contact for an existing customer the phone type is coming up blank. Has anyone else experienced this and know of a fix? Please see screenshots. When clicking on the + to create a new contact under the customer the phone number types come up blank. If you click on the dropdown, the types show up. However, once you select, the field is still blank. When we click create and review, the selected type populates in the record. We are in 23R2 and don’t have any customizations to this screen. When clicking on the + to create a new contact under the customer the phone number types come up blank.If you click on the dropdown, the types show up.

Do we have any idea to when will active directory be able to support outlook ad in for CRM functionality.

We are using an email template to reply to emails.In Support>Cases we locate the Case ID, go to Activities, open the email, click on REPLY ALL, SELECT TEMPLATE, Choose the template we want and click SELECT. The email template content is at the bottom of the email we are replying to instead of the top. Since upgrading to 2022 R2 there is a new option to Replace Email Contents when you apply the Template.  That wipes out the entire email which we do not want to do.What we end up doing, is copying and cutting from the bottom of the email and pasting to the top.I’ve reviewed settings for the Email Templates and don’t see anything new. Any thoughts?    

Is anyone familiar with the process of the emails routing to the entity owner when utilizing incoming email processing? We have been using this feature for a while, but still continue to struggle with customers not receiving responses we send and being able to confirm whether or not our response actually made it to the customer. For example, this is how I see it working:I, the user, send an order confirmation to a customer from system account in Acumatica Customer replies to system account system account sends an email to my work email that is found on my employee user (I have it marked to route emails) I respond to system account in outlook system account apparently sends the reply to the associated contacts involved. But, in Acumatica under all emails, all you can see is my response to the system account and then the system account sending my reply message to my email address found under my employee account.I find this q

Business task - CR Quotes (from Opportunities) are emailed to the prospective customer. The quote is attached as a pdf. After a month, we wanted to send a follow-up email to see if there are any questions or if the quote is “dead”.Setup - We created an email template for the follow-up which includes the new verbiage as well as the original email verbiage. (Did this so that the new verbiage is at the top of the email rather than the bottom - a known issue in Acumatica.)Process - The original quote email is opened, select “Forward” (so that the pdf is still attached), select the follow-up email template and click the “Replace Email Contents” box and hit Select.Problem - The follow-up email is sometimes created, but more often it does not populate. There are no exceptions noted in the trace.We can’t figure out why the template isn’t working or another way to send the follow-up which includes the pdf.Below is the template we are using.

Hi,I have an issue which is when an opportunity is converted to a sales quote it does not create the total in the summery area. Once an amount is entered to the freight (Value or Zero) the total showing up. Any possible reasons? Thanks,Dulanjana

anyone know to set this up?