Discussions about CRM
After upgraded to 23.110.0025 from 22R1, we have noticed that there is change when creating email activity from case (CR306000). In previous version, the default subject line would be "[Case #((Case.CaseCD))] (Case.Subject), now is “Summary:1”.We do have a lot of email templates associated with CR306000, but it looks like there is no default template associate with case email anymore, what is the reason behind this and is there a fix?Also, when replying to customer email, “Select template” action is now putting template content to bottom of the email, which is incorrect!
Completed Test of CRM-1,2,3 and not showing, while I have completed the 3 Test of Module -C100 Customer Relationship Management (CRM) 2023 R2.My User id is Arun.4.sharma@coforge.com Plz check and update me.
Hoping someone can assist. I have created a business event to send Shipment Confirmations once the Status of the shipment has been triggered from Open to Confirmed. The Business Event is working as there is a history of them firing, but the emails are not being sent: this is the Email Notification Template: Ive read other questions on here and the answer has been in the To: Field.. but I need to send it to the overridden Shipping Contact Email and there is no options for that: “If anyone can help me that would be much appreciated.CheersLara
We have created Automation schedule for business events and that business events contains few reports and GI that will triggered to respective email every 1st of the month but it is not working after upgradation to 23R1.Schedule created and it processed. But event is not triggering to respective email it state that:
I followed this tutorial to set up automatically closing a case on pending customer status after 10 days. Implement Business Event 3: Trigger by Schedule with Record Changehttps://www.acumatica.com/blog/technical-tuesday-use-business-events-acumatica-automate-processes/ However I noticed the Automation Steps is no longer supported for the Cases screen. Is this tutorial still relevant? Are there any workarounds?This screenshot is from the article This is the warning I’m seeing on 2023R1 Thank you!
I am looking for a step-by-step guide on importing leads. Does anyone have a guide? I have never done an import scenario.
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.
Row level security settings can be configured to limit access by user to certain email accounts for sending messages, but do these settings also apply to viewing Incoming and Sent message on those same accounts? Or is there another way to configure this security setting?Thanks in advance!
In 23R1 (Build 23.108.0020 ) I’m noticing that whenever I use the Create Opportunity action from the Business Account screen, the new opportunity wont bring the Bussiness Account specified currency.Is it just me? or this is a missing detail in this version.Thanks!!
Hello,We are running the Salesforce Sync, but suddenly the real time sync has stopped working for BAccounts.I have made sure it’s set to “running” for BAccounts. I have also tried stopping it, and running the “full and failed/missed data” syncs. When I edit or insert a record on Salesforce, I can see the record under the “Salesforce Sync State” screen, with the Status “Modified Externally” and the Operation “Update” and the attempt counter is ZERO!! We need this fixed asap for orders to work right.
I’ve been asked to identify business accounts where the ‘owner’ field contains an employee that is no longer active. I can’t figure out how to do this...I assume it’s possible?
I’m just starting to explore Marketing activities in Acumatica and I’m stumbling right out of the box.I want to create a dynamic marketing list, but my underlying generic inquiry is not available as a selection for my marketing list.I’m sure I’m missing something basic, but I’m stumped.This is my generic inquiry setup (I’ve tried it with the workspace fields both filled in and blank):But it’s not listed as a selection on my marketing list: What am I missing??
i haven’t dove to deep into this but i wanted to see if anyone else has added the Events to “Related Entity”? when you are in any activity type events isn’t an option for the related entity.
Do you have the ability to log email to Acumatica ERP without CRM installed?
Has anyone every done anything around the Text/Notes that default on an Activity. Request is that when they price a certain Type there could be some default Text populated so the user just completes it.
Hi All,We are having a weird issue while navigating to a screen from GI. The navigation from the GI to the Customs screen is only working for the admin role, for all other roles it shows up the below page. Under Access By Screen, Access By Role and Access By User we have set Delete access, but still page doesn’t show up.
I have created a marketing campaign, which has leads and members applied to it. I then created a mass email for that campaign and it sent the email as expected.If I create a new mass email for the same campaign the program then does not allow me to send the new email to same members.If I add new members to the campaign then create a new mass email, the program emails only the new members.Any ideas why the program does this or best way to resolve without having to create a new campaign.
In opportunity, Create Email, the popup appears but there is no default template. Where does this get set up? I have an email template linked to screen CR30400. Please advise.
Hello community,we have an issue with the syncing of calendar entries. Some calendar entries are created multiple (sometimes a thousand) times in Acumatica/Haufe X360. Unfortunately, the system also doesn’t allow to delete this entry.Thank you so much in advance for any tips :)
What module do we need to get so that we can use the customer portal??
Hello there, Is it possible to attach a PDF to mass emails in Acumatica? We normally send flyers to our customers at the beginning of each month and I was wondering if I can accomplish that in Acumatica. I couldn’t find anywhere within the Mass Emails screen where I can upload a file to attach to the email. Thanks for the support!
Is it normal that the system dont put Won in an opportuynuity which is transfered into a project? Thanks
Greetings community!We are looking for some community volunteers, current customers who are actively utilizing Opportunities and/or Cases within the CRM module. Anomaly detection will look across a specific set of data points within a General Inquiry and identify outliers. We are looking to obtain feedback on GIs that bring the most value to our customers. We just need 15-30 minutes of your time.Please contact me at via private message and I will reach out to you.Cheers,Jin
Hi All,This is our existing implementation that used work in 2019 version, basically the below piece of code removes an Ext Dac at runtime from the sorted list. We are planning to use the same implementation in 2022 R1 version, only change here is ActivateOnApplicationStart is obsolete in Autofac.For some reason the implementation is not working anymore, any thoughts on how this can be achieved or any better suggestions to implement the same?namespace MyLib{ public class ServiceRegistration : Module { protected override void Load(ContainerBuilder builder) {builder.ActivateOnApplicationStart<ExtensionSorting>(); // 2019 version /*builder.RegisterType(typeof(ExtensionSorting)) 2022 r1 .PreserveExistingDefaults() .InstancePerDependency();*/ } private class ExtensionSorting { private List<Type> mySort(List<Type> list) { if (list.Contains(typeof(CRCaseExt))) { list.Remove(typeof(CRCaseExt)); } list.Sort((t1, t2) =
Hi All, As per the guideline, I already did the 1st step. Please could I know that how can I do the 2nd step as per the guide. I already give the access for the relevant user also. Thank You
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