Discussions about CRM
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I’ve been asked to identify business accounts where the ‘owner’ field contains an employee that is no longer active.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
We have Customer View Standard Acumatica Dashboard in Acumatica, One of my customers reported the dashboard is not visible and throwing an error ' The given key was not present in the dictionary”Troubleshootsteps performed. Imported standard customer view Dashboard in Local instance the error remains the same. Uploaded each GI in the local instance, the error remains the same. Customer Management Featured present in the system. Access rights verified. Unpublished all packages and verified still getting the same error The given key was not in the dictionary.
Hi Team,We are getting the below error when an update is done on CROpportunity table.“Incorrect datetime value: '4095-15-255 255:63:63.1048575' for column 'Tstamp' at row 1”Column tststamp on the table is defined as`tstamp` timestamp(6) NOT NULL DEFAULT CURRENT_TIMESTAMP(6) ON UPDATE CURRENT_TIMESTAMP(6), from my understanding this means if there is no explicit value defined for tststamp, if any update happens the value for tstamp column should be set to current timestamp. Not sure how this invalid value is getting set.
Have a customer that creates large orders and they were excited to see/use the clipboard on the CRM quote to copy similar orders between opportunities. Here is the original quote.Copied quote And here is the pasted quotePasted quote In this case to keep it simple, I did both of these quotes on the same opportunity, but they want to copy from one quote to another with different customers and opportunities, which is why the Copy Quote from the action menu won’t work for them. Anyone know why Acumatica would change all the quantities when copying using the clipboard?
Hello,I’m using the Salesforce Sync Provider and running into an issue with Person Accounts. Because they don’t have the Account Name field, but instead have Last Name as a requirement, when these records sync to Acumatica, they fail to sync any changes back up to Salesforce because this error. Has anyone who has used the Salesforce Sync had/solved this problem? I was thinking setting up some If’s in the export scenario with a boolean would work but I did not have any luck with that.
If I want to create Workgroups in Acumatica, which is the suitable screen to achieve this?
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