Discussions about CRM
Looking for some help/direction on adding the CRM function or tab to the service orders. We currently have it on the Opportunities but I do not have a way (that I know of) for tracking Marketing Campaign Success for service orders Thank you in advance!
We are having this error when opening ComboxBox for Substatus under default workflow for Cases.Initially we thought customization could be causing the issue, we have unpublished the customization but are having the same issue again. Error suggests the key value cannot be null, we have checked the values and can see a null value, but there is no option to delete it. Have looked on project.xml for deleting the null value , but unfortunately don’t see this null value.
Hi everyone,I’ve got a question about the coloring of a field. We’ve sent out e-mails with invoices to customers. The e-mail show up as processed in “All Emails” (CO409070) with no errors. So far so good.Now we have received some complaints that invoices have not been received. For each complaint we’ve checked the activities in the invoice (AR301000) and here the date is shown in red. I couldn’t find any information on what this means. Any help or pointing me in the right direction would be much appreciated!Thanks.
Is this a known issue? This happens in 23.101.I enter a configurable product in sales quote, configure it and say the rolled up price is $1,000. The rollup method is Children All.Then I manually override the unit price in the Quote line to $1,100.However, after converted to sales order, the Line Total amount (tab Total) becomes $1,200.It looks like system adds the difference between original price and the manual price into the sales Line Total price. No other charges added such as miscellaneous, freight, etc. Quote: Rolled up price:Converted to Sales Order: If I zero out the quantity (from tab DETAILS), it should put all values to zero however it does not.
Dear ALL,Please help us how to disable "OPEN" button after closing the Case.Acumatica Version: 2020 R1 Regards,NNT
Hi,I need to do some customizations in the Catalog form in the customer portal. Therefore, I need to view and go through the customization function which includes Customization functions like the following image. But that highlighted function is not available in Catalog form when I am logging as admin. And also, the highlighted function is not available in the Catalog form when I am logging in as an external portal user.Thank you.
in acumatica 2023 R1, report is taking longer than usual time to load, has anyone encountered similar issue ?
Hi All,I have a question about the CRM Module today.I am looking to calculate the Days between the Creation Date and Conversion Date as well as Qualification Date and Conversion Date.There does not seem to be any available Field that is relating to the Timestamp of when the Lead was converted into an Opportunity. When we look at Opportunities we have the Actual Close Date on the CRM Info Tab. Nothing similar can be found from my understanding can be found for Leads. Is that True?What workarounds are known?
Hello dear Acumatica community,we want to trigger automatic (email) notifications as soon as a responsible person has been assigned to a task.Currently I tried to solve this via the following business event (in German)Unfortunately, it is not possible to query the direct input screen for tasks (cr306020), nor the task overview screen (ep404000) for business events.Therefore I tried to find a solution via the general query "Tasks" (GI000024); namely this can be queried for business events. The problem with this query is that it does not trigger the business event in the default.After research in existing threads here in the community I found out that in the general query the conditions should be deleted to allow an error free triggering of the business event.But then the problem is that the query "Tasks" (GI000024) queries the activities in general. So if you remove the condition that only tasks should be displayed, then also mails, remarks, etc. will be displayed. So the First problem
Hi All,I added a new field as a list of value to “Leads” form. After published it, some errors were occurred. Although I published it again, same error was displayed.And also, same error was displayed when open another forms like these.
Hi,I need to add non stock item here. But there are stock items only available.
Unable to to action button Extend as vendor on the customer screen while using the import scenario, as the import scenario works only on one screen which is the customer screen in this case.
With the Screen Event we control the invitations to our web seminars. Once I send the invitation from the screen event (CR306030), the record is locked in the grid for editing (checkbox optional or the comment field). It is only possible to delete it. This is inconvenient if you want to note in the comment after the invitation that the participant will attend later, or maybe did not show up.I tried a few settings in the project editor, but I could not do the editing once the invitation status changed.Can someone help me?Thanks!
There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work?Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens.
Hi,Question 1: can we add additional ‘source tab' list from default list in OPPORTUNITIES > CRM INFO SOURCE SECTION. Possible to customise it or add additional into the names list that we are more familiar for our preference. Currently the default list there is: Organic Search Campaign Referral Other Web Phone Inquiry Purchased List e.g. We would like to change Purchased List into existing customer or web into website or other into events so that we have a more clear understanding of each OPPORTUNITIES comes from which activities that we are doing, Question 2: Also, sometimes appear that from one potential client appear to have 2 source that trigger them engage on the product and services that we provide. Can we add 2 source at once in one same OPPORTUNITIES.
Dear ALL,For example, I have the following situation:Step 1: I created a Attributes as below:AttributeID: FACODE Description: Fixed Asset Code Control Type: Selector Schema Object: PX.Objects.FA.FixedAsset Schema Field: AssetCDStep 2: I created Case Class with name INTERNAL using “FACODE” AttributeID Step 3: I created Case using “INTERNAL” Class ID. In the ATTRIBUTES TAB > Adding Attribute “Fixed Asset Code” > In the Value => I didn't see the selector ? Please help me How to use Attributes with "Selector" Control Type ? Note: Acumatica Verion: 2020 R1 Regards,NNT
We are beginning to use Marketing Campaigns to target & reach out to new customers. We are encountering two challenges:On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2. There is no Notes field on the ‘Members’ tab. We are wanting to use the listing of members and indicate a short note whether we reached out to them - but seems like the only option is to log an activity which adds to the Activities tab which doesn’t exactly get us what we are looking for.Anyone using this tool extensively?
Hi, would like to seek help if we can add a disqualified into the reason when creating? If not how to set as disqualifiedCan we add a disqualified into the reason when creating? If not how to set as disqualified Hello, I'd like to request assistance regarding if we could incorporation of a 'disqualified' status at ‘CRM INFO’ REASON SECTION. So far as default, there are only ‘created, converted from lead and qualified’. This is to do a track analysis on how many opportunities created are qualified, disqualified and converted. If this is not feasible, could you provide guidance on how to designate an entity as 'disqualified' in our existing system? Or a full flow on how this REASON SECTION is used for CRM analysis purpose.
Hi guys.I am looking for ideas on how to do the following:We have 3 different departments with their own structure in terms of sales quotes. How can I ensure notifications are sent to the correct people based on the amount? For example: Salesperson–Head of Sales- Sales Direcetor – Head of DepartmentAny quote greater than 150 000.00 Head of Sales should receive notification of quoteAny quote greater than 500 000.00 Sales Direcetor should receive notification of quoteAny quote greater than 2 500 000.00 Head of Department should receive notification of quote Please note that this is not for approvals but rather for notifications.
In our existing Cases screen (CR306000) there are three attribute options. How do I remove and/or add one to this screen in 22R2?
Is SendGrid integration with Acumatica Bi-directional. i.e. if we have a Marketing Campaign called “New Year Campaign” in Acumatica and if we send campaign emails from within SendGrid, will Activities under the Campaign in Acumatica get automatically updated with emails sent from SendGrid?
Getting the below error when trying to set value for a custom field. I can see the ContractID is in the cache.All these steps are happening within a transaction scope , so values are yet to be saved to the DB , but are available in the cache.Stack Trace : Error: [UsrMAKLContractID] 'XXXXXX' cannot be found in the system. at PX.Data.PXSelectorAttribute.throwNoItem(String[] restricted, Boolean external, Object value) at PX.Data.PXSelectorAttribute.Verify(PXCache sender, PXFieldVerifyingEventArgs e, Object& item) at PX.Data.PXSelectorAttribute.FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e) at PX.Data.PXCache.OnFieldVerifying(String name, Object row, Object& newValue, Boolean externalCall) at PX.Data.PXCache`1.SetValueExt(Object data, String fieldName, Object value) at PX.Objects.CR.MAKLQuoteMaintExt.ConvertNewSaleQuote(CRQuote quote) at PX.Objects.CR.MAKLQuoteMaintExt.<>c__DisplayClass127_0.<ConvertToContract>b__0() at PX.Data.PXLongOperatio
Multiple users have brought this to my attention after upgrading to 2022 R2 release. They do all of their email out of Acumatica and use the Discard Changes and Close button and that seems to be missing. Any way to get that button back? It seems in the new release of 2022 R2, when you open an email activity, it opens a duplicate tab, and the Discard Changes and Close button is gone now. Now you have to close the tab and go back to the previous All Emails tab at the top. We used to have the Discard icon.I looked but did not see any changes for this in any of the User Guides.
Greetings community,We are looking for folks that are willing to spare an hour of your time to participate in a feedback session, specifically regarding creating and managing activities within an opportunity and/or contacts. If you work within the sales module of CRM daily and love or hate the way you manage and create activities, we want to hear from you! Please reach out to me here with a private message and I will schedule some time with you.Cheers!Jin KimCRM Product Owner
Hello,My client is using the CRM in many phases of their process. I need to be able to limit which types of activities a certain user can see. For example, they can see emails but they can’t see notes. The reason is that they attach notes realted to the funding of the project and they don’t want that information know to all users.If I could limit the activities a user can see by filtering out the “Internal” activities, that would be enough.Any ideas?
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