CRM

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 

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.However, once you select, the field is still blank.When we click create and review, the selected type populates in the record. 

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 quite strange because there is no way for me to confirm it has re

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.Any help or suggestions would be appreciated. Thanks!

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? 

In 23R2 is it possible to restrict user access to lead, opps and BAs using sales territories? My exploration suggests not, but I wanted to ask on the community in case I have missed something obvious.

Has anyone had any success using a Business Event to attach a Sales Order to the Relationships tab on an Opportunity in 24R1?  I have tried with an import scenario with no success.  I get this error in the Business Event history: 0 records of 1 have been processed. The last error was 'TargetNoteID' cannot be empty.  I’m not sure what is expecting the ‘TargetNoteID’.  Any help would be appreciated.  Thanks!

When I select Print Quote and then SEND, the Sales Quote email template no longer appears for me. When I login as any of our other Users, it works properly. 

Hello,I am having an issue trying to find where in the access rights I can allow a role to create activities & tasks on a Lead record. The users can create and view tasks from the task screen as well as relate the task to a lead. But on the lead page, the activity buttons are grayed out. I have a sandbox environment where the same users with the same roles are able to create activities on lead records. I cannot find the difference between the two environments. Thanks for the help,Tyler  

Hi , One of our clients wants to integrate Acumatica with Sales Force, could you please help me with the steps to follow to sync both

Hi All, We recently upgraded to 2022r1 version. In the incoming email GI CO4090PL, we can see the Owner field being set dynamically to the Owner of the respective Workgroup. Is there any setting that controls this dynamic allocation? We don’t want the dynamic allocation to happen.Regards,Vibin

We have set up email templates for each of our sales team members.  So the salesperson creates emails to customers he / she starts in the CRM module and the customer can see by the signature block in the email template who send the email.  We have a new salesperson and I cannot find where in Acumatica we set these up.  Can someone direct me to where in Acumatica I set up email templates for a user?

I want to forcefully input Data in UpperCase Only

Morning All, How do I change the Welcome to Acumatica behavior. I need that the system must send the password to the new user. It is now sending it as per below. Contact your system administrator for password.thxDries

We send out a survey to our customers when a case has been closed and currently, the survey is sent every time the case is closed. So if someone reopens a case then we close the case again it sends them a second survey. To try and get this to happen only once we tried creating a custom field checkbox called do not send survey but we want this field to be checked by a business event once the case is closed. I tried setting up this business event but wasn’t sure how to get the field to auto-check as we want this to happen on record change and the import scenario is not available on that type of event. Any help would be greatly appreciated. 

Is there a way to set a condition in Acumatica’s GI editor that will filter down to only unique results for a given field? in this case I have a report I created that pulls contacts with specific fields filled out and one of the fields in the results is the “Full Name” or Account Name; I would like to only have one result per Account name.I am doing this to try to parse out some KPI Data for management, they want to get the number of accounts that each sales rep has at least 1 Contractable Ingredient with out of a list of their total accounts in their possession. so even if there are 5 contacts with 5 ingredients we only want to see one of them for counting purposes.

Hey, So I am creating a dashboard for individual sales representatives at the company and we need to have them able to view key performance indicators but would like to not allow them to view this data for sales reps other than themselves. Is there a way to use a GI for the widget without them being allowed to go to the GI and access the data of the other users?

Add new options in the source field but they are not reflected on the screens.these are the options I add for example:  

There is a known issue with the Salesforce Integration if you’re on Hyperforce. Our Salesforce migrated to Hyperforce in February before the known issue was reported.Our sync has not been working since February. Is there any chance this is still getting addressed? 

How do I add the + sign for New Opportunities back to the Opportunities Page? The + sign/add new opportunity has disappeared. It used to appear between the Cancel button and the pencil (edit record) button.   

Hi All,I need to know how to create a lead from an email. I tried but couldn’t create a lead. 

Hi Everyone, I am trying to do a Hubspot integration with Acumatica CRM, I am following the quide hubspot team provided but once I allow permission, I keep getting the following error. Has anyone tried this and ran in to similar error. Any help would be appreciated. Thanks.