Discussions about CRM
Hi All,I need to know that what are the steps to add portal payment module in to the Acumatica Customer Portal.Thank you.
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?
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?
Hi Community, AI and especially ChatGPT have been the number one topic of conversation for months. Have you already used ChatGPT with Acumatica in any way?For edge users, I have included BingChat as a SidePanel for a faster lead qualification (https://www.bing.com/search?form=MY02AE&OCID=MY02AE&pl=launch&q=AcctCD&showconv=1&showconv=1 inserted as a link). But this is also only a small possibility and unfortunately without automatic data transfer. Have you already found possibilities for this?
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.
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.
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
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.
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
Has anyone been able to map the owner field from Salesforce (Opportunities, Leads, Business Accounts, Contacts) into Acumatica? I do not see the owner field mapped in the native Salesforce import scenarios. I have not had any luck mapping the Owner ID field from Salesforce to any of the fields available in Acumatica, such as “owner”, “owner ID”, or “Owner > Contact”.
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.
Hi,I need to add non stock item here. But there are stock items only available.
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 All,I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected.
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.
I’m looking to see if Acumatica has an out of the box SendGrid Dashboard? I’ve seen two basic ones in youtube video’s but even with my VARs help we haven’t been able to confirm an out of the box dashboard is available.
Hi All, We are currently running into some issues identifying concise and strong logic to route a Sales Quote through Approval when a Business Account is not a Customer yet.The Numbering Sequences are not unique as converting a Prospect into a Customer and it seems that the Business Account Status and Type are not available in the Approval Map Entities and Fields for the Sales Quote. Any ideas?
Hi All,We are having a strange issue with emails on version of Acumatica (2019 R1).Issue: Emails getting randomly redirected. A(outlook) → sends email to B (support email address). This support email address is configured at SM204001. For some reason Application (Acumatica ERP) redirects/forwards the email to the recipients who were initially part of the email chain but no longer. Not sure if there are some default rules configured to redirect within the framework. This happens randomly, so hard to identify the root cause.Mail servers are hosted on premise.
Our current process is to create a Lead complete with New Contact and Business Name.We desire to default Lead Owner to Operator entering the Lead as well default respective New Business Account and Contact Owner from Lead Owner.Is there a way to setup Acumatica to accomplish this ?I have both entered Leads manually and from Import Scenario, setting Owner manually, converting to Business Account and Contact without the Owner copying over.
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.
Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?We desire to 1. Make it enterable 2. Make it mandatory
I’ve been getting this error because there seems to be some conflict with the City and Zip code. This is what the customer has and what we ship to when we have to go into Fedex ship manager and do this manually. Googling the towns zip it is off a number and this does say its another town. Either way this is the correct address, is there a way to bypass this error?
We are coming off an ECISolutions software and migrating to Acumatica. In the mapping of Customers there is a field called Account Ref which I believe links that customer to a GL Account. My question is what actually goes into that field? In ECISolutions there is a field called debnr that is listing the customer number back to the gbkmut table (main GL table). Would it be better to link the Customer Class back to the GL Account(s) or continue using the cusotmer number? The final say of course would be for the Accounting Manager to make that decision.
The user is entering Bills and Adjustments, and when they use the lookup in the Vendor field, select the related Vendor, the ID populated the field momentarily, then disappears acting as if a Vendor hasn’t been inserted. What would cause this to happen?
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