Is there a way to add the CRM info tab to Service Orders?

  • 26 July 2023
  • 1 reply

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! 


Best answer by Kandy Beatty 26 July 2023, 15:23

View original

1 reply

Userlevel 7
Badge +16

HI @jesssmith 

You would need a customization for this. 

The other option is that you could add a user defined field that references the Marketing Campaign. 

I would also suggest adding a product idea for the Acumatica team to put this in the program. I think it could be a useful tool. 


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved