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

  • 26 July 2023
  • 1 reply
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J

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! 

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

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Kandy Beatty
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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. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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