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!
Answer
Is there a way to add the CRM info tab to Service Orders?
Best answer by Kandy Beatty
HI
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.
+17HI
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.
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