Question

Marketing Campaign - Activities Logged

  • 15 May 2023
  • 7 replies
  • 76 views
J
Rank
Userlevel 5
Badge

We are beginning to use Marketing Campaigns to target & reach out to new customers.

 

We are encountering two challenges:

  1. On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2.
  2. 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?

 

7 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @jwarren 

Can you maybe share a screenshot of what you are seeing? 

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*.
manikantad18
Rank
Userlevel 7
Badge +12

Hi @jwarren 

  1. On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2.

Once activities are logged from Member tab please refer to Activites tab to see all the actions performed

 

Acumatica Functional Consultant
J
Rank
Userlevel 5
Badge

Hi @jwarren 

Can you maybe share a screenshot of what you are seeing? 

I create an activity which is seen on ‘Activities’ tab, but the count doesn’t get reflected on Members tab?

 

 

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @jwarren 

Have you checked the member then added the Activity?

 

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*.
J
Rank
Userlevel 5
Badge

Hi @jwarren 

Have you checked the member then added the Activity?

 

The related entity is greyed out for me and just includes the Marketing Campaign:

 

sdas09
Rank
Userlevel 3
Badge

HI,

 

This is the same thing happening to me. Even when i am adding an activity under member, it is not counting on the Members tab but it is tracking under the marketing campaign Activities.

 

 

NuwanTharanga62
Rank
Userlevel 4
Badge +1

 Hi @jwarren 

We are beginning to use Marketing Campaigns to target & reach out to new customers.

 

We are encountering two challenges:

  1. On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2.
  2. 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?

 

 

,


Could you please provide the exact build that you tested this on?

Because if you see below testing from 21.225.0006,

  1. The number of added activities is reflected in the "Activities Logged" column.
  2. You can add notes on the members tab.

Add Note activity available on the Members tab

 

 

Number of activities logged for this member are reflected on “Activities Logged” Column

 

The Activities tab has been updated accordingly.

 
 

 

 

Please note that on the Members tab, if the activity has the wrong related entity, you can correct it by searching and selecting the Magnifier icon (even though the related entity field is grayed out).

Example ; 

 

 

 

Reply


Terms & ConditionsCookie settings
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