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Question

Sales quote linked entity activity not logging

  • April 15, 2025
  • 1 reply
  • 27 views
B
Freshman I
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Hello, 

We are working with the client on quotes being auto sent out of the system. 

The GI is built off of the CRQuote table and that is the entity we are trying to link the email activity to. Therefore it is not a join issue. 

 

The schedule is auto processing and attaching the quote, but it will not write back to the CRPM Time Activity. Basically it is not creating the email activity as it should based on that entity field being linked. 

 

See attached of where it should be writing to. 

 

Attached  is proof of the email processing. 

 

Anybody know why the link to entity is not working? 

 

    1 reply

    T
    Acumatica Moderator
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    • Tara H
    • Acumatica Moderator
    • April 20, 2026

    Hi ​@bdrake14, I am doing some clean up and noticed that this older question from you remains unanswered.  Chances are, you have resolved the issue by now but if not, please submit a support request to your Partner/VAR so that it may be escalated properly.  Thanks. 

    Happy CRM'ing! -Tara (Acumatica Technical PM-CRM)
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