Learn
Learn
Support
Support
Product
Community
Partners

Community
Discussion ForumsFinancials 1459 Distribution 1419 Manufacturing490 Construction463 CRM98 Field Service219 Retail-Commerce367 Payroll176 Low Code | No Code Customizations or Integrations151 Develop Customizations2087 Develop Integrations with Web Services | APIs455 Other Developer Topics118 ISV Solutions 109 Configuration and Installation 636 Reports and Generic Inquires 1411 Import and Export Scenarios 539 System Health and Performance 115 Community site discussions182 Community Introductions87 Everything Else 622
News & AnnouncementsAcumatica News & Updates97 Events & Meet-ups127 Developer Newsletter 19 Newsletter 37

Create topic
Login

Community
Discussion Forums
CRM

CRM

Discussions about CRM

98 Topics
308 Replies

When you subscribe we will email you when there is a new topic in this category

98 Topics

Newest first

Recently active Most replies Most views

LCallahan

asked in CRM

MattHFreshman I

asked in CRM

Filter by last invoice date

Hi Apologies if already answers here but haven't been able to find attempting to create filters etc in our Customer GI for Lapsed customers. For example we already have several tabs with filters for sales person etc but wanting a quick look ability for the sales team on the road with a tab that only includes for instance customers with no invoices / sales orders in last 90 days. I have a report that does this but hoping to achieve in the GI so it is quick and easy to see. I have a semi reasonable understanding of how to customise a GI but not sure what tables / fields etc I might need to add. Thanks

5 days ago

Razza83Freshman I

asked in CRM

Business Event Firing but Not Sending Email

Hoping someone can assist. I have created a business event to send Shipment Confirmations once the Status of the shipment has been triggered from Open to Confirmed. The Business Event is working as there is a history of them firing, but the emails are not being sent: this is the Email Notification Template: Ive read other questions on here and the answer has been in the To: Field.. but I need to send it to the overridden Shipping Contact Email and there is no options for that: “If anyone can help me that would be much appreciated.CheersLara

14 days ago

Jin KimCRM Product Owner

asked in CRM

CRM Customers attending Acumatica Summit 2024

Greetings folks,Reaching out to our community. I am looking for a few customers who would be willing to help me present our CRM breakout sessions for Summit 2024. Criteria: You must be a CRM customer, actively using our sales, marketing and/or case management modules. We are scheduling 2 breakout sessions for CRM. 1 will be focused on our sales and marketing module and the other will be focused on our case management module. If you will be attending Summit 2024 and would like to share your experiences on how CRM brings value to your organization, please reach out to me! We would love to have you on stage with us. :)Email me a jin.kim@acumatica.com. Cheers,Jin

19 days ago

manikantad18Pro II

asked in CRM

Restrict user to see his Business account, customer owned by him.

Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.

19 days ago

ebevanJr Varsity I

asked in CRM

User restrictions by sales territories

In 23R2 is it possible to restrict user access to lead, opps and BAs using sales territories? My exploration suggests not, but I wanted to ask on the community in case I have missed something obvious.

26 days ago

lauraj46Captain II

asked in CRM

Does row level security on email accounts apply to the messages themselves?

Row level security settings can be configured to limit access by user to certain email accounts for sending messages, but do these settings also apply to viewing Incoming and Sent message on those same accounts? Or is there another way to configure this security setting?Thanks in advance!

29 days ago

woodyg84Jr Varsity III

asked in CRM

Create email from Case screen CR306000, the subject line is in correct

After upgraded to 23.110.0025 from 22R1, we have noticed that there is change when creating email activity from case (CR306000). In previous version, the default subject line would be "[Case #((Case.CaseCD))] (Case.Subject), now is “Summary:1”.We do have a lot of email templates associated with CR306000, but it looks like there is no default template associate with case email anymore, what is the reason behind this and is there a fix?Also, when replying to customer email, “Select template” action is now putting template content to bottom of the email, which is incorrect!

8 days ago

Mle45Freshman I

asked in CRM

Automatically close case on 'pending customer' status

I followed this tutorial to set up automatically closing a case on pending customer status after 10 days. Implement Business Event 3: Trigger by Schedule with Record Changehttps://www.acumatica.com/blog/technical-tuesday-use-business-events-acumatica-automate-processes/ However I noticed the Automation Steps is no longer supported for the Cases screen. Is this tutorial still relevant? Are there any workarounds?This screenshot is from the article This is the warning I’m seeing on 2023R1 Thank you!

19 days ago

nasirh85Freshman I

asked in CRM

Email not triggering - Scheduling is working

We have created Automation schedule for business events and that business events contains few reports and GI that will triggered to respective email every 1st of the month but it is not working after upgradation to 23R1.Schedule created and it processed. But event is not triggering to respective email it state that:

19 days ago

albertobello83Freshman I

asked in CRM

Business Account currency not updated on new Opportunity when created with the Create Oppotunity Action

In 23R1 (Build 23.108.0020 ) I’m noticing that whenever I use the Create Opportunity action from the Business Account screen, the new opportunity wont bring the Bussiness Account specified currency.Is it just me? or this is a missing detail in this version.Thanks!!

1 month ago

john55Freshman I

asked in CRM

Monthly cumulative line or bar chart for non financial/GL information

Use-case: Plot using a line or bar chart widget on a dashboard the monthly cumulative total amounts for won opportunities (Acumatica CRM), e.g Jan through Dec, 2023. Anyone have an example GI configuration illustrating how to do this?

1 month ago

dougmcbride79Varsity I

asked in CRM

How to import Leads

I am looking for a step-by-step guide on importing leads. Does anyone have a guide? I have never done an import scenario.

19 days ago

tsmith19Freshman I

asked in CRM

Identifying Business Accounts where the 'Owner' was deactivated?

I’ve been asked to identify business accounts where the ‘owner’ field contains an employee that is no longer active. I can’t figure out how to do this...I assume it’s possible?

1 month ago

vidyakeerthikFreshman I

asked in CRM

Error on Opprtunities Close as Lost action trigger from code

Hi Team,For one of the customization, we have the following requirement, facing an error with the implementation.Following represents the requirement, the Code used, and the error we are getting. Could you please review and suggest to us the recommended way to solve the errorIt is in the development stage so we couldn't provide instance details.Requirement:We have to maintain a list of duplicate Opportunities which are with the same subject. And while creating a new Opportunity, we need to close all the existing linked/duplicate opportunities.Hence we are trying to call the CloseAsLost action from code in the Persist method and facing an error.Could you please suggest.Code Snippet Used: Error: Thanks & Regards,Vidyakeerthi K

1 day ago

donnadeskins55Jr Varsity III

asked in CRM

Dynamic marketing list - can't select my generic inquiry

I’m just starting to explore Marketing activities in Acumatica and I’m stumbling right out of the box.I want to create a dynamic marketing list, but my underlying generic inquiry is not available as a selection for my marketing list.I’m sure I’m missing something basic, but I’m stumped.This is my generic inquiry setup (I’ve tried it with the workspace fields both filled in and blank):But it’s not listed as a selection on my marketing list: What am I missing??

1 month ago

tonyz53

asked in CRM

Outlook Plug in

Do you have the ability to log email to Acumatica ERP without CRM installed?

1 month ago

dcomerfordVarsity II

asked in CRM

Activty Notes default

Has anyone every done anything around the Text/Notes that default on an Activity. Request is that when they price a certain Type there could be some default Text populated so the user just completes it.

1 month ago

vibindas

asked in CRM

Unable to access a Custom Screen though the User Role has full access

Hi All,We are having a weird issue while navigating to a screen from GI. The navigation from the GI to the Customs screen is only working for the admin role, for all other roles it shows up the below page. Under Access By Screen, Access By Role and Access By User we have set Delete access, but still page doesn’t show up.

1 month ago

gorazemJr Varsity II

asked in CRM

Urgent help: Salesforce Real Time Sync Not Working - Stuck in Operation Update

Hello,We are running the Salesforce Sync, but suddenly the real time sync has stopped working for BAccounts.I have made sure it’s set to “running” for BAccounts. I have also tried stopping it, and running the “full and failed/missed data” syncs. When I edit or insert a record on Salesforce, I can see the record under the “Salesforce Sync State” screen, with the Status “Modified Externally” and the Operation “Update” and the attempt counter is ZERO!! We need this fixed asap for orders to work right.

1 month ago

gauravsharma96Jr Varsity III

asked in CRM

Marketing Mass Emails, can only email once

I have created a marketing campaign, which has leads and members applied to it. I then created a mass email for that campaign and it sent the email as expected.If I create a new mass email for the same campaign the program then does not allow me to send the new email to same members.If I add new members to the campaign then create a new mass email, the program emails only the new members.Any ideas why the program does this or best way to resolve without having to create a new campaign.

2 months ago

manuelschulzeFreshman II

asked in CRM

Microsoft Exchange: Calendar entries are created multiple times

Hello community,we have an issue with the syncing of calendar entries. Some calendar entries are created multiple (sometimes a thousand) times in Acumatica/Haufe X360. Unfortunately, the system also doesn’t allow to delete this entry.Thank you so much in advance for any tips :)

2 months ago

JBlas2023Freshman I

asked in CRM

Customer Portal

What module do we need to get so that we can use the customer portal??

2 months ago

Page 1 / 4

Badge winners

jvarughese23has earned the badge Easy talker
KELhas earned the badge Easy talker
marina25has earned the badge Financials expert
aiwanhas earned the badge Easy talker
tveldhas earned the badge Easy talker

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Social Login

Login to the community

Social Login

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

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.

Privacy Policy
Terms of Use
GDPR
SLA
Support
Report an Outage