Discussions about CRM
Hi Community, AI and especially ChatGPT have been the number one topic of conversation for months. Have you already used ChatGPT with Acumatica in any way?For edge users, I have included BingChat as a SidePanel for a faster lead qualification (https://www.bing.com/search?form=MY02AE&OCID=MY02AE&pl=launch&q=AcctCD&showconv=1&showconv=1 inserted as a link). But this is also only a small possibility and unfortunately without automatic data transfer. Have you already found possibilities for this?
We are using an email template to reply to emails.In Support>Cases we locate the Case ID, go to Activities, open the email, click on REPLY ALL, SELECT TEMPLATE, Choose the template we want and click SELECT. The email template content is at the bottom of the email we are replying to instead of the top. Since upgrading to 2022 R2 there is a new option to Replace Email Contents when you apply the Template. That wipes out the entire email which we do not want to do.What we end up doing, is copying and cutting from the bottom of the email and pasting to the top.I’ve reviewed settings for the Email Templates and don’t see anything new. Any thoughts?
We have a scenario where the same person works for 2 separate companies. Hence, we have 2 contacts. The system flags this as a possible duplicate as it should.We click on the Mark for Validation action on the Contact Record but the warning symbol just appears next to the Possible Duplicates field.Can anyone provide insight into why this fails to marked Validated?
When I update the quantity of the top row. I’m updating all rows as well. I’m calling the RequestRefresh but its not refreshing. I know the quantities are being updated because when I refresh manually they show. Interestingly, I’m doing the same in my Sales Order grid but its refreshing fine. What am I missing here ? How do I properly refresh the quote grid ? Here’s the snippet of my code : private bool updatingqty = false; protected void CROpportunityProducts_Quantity_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (CROpportunityProducts)e.Row; if (row == null || updatingqty) return; updatingqty = true; foreach (CROpportunityProducts component in Base.Products.Select().RowCast<CROpportunityProducts>().Where(s => s.LineNbr != row.LineNbr)) { cache.SetValueExt<CROpportunityProducts.quantity>(component, row.Quantity); Base.Products.Cache.Update(component); } updatingqty = false; Base.Produc
Recently we start to have this error for incoming emails, not often, but couples a week. The email actually were processed into case activity and created records with cancelled status, and email itself are with failed status and won’t get re-processed Version: 23R1 110.0025
I’ve been getting this error because there seems to be some conflict with the City and Zip code. This is what the customer has and what we ship to when we have to go into Fedex ship manager and do this manually. Googling the towns zip it is off a number and this does say its another town. Either way this is the correct address, is there a way to bypass this error?
We want to be able to use the file uploader to add parts to an opportunity details. In order for the pricing of the parts to not default back to the parts original value in inventory pricing the Manual Price check box need to be set to True. This column is not available as an option in the upload tab. Can it be added?
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
anyone know to set this up?
I created a PO in the PO002081, and the status is saying Awaiting Link. This is linked to SO SO007474, so I don’t understand why it is saying this instead of Open. Can you please advise?
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:
Dear Community, I cannot convert a sales quote to a Sales order. The convert option is grayed out. Sales Quote Status is approved Business account is extended as Customer Am i missing any steps?
The user is entering Bills and Adjustments, and when they use the lookup in the Vendor field, select the related Vendor, the ID populated the field momentarily, then disappears acting as if a Vendor hasn’t been inserted. What would cause this to happen?
Can anyone guide me on how I can create customer using postman api endpoint. I am new to acumatica.
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?
How do I add the + sign for New Opportunities back to the Opportunities Page? The + sign/add new opportunity has disappeared. It used to appear between the Cancel button and the pencil (edit record) button.
Hi All,I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected.
We are beginning to use Marketing Campaigns to target & reach out to new customers. We are encountering two challenges:On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2. 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?
There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work?Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens.
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??
in acumatica 2023 R1, report is taking longer than usual time to load, has anyone encountered similar issue ?
Upon saving the created activity for a task, status remains open what could be the reason behind it. Would like to know your inputs, thank you.
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!
Getting the below error when trying to set value for a custom field. I can see the ContractID is in the cache.All these steps are happening within a transaction scope , so values are yet to be saved to the DB , but are available in the cache.Stack Trace : Error: [UsrMAKLContractID] 'XXXXXX' cannot be found in the system. at PX.Data.PXSelectorAttribute.throwNoItem(String[] restricted, Boolean external, Object value) at PX.Data.PXSelectorAttribute.Verify(PXCache sender, PXFieldVerifyingEventArgs e, Object& item) at PX.Data.PXSelectorAttribute.FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e) at PX.Data.PXCache.OnFieldVerifying(String name, Object row, Object& newValue, Boolean externalCall) at PX.Data.PXCache`1.SetValueExt(Object data, String fieldName, Object value) at PX.Objects.CR.MAKLQuoteMaintExt.ConvertNewSaleQuote(CRQuote quote) at PX.Objects.CR.MAKLQuoteMaintExt.<>c__DisplayClass127_0.<ConvertToContract>b__0() at PX.Data.PXLongOperatio
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