Our customer service team gets calls from customers who wants to place an order . We use acumatica to create purchase order and sales order .My question is ‘can an API be setup so that when receving a call from a customer , based on the customer contact number , Acumatica should automatically pull up the customer information and show it as a pop up in the acumatica screen. This will save some time since the customer service representative need not manually look/search for the customer in acumatica every time they get a call. is it possible in acumatica ?
Answer
Is it possible for acumatica to automatically pull up the customer information and show it as a pop up ?
Best answer by kyle90
This is 100% possible - Lightspeed Voice has this as a standard feature (no customizations)
+10Hi
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
+15Does your phone system have an API or where would the phone number be coming from?
Daryl⚡Freelance Acumatica developer (MVPx2🏆) ⏩linkedin.com/in/darylbowman 🛒store.deftstrokesdev.com
+15Why doesn't the Teams integration do this? It can't be that hard.
+10I would encourage you to reach out to Lightspeed if you want to know more about their product (I’m not the expert on their product)
I do know the feature
+10Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
+15anything outside Acumatica out-of-the-box functionality is a customization
This appears to be using the Acumatica API from the LightSpeed environment, not the other way around.
Daryl⚡Freelance Acumatica developer (MVPx2🏆) ⏩linkedin.com/in/darylbowman 🛒store.deftstrokesdev.com
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