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Email to Workgroup Member in CRM

  • 10 February 2023
  • 3 replies
  • 132 views

Userlevel 2
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Hello Acumatica Community,

 

Can you help me on the following two queries,

  1. When Lead/Business Account/Opportunity is assigned to a workgroup need to generate a email to workgroup member. How can i configure this?
  2. Our Marketing team using Map.acumatica.com portal for creating contacts, Is that portal has any connection with Acumatica CRM application, or they need to manually create a contact in both places separately?

Regards,

Jewel Parvez

Lead ERP Consultant 

Alliant Rigserv LLC     

 

 

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Best answer by Manikanta Dhulipudi 10 February 2023, 14:06

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Userlevel 7
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Hi @jparvez

 

  1. When Lead/Business Account/Opportunity is assigned to a workgroup need to generate a email to workgroup member. How can i configure this?- This can be done using Business events but unfortunately email is not possible to send the email for workgroup people, you need to hardcore it,

    Alternatively you can a Business events based on workgroup and hard card the email information to all the people in the workgroup team.
  2.  

 

Userlevel 3
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Hi,

There is a workaround on fetching the email addresses from the company tree. Please see the below thread.

 

 

Userlevel 3
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@jparvez ,

 

You can use this GI to get the email addresses of the employee in the workgroup and then create  a business event to trigger the email to be sent out to all the members of the workgroup. 

I hope this helps.

 

Shilpi

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