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Acumatica Fields sheet

  • February 22, 2023
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Freshman I
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Hello, is there a document I can find to explain what these two fields are capturing/mean? 

  • Last Outgoing Activity
  • Last Incoming Activity

I have an assumption but just want to be sure. Thanks!

Best answer by Kandy Beatty

@kandybeatty49 Thank you for the screenshots. Can you provide an example to help me better understand? Is it just if a user logs any form of activity against the opp that it gets filled with the date for Last Incoming Activity? Is Last Outgoing Activity if an email sent from a user to the contact tied to the opp?

Yes, you are correct. 

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      8 replies

      Kandy Beatty
      Captain II
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      Hi @tsmith19 

      Are you talking in regards to Marketing?

      Leads, Opportunities, or Cases? Or all of the above?

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      Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        Freshman I
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        • tsmith19
        • Author
        • Freshman I
        • February 22, 2023

        @kandybeatty49 So sorry for not specifying that. Opportunities primarily, but knowing all of the above would also be nice.

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          jbuddecke71
          Varsity I
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          The form reference guides are great at describing how the individual fields are used. 

           

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          Jeb Buddecke
            Kandy Beatty
            Captain II
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            Hi @tsmith19 

            You can click the ? on any of the screens to get the actual meaning of those, Click the Form Reference:

            Leads

             

            Oppurtunities:

             

            Cases:

             

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            Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
              Freshman I
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              • tsmith19
              • Author
              • Freshman I
              • February 22, 2023

              @jebbuddecke63 Thank you, I actually tend to forget about that resource. I did take a peak at it, and it didn’t give a great example unfortunately. 

               

              Element Description
              Last Incoming Activity The date of the latest incoming activity that is associated with the opportunity or a related quote.
              Last Outgoing Activity The date of the latest outgoing activity that is associated with the opportunity or a related quote.
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              Freshman I
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              • tsmith19
              • Author
              • Freshman I
              • February 22, 2023

              @kandybeatty49 Thank you for the screenshots. Can you provide an example to help me better understand? Is it just if a user logs any form of activity against the opp that it gets filled with the date for Last Incoming Activity? Is Last Outgoing Activity if an email sent from a user to the contact tied to the opp?

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                Kandy Beatty
                Captain II
                Forum|alt.badge.img+18

                @kandybeatty49 Thank you for the screenshots. Can you provide an example to help me better understand? Is it just if a user logs any form of activity against the opp that it gets filled with the date for Last Incoming Activity? Is Last Outgoing Activity if an email sent from a user to the contact tied to the opp?

                Yes, you are correct. 

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                Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
                Freshman I

                Hi @tsmith19 

                I’ve been searching for the difference between incoming and outgoing activities and here is what I found:

                We configure activities at “ Activity Types “ screen (screen ID: CR102000) and we specify whether the activity is incoming or outgoing as shown in the screenshot below:

                So the difference between “Last Incoming Activity” and “Last Outgoing Activity” is totally depending on the configuration in this screen

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