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Acumatica Fields sheet

  • 22 February 2023
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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!

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Best answer by Kandy Beatty 22 February 2023, 20:27

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

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

 

Jeb Buddecke
Kandy Beatty
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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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@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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@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?

Kandy Beatty
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@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. 

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*.
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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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