Acumatica Fields sheet

Hi @tsmith19 

Are you talking in regards to Marketing?

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

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

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

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:

@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. 

 

@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?

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