Hello,
We left quickbooks and switched to Acumatica. A feature in Quickbooks that we miss is the ability to see if a quote or invoice was viewed (screenshot below). Can we know if a customer clicks on a quote or invoice in Acumatica?
Solved
Customer viewing tracking - like Quickbooks shows
Best answer by MissyMain41
Hey there,
Hope you are doing well today!
If these invoices or quotes are being emailed, perhaps a good workaround for this would be to integrate the Acumatica email system with “SendGrid” which has the ability to track clicks within an email that is sent.
More information on this possible workaround can be found here: Integrating Acumatica ERP with SendGrid
Hey there,
Hope you are doing well today!
If these invoices or quotes are being emailed, perhaps a good workaround for this would be to integrate the Acumatica email system with “SendGrid” which has the ability to track clicks within an email that is sent.
More information on this possible workaround can be found here: Integrating Acumatica ERP with SendGrid
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