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Question

Customer viewing tracking - like Quickbooks shows

  • November 24, 2025
  • 2 replies
  • 30 views
K
Freshman I
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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?

 

    2 replies

    MissyMain41
    Jr Varsity I
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    • MissyMain41
    • Jr Varsity I
    • November 24, 2025

    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

    K
    Chris Hackett
    K
    Freshman I
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    • khowe86
    • Author
    • Freshman I
    • November 26, 2025

    ahhh...  Thank you, Missy! I’ll have to check it out. 

    Chris Hackett
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