Suggestions for Acumatica Case Management

  • 11 July 2022
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We want to hear partner and customer suggestions on CRM Case Management features. 

About Case Management:

  • Today: case management solves problems related to tracking customer issues such as billing questions, product concerns, general questions, order status, and more. You can track the time that your support reps spend resolving cases and have the option to bill for cases by unit or hour. (more on
  • Upcoming Releases: we want to expand Case Management to better integrate with other areas of the product and provide additional Help Desk functionality. Suggestions include: vendor cases, searching within cases, case history reports, automated escalations, embedded satisfaction surveys, additional SLA monitoring, etc.

Next Steps:

Send me a private message (Click on my Name and press ‘Send Message’) with times when you can talk!

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