Discussions about CRM
Recently active
I updated our current pricing in through a sales price worksheet. When creating a sales order the price is correct however, when we create an opportunity the pricing is not updated. How can we resolve?
Hello, We are working with the client on quotes being auto sent out of the system. The GI is built off of the CRQuote table and that is the entity we are trying to link the email activity to. Therefore it is not a join issue. The schedule is auto processing and attaching the quote, but it will not write back to the CRPM Time Activity. Basically it is not creating the email activity as it should based on that entity field being linked. See attached of where it should be writing to. Attached is proof of the email processing. Anybody know why the link to entity is not working?
Hello all, How can I convert an opportunity to a customer directly without creating a biz account from it? Thanks.
There is no ability to prevent the Opportunity from being created when the Baccount is on hold or any other form of restriction at this time.When a BAccount/Customer is ON HOLD we raise an Opportunity without any warning and it’s later in the process when it is realised. Could there not be a warning of the BAccount/Customer status on initial entry.
Good day Our Marketing manager wants to connect Campaigns to Leads to Contact to Opportunities/Quotes and Sales orders. The issue is that the Source, nor the relations information flows from one transaction to the next. i have created to GI however this the problem; if the relations are not entered I can’t attached the information from Lead to Contact to Opportunity/Quote to Sales Orders. The main goal is to try associate the source campaign to the sales order and if there is no sales order than to the opportunity and if there is not opportunity than to the lead. Each steps requires another input; our sales rep are not going to that. Questions, What is the best way to set up a relationship. From the Leads? Or Opportunity? I have made a GI that can get the Campaign from the Opportunity to Sales Order. However it is missed the issue of a Opportunity without a sales order. The ACM Campaign by Sales Order GI works but does not show the transactional workflow. Looking for advice and such. T
We are trouble-shooting an error with several customers with the Last Message of ‘404 not found for the record’ The record is present in BigCommerce and is updated with the sync. Just trying to understand what the 404 error is from. Any advise for trouble-shooting this error? We sent this to support and it has been months with no answer or resolve for the errors. (There are several pages too!)
My team is wanting to add their Email Signatures to mass emails, but I am stuck on how to add them. So far I have enabled and created an email signature in the user profile, and I’ve also created a notification template the is just “((GeneralInfo.MailSignature))” to go at the bottom of the mass email body, but I am having no luck with it actually showing up. I’m wondering if it has to do with our mass emails only have the “Contact” datafield to pull from? Test Signature in User Profile Email Template in Mass Email and it’s preview screen. Datafield Available in Mass Emails
The "From Date" and "To Date" fields have been added to the "Process" screen, automatically populating the date range from the current date minus three days. This is working as expected.When we select a specific date range, it resets to the default dates and retrieves data only within the default date range. Below is the screen shots for DAC and Events. Could any one please suggest a solution
Hello all, I have created a selector Attribute id as below: I am trying to add this attribute id under Opportunity Class screen, but when trying to add it doesnt show up. Am I selecting an incorrect schema object? As this attribute ID would be used in Contact class, account class, customer class screen. And the data will be forwarded from opportunity to the above mentioned screens while we try to convert an opportunity to create contact etc.
There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work? Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens.
I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found.
Hello - I have see topics discussing the outlook plugin being blank, but the resolutions have not helped. My plugin used to work and now does not. I have removed the add-in, reinstalled it. Closed, opened, restarted. I have one other person where this is the case as well. Most others seem to work fine. Any thoughts?
My company wants to start automatically assigning lead ownership in a Round Robin order, i.e. Employee 1, Employee 2, Employee 3, then back to 1 and continuing the cycle. I know I can set an assignment map with Rules for each employee or workgroup, but I want to make it as fair as possible and evenly distribute leads to our Reps. Is there a way to do this automatically without having a rule for each different employee?
I’m trying to make a GI that shows the total, probability, and weighted total for an opportunity. The total and probability show in the GI, but the weighted total is blank. In the form, all 3 are populated. The total is a manual amount, probability comes from Stage (out of the box functionality), and weighted total is calculated. In the form, it’s all there, but in the GI, the weighted total is blank.
Hello, I have been trying to setup an assignment map for biz account class, based on the class condition. So if any account is created under Class A it should be assigned to Employee A etc.. But I am not able to find the exact entity to which I can apply the condition in Assignment map, where i am searching for Field Name = Class.
Hi! When I use an employee user in the customer portal, I am not able to view the item details, catalog, or checkout screens without associating the user with a business account. Do all users (even employees) need to be associated with a business account to view this in the portal? These users have the portal admin and system administrator user roles assigned. The user also doesn’t have access to view Sales Order or invoice printed form even given access and has report designer role. I couldn’t find any documentation that specifies this, is there a configuration I missed? Thanks!
Can you provide basic step how to acumatica integrate with magento 2.
Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade. While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2. Above screenshot are sample to explain the issue
Hello! My task reminders are getting popped up when I am logging in to the system only. And at the time reminder works, my screen get stuck but no reminder is visible. Is there any setting I can change when to pop-up the reminder? Thank You!
How can I reverse it if I accidentally extend a Business Account to a Customer (or a vendor) without any transactions?
Hi! We have a user who sees an empty contract screen when drilling into a contract. We have checked and have given the user the delete access level for this screen for all the roles she has under the ‘Unrestricted External User’ type. A user without this user type and has the system admin role can login to the customer portal and view the contract fine. We tried matching permission for this screen to the system admin role and had no luck. Any ideas on why the contract screen is empty on customer portal for this user? Thanks!
We’re trying to set up an business event to send out emails to customers following the completion of a Marketing Campaign. However, we don’t want to pester our clients with emails. Ideally, the business event would send out a email to a customer, the customer would read it, and then be removed from the mailing list for a set period of time before being reintroduce the pool of potential recipients. Is this something that can be done within Acumatica, and if so, how?
Is there a way to generate a sales order and attribute it to an ongoing campaign to it. We sometimes have orders come in over the phone where we directly put a sales order in instead of putting them in as a lead or opportunity. Is there a space on the sales order where this can be put to account for the sale and attribute it to the campaign to track the success of it?
Dear ALL, Please help us how to disable "OPEN" button after closing the Case. Acumatica Version: 2020 R1 Regards, NNT
Acumatica Outlook plug-in tool is not presenting when clicked. Reinstall is not working….. what is the issue and how do I resolve it.
66 likes
59 likes
38 likes
16 likes
14 likes
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.
