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Association Management ISV solutions

  • Nov 18, 2021 7:13 PM UTC
  • 5 replies
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dgrayson10
Freshman I

Does anyone know of an association management solution with integrations to ACU CRM?

Best answer by vkumar

Hi @dgrayson10 

I could not find an add-on that refers to such institution, however, AR contract management functionality can be used to manage membership, renewals. One can use mailing lists for communications. 

With case management integrated with Contracts, it can be used for specific issue based communication thread between member and association. 

Let me know your thoughts.

Regards,

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      5 replies

      jinin
      Pro I
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      • jinin
      • Pro I
      • Nov 27, 2021 4:40 PM UTC

      Hi @dgrayson10 

      Are you referring to loyalty points or something?

       

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      Jini N
      Acumatica Employee
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      • vkumar
      • Acumatica Support Team
      • Nov 28, 2021 5:40 AM UTC

      Hi @dgrayson10 

      Can you elaborate the association you are referring to and primary operation/ function of the same?

      Regards,

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      VijayKumarU
      Chris Hackett
      Community Manager
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      • Chris Hackett
      • Acumatica Community Manager
      • Nov 29, 2021 6:23 PM UTC

      Hi @dgrayson10 - have you been able to find a solution? If so please let us know what it was. If not please let @jinin and @vkumar know the answers to their questions so they might assist. Thanks!

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      Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
      dgrayson10
      Freshman I
      • dgrayson10
      • Author
      • Freshman I
      • Nov 29, 2021 6:36 PM UTC

      The client  is an educational, research and scientific association of physicians. They need to manage the membership of this association, which consists of hospitals, clinics and individual doctors.

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      Acumatica Employee
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      • vkumar
      • Acumatica Support Team
      • Answer
      • Nov 30, 2021 2:12 AM UTC

      Hi @dgrayson10 

      I could not find an add-on that refers to such institution, however, AR contract management functionality can be used to manage membership, renewals. One can use mailing lists for communications. 

      With case management integrated with Contracts, it can be used for specific issue based communication thread between member and association. 

      Let me know your thoughts.

      Regards,

      Translate
      VijayKumarU
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