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Association Management ISV solutions

  • November 18, 2021
  • 5 replies
  • 66 views

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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  • Pro I
  • 706 replies
  • November 27, 2021

Hi @dgrayson10 

Are you referring to loyalty points or something?

 


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  • Acumatica Support Team
  • 871 replies
  • November 28, 2021

Hi @dgrayson10 

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

Regards,


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2789 replies
  • November 29, 2021

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!


dgrayson10
Freshman I
  • Author
  • Freshman I
  • 5 replies
  • November 29, 2021

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 Support Team
  • 871 replies
  • Answer
  • November 30, 2021

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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