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What does "Link to Account" do?

  • 6 February 2024
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We are setting up a business event to send an email to customers.  Can someone help us understand what the “Link to Account” does?  See below.  Does it record that we sent this email in the CRM Activities? Or something else? How are Link to Account and Link to Entity differ? We are on Acumatica 202 R2. 
 

 

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Best answer by Kandy Beatty 6 February 2024, 20:45

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@dougmcbride79 , if you have that set up correctly, it will put this email into the ACTIVITIES tab of the customer.  It should be of type BAccountID, not the customer account name though.

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Hi @dougmcbride79 

The Link to Entity and Link to Account are both used for linking an activity when the email is sent such as a NoteID or BAccountID. It does appear in CRM when the email is sent as well. 

If a placeholder is specified and the value of the field in the placeholder is not empty in the results of the generic inquiry of the business event, the system links the email created by the notification template to the corresponding entity. You can then view the activity for this entity on the Activities tab of the corresponding form or in the Tasks & Activities dialog box, which opens if you click Activities on the form title bar.

 

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