Hello Kristen,Is there an example scenario out there somewhere for month end?
I use the Outlook add on and am able to attach to contacts, opportunities, cases, and in 2020R2 projects. https://www.acumatica.com/blog/acumatica-6-is-coming-how-the-outlook-add-in-will-increase-productivity-and-enable-true-mobility/?utm_source=Partner&utm_medium=link&utm_campaign=Partner_CAL+Business+Solutions
I’m not sure of an “automatic” way to attach documents but if they use the outlook addon they can attach the email to the opportunity and it would also attach any attachments from the email.
This fixed our issue with some tweaks. Huge thanks.
We have tried many import scenarios and the one I have listed above is the closest we could get to actually working. We tried building one on our own but the fields were not available (that is why we had to use some of the “hidden dev lines”. Will take a look at the link provided and see if we can get it to work. Thanks for the reply. Build 19.110.0013
Thank you very much. Message sent.
Already have an account? Login
Enter your username or 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.