@estebanperalta54 Thank you for confirming!
@dsimmerly I believe so. If I were to create a shared filter, name it ‘open opportunities’, and save it on the GI, it’d appear as a tab on the GI and all users would see it as long as they have access?
@ChandraM Miracle worker! I was pretty close with my GI I built, however I didn’t use the contacts table, instead the users table. Thank you very much Chandra!
@variuxdavid Did you have any luck resolving this? I have the same exact request and haven’t been able to figure this out.
It was exactly that, some of them were manually opened by one of my sales managers! The new mapping worked @manikantad18 !
@manikantad18 It didn’t work.
@darylbowman @riglesias Interesting, I didn’t know that if you can manually do it you should be able to do it via import. I can open them with the button manually. That’s good to know! So definitely not a permissions issue it seems.
@manikantad18 There was an error thrown..'<', hexadecimal value 0x3C, is an invalid attribute character. Line 55, position 129.
Hello @riglesias ,Thanks for your help. Unchecking commit didn’t do the trick.When you say map the employee name, that isn’t an option for me under the field / action name. Am I understanding correctly on that’s where I’d find that?
@suebrown Thank you for sharing your experience with it. I appreciate it greatly.
@suebrown Sorry for the months later question here. Did you have any issues with pulling in fields from Acumatica into the mapping for the sync? It’s been such a struggle to figure out what access / permission is needed.
@kandybeatty49 Thank you for the screenshots. Can you provide an example to help me better understand? Is it just if a user logs any form of activity against the opp that it gets filled with the date for Last Incoming Activity? Is Last Outgoing Activity if an email sent from a user to the contact tied to the opp?
@jebbuddecke63 Thank you, I actually tend to forget about that resource. I did take a peak at it, and it didn’t give a great example unfortunately. Element Description Last Incoming Activity The date of the latest incoming activity that is associated with the opportunity or a related quote. Last Outgoing Activity The date of the latest outgoing activity that is associated with the opportunity or a related quote.
@kandybeatty49 So sorry for not specifying that. Opportunities primarily, but knowing all of the above would also be nice.
@ed.goodman @aaghaei You are fantasic, thank you - you’ve helped me greatly. I got it completed!
@aaghaei Hello - Thank you for providing the in-depth answer and solution. One last question if you - I’d assume that we have the ability to import new records as customers as long as they’re not in the system yet? There would be no converting, just imported as a customer?Thanks again for your help!Trina
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