Does anyone have the Entry Mask or Reg Exp I would use to configure an attribute in Common Settings to only allow entry of whole numbers between 0 and 100?
The SMARTSHEET SETTINGS tab added to Projects Preferences by the Acumatica/Smartsheet integration provides the ability to load Smartsheet templates into Acumatica. You then map fields in the Smartsheet templates to Acumatica fields. Invoking this features loads a number of existing templates. What I’m not able to determine is, how do I add to this list Smartsheet templates that I've created myself?
Has anyone successfully used Acumatica CRM/Marketing functionality to conduct drip marketing campaigns? Example scenario: When someone fills out a form on our website, they’re automatically captured as a lead and added to an awareness drip campaign. It’s comprised of sending the lead 14 emails spread out over the course of 12 months.Is it possible to automate such a campaign using Acumatica functionality?
Use-case: Plot using a line or bar chart widget on a dashboard the monthly cumulative total amounts for won opportunities (Acumatica CRM), e.g Jan through Dec, 2023. Anyone have an example GI configuration illustrating how to do this?
@Omar Ghazi When will the Smartsheet Integration be upgraded for compatibility with 2023 R1? The latest version available in GitHub for 2022 R2 fails validation on Build 23.103.0013. I have a client that relies heavily on this integration and is planning their upgrade to 2023 R1.
Has anyone been successful importing appointment logs? Are you able to share your import scenario?
A client using Acumatica CRM, combined with Acumatica Construction and Manufacturing editions, is considering using a tool like Backdrop (https://backdrop.io/) or Proposify (https://www.proposify.com/) to improve their communicationwith prospects including the delivery of proposals. Does anyone in the community have experience using these or similar tools and Acumatica CRM?
Has anyone implemented this as an alternative to Acumatica Bank Feeds, any advice for implementing it? I discussed this approach today with a financial institution that can deliver the transactions in Visa Commercial Format (VCF) via sftp. Bank feeds aren't available for this issuer using Plaid or MX.
A client wishes to display on a Google map the location of each open opportunity in Acumatica. To be able to visually observe geographicclustering of opportunities. Any recommendations on how to accomplish this?
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