We have a client we are currently implementing that has requested that their technicians be able to access fillable forms from the field. With our legacy ERP product we have done integrations to systems like FormStack and Google Forms for this function, where the technician can select the necessary form in the mobile app (example: Lead Paint Inspection Form) and the linked form is brought up (in either FormStack or Google Forms). When this action is taken, the form is automatically named and associated with the appointment. Once completed, the form is then attached to the appointment.My questions are:To your knowledge, has anyone done similar with Acumatica? Are their any form management apps as ISVs that offer this type of integration? Is there a better mouse-trap that we aren't considering? Thanks in advance, Scott Gaspar
I may have missed something, but DocuSign esignature feature seems to have disappeared. Is this no longer supported by Acumatica? Also, even though AdobeSign is still listed in the marketplace as an option, I don’t see the setup or package for that either. We have a customer we are taking live that we provided information on this feature, and now we cannot deliver it.
We have a client that would like the ability to have file attachments (PDFs) automatically attached to customer opportunity files in Acumatica. We were thinking this might be triggered by a string in the subject line of the email that identifies the opportunity or customer.Has anyone done this, or is it doable? Thanks,Scott
There was a topic from about 5 years ago that verified that Acumatica is not compatible with Tier 3 credit card processing using the Authorize.net option. Is this still the case? If Acumatica does support Tier 3 processing through Authorize.net, does entering a new card from the mobile app also support Tier 3 processing? Thanks in advance,Scott
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