Hi Community, AI and especially ChatGPT have been the number one topic of conversation for months. Have you already used ChatGPT with Acumatica in any way?For edge users, I have included BingChat as a SidePanel for a faster lead qualification (https://www.bing.com/search?form=MY02AE&OCID=MY02AE&pl=launch&q=AcctCD&showconv=1&showconv=1 inserted as a link). But this is also only a small possibility and unfortunately without automatic data transfer. Have you already found possibilities for this?
Hey Community!I would like to make a GI available to our portal users, as the standard screens offer hardly any possibilities for dashboards and these queries should serve as a basis for KPIs.For example, I would like to build a GI for the cases. However, all tickets of all users are always provided there. However, the users should of course see the data records that affect ther Business Account.In the conditions, I have tried different variants, for example with Contact.BAccountID and CRCase.CustomerID. However, without success. Do you have any tips?Thank you very much!
I would like to display an Acumatica screen - or a wiki page (via the wiki widget the display is unfortunately not so nice) via an embedded page widget in the dashboard.This way I can also include input screens or the calendar boards from the service management as a side panel.Unfortunately, however, the Acumatica menu tree is also visible in the view. Does anyone have a trick how to hide this menu tree, e.g. via the link?
Hi Community, I would like to map the conversion rate of our sales opportunities in a general query.I think the only way to do this is to include a formula in the Inquiry Data Field (Result Grid).The formula is 100 * (All opportunities / won opportunities).Unfortunately I have a problem how to map the formula with the data fields. Do you have a tip, or have you already implemented the formula elsewhere?Thanks a lot!
As a user, I would like to see not only the item ID in the scan message, but also the description. Does anyone know how to extend this? Unfortunately, I did not find anything in the attributes of the Message field.
We have the problem that with one version of Outlook 2016 only dll or exe files can be installed via the addin management and no xml.Does anyone know the problem - how did you solve it?
With the Screen Event we control the invitations to our web seminars. Once I send the invitation from the screen event (CR306030), the record is locked in the grid for editing (checkbox optional or the comment field). It is only possible to delete it. This is inconvenient if you want to note in the comment after the invitation that the participant will attend later, or maybe did not show up.I tried a few settings in the project editor, but I could not do the editing once the invitation status changed.Can someone help me?Thanks!
Our customer is in catering and has many positions that are performed by multiple employees.Each position in the order is entered only once. To see which employees are available, we want to embed the calendarbaord in the Service Orders like this:I have the problem that I can't add the board via the SidePanels unfortunately:Does anyone have an idea how to solve this problem?Thanks!
We have problems displaying the Power Bi widgets from the Dashboard in the browser on Iphone and Ipad. On Android it works.Does anyone know how to display the widgets without problems?Thanks!
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