We would like to be able to modify to outgoing New User notification so that it first checks the user class, then sends out a different pre made NUn based on its findings.For example:An employee/internal user gets an email that says:Hello (Insert Employee name)!Your password must be updated. Please login at https://ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: your Email address Password: users passwordPlease visit https://ouracumatica.hostedsomewhere.comBlah, blah blah.But an unlimited external user would get:Hello (Insert contact name)!Your password must be updated https://portal.ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: Your Email address Password: users passwordFor Help visit: https://portal.ouracumatica.hostedsomewhere.com/WTHAmIDoing/(Different Blah, blah blah.)Attachment 1 Attachment 2It seems to be hardcoded to only
3CX is a phenomenal phone system, it come complete with webchat, video meetings, website integration, and CRM integration. The benefits of this integration peaks my interest. However, they do not boast Acumatica integration. As flexible as Acumatica is, it should still be doable, right?I have never attempted an integration before and have no idea where to start, beyond setting up my sandboxes and a 3cx instance. For anyone who wants to try it out you would have to have a free instance of 3cx and an Acumatica sandbox spun up. You can get the 3cx software here and the documentation for the integration here. Would love some feedback ô¿~
Is it possible to send an unprompted email, or reply to an email, using templates as "canned responses" in acumatica?The only way we have found to insert a notification template is while responding to a lead submission. Everywhere else, it will only allow the insertion of "kb articles" into new emails. Is there a way to make templates available as a source when creating or replying to an email? The option only seems to work if the email activity screen is a popup.
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.