Discussions about CRM
Is there a way to login as a user on the customer portal, as there is in the main ERP environment?I need to troubleshoot what a user is seeing, but can’t find a way to login as them.
I want to get a count of Sales Quote Created within a given time range.When a quote is created - it is created in a Draft Mode the Quote number is q0003, If this quote is converted it is then save as another quote q0004. If i wanted to count total quotes in a time period this would be counted as 2 quotes. How can i solve this problem since this should only be counted once. It could have been canceled or accepted as well. Thanks
From where can i add the SubItem id ? Can anyone help in that because i am getting an error while creating an Purchase Order that SubItem Id cannot be empty . So from where do i need to add this subitem id or is it there defined in the vendors tab or some other tab ?
Hi - I have noticed there is not Shop for Rates button on the CRM Sales Quote screen. Is the shipping carrier integration available in the CRM Sales Quotes? We are using Easy Post.
After upgraded to 23R1, we have noticed this issue as mentioned in the title. new added content got into DIV block if we switch to HTML view. so on Visual view, but built-in editor funciton, like font, numbering esc won’t work for new added content.I think this is a bug for 23R1
We have a set number of Users who have permission to log into our Portal per client. In this example, let’s say we have Company X with User A, User B, and User C. Only these three Users can log into the Portal to submit tickets. They can also email our Support email address to submit a new Case. Unfortunately, this also means that anyone emailing our Support can submit tickets despite whether or not they are set up in the Portal. Does anyone have any suggestions on how to automatically reject Cases submitted by individuals who are not configured as Users? I’m sure we could create a Business Event but I’m not sure what conditions we would need. Any help is appreciated!
Can we change and make the URL of the Acumatica from http://localhost/AcumaticaERP to https://by30csr7tga1.share.zrok.io/AcumaticERP by using tunneling service tools? Is this possible ?
Completed Test of CRM-1,2,3 and not showing, while I have completed the 3 Test of Module -C100 Customer Relationship Management (CRM) 2023 R2.My User id is Arun.4.sharma@coforge.com Plz check and update me.
I have 2 instances where I’m very confused: I have identical snapshots - in one the validate records process finds duplicate contacts and in the other no duplicates are found. I have a comparison rule set for Account to Account. The set has 2 rules, neither of which will surpass the threshold if both conditions are met. Yet, validate records finds duplicate business accounts.My instance is 23R2.
Ver:23.110.0025We have an incoming email coming in to create new case. Email will show under case activity. now we want to change the email related entity type from “Case” to “Vendor” and set related entity to an existing vendor. The email would not be under case activity anymore(this is correct) but strangely not showing under vendor activity tab either. In “All emails”, the record is displaying correct related entity as vendor nubmer we selected. I have checked database record, the BaccountID was missing for the CRActivity record, once that field was filled with correct vendor’s BaccountID, the activity would show under the vendor. Is this a bug??
Showing “An invalid character was found in the mail header: ','.
If I have a single SQL DB with multiple tenants and want to have multiple customer portals for each tenant are there any issues or special configurations that I need to setup or be aware of after creating the tenant portals with the Acumatica Configuration Wizard?
Does anyone know of an email service (already integrated with Acumatica would be nice) that allows cold lists to be used? The members of the list have not opted in. The user is aware that this practice is considered spamming by many.They have investigated SendGrid, which does not allow cold list endeavors.
Hello, For the past several months, we’ve been able to start the real-time sync on the Salesforce Sync screen. a known issue was posted about it but the updated versions did not fix the issue. Is anyone else experiencing this too?
I have a client who pointed out to me that on their customer portal Closed Cases are not displaying the “Last Activity Date” on the “Closed Cases” (SP204010).Is this a known bug with 22.126 version that is fixed in new versions? Or is this some kind of configuration that is missing? The screenshot below is of my local test installation of Acumatica with SweetLife and does the exact same behavior that the clients site portal is doing.
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