Ideas for Acumatica

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In the Outlook Add-In, have the ability to assign an owner when creating an opportunity from Outlook.

The Outlook add-in does not let you assign an owner when creating an opportunity from Outlook, so you have to login directly to Acumatica, go to the newly created opportunity, and assign the owner. Our sales team lives in Outlook, so this would be a very helpful feature.

  • Adam Ferguson
  • Feb 5 2018
  • Gathering Feedback
CRM
  • Attach files
  • Nick Novy commented
    August 27, 2018 12:13

    Totally agree with this suggestion.