Ideas for Acumatica

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Allow activities to be added to an Opportunity from Outlook from email addresses other than the primary contact of the Opportunity

Currently, activities can only be logged to an Opportunity from an Outlook email if the email address belongs to the primary contact on the Opportunity.

Emails from any contact on the opportunity should be able to be logged. For example, emails from contacts on the RELATIONS tab of the Opportunity should be able to be logged to the opportunity, as long as an email address is associated with the contact.

  • Donna Deskins
  • Feb 11 2019
  • Gathering Feedback
CRM
  • Attach files
  • sid leytham commented
    03 Mar 16:47

    This is a must