Ideas for Acumatica

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Add Activities as a tab to the Manage Customer screen

Instead of having the activites as a link at the top of the screen add a new tab to the Manage Customers screen that shows the activities in the same manner that they show up on the Manage Business Accounts screen. This would maintain consistency in managing customers and prospects/leads.
  • Guest
  • Nov 3 2014
  • Future consideration
CRM
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