Ideas for Acumatica

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CRM Calendar View for Events, Activities and Reminders

We are all accustomed to looking at scheduled events, activities and reminders on a calendar. Having the ability to view a calendar by salesperson (My Calendar) or across a sales team for the scheduled events and activities within Acumatica  CRM would be very useful.  Filtering the calendar by Type of Activity (Event, Task, Reminder, etc.) and by User or Workgroup would be essential. Having the ability to make this calendar part of a dashboard would build on the concept of managing your day starting in Acumatica.  This is a function that exists in many competing CRM solutions and poses a challenge when attempting to move a customers from legacy systems to Acumatica.

  • Joel Gress
  • Sep 9 2019
  • Future consideration
CRM
  • Attach files
  • Brad Boothby commented
    September 09, 2019 20:13

    The Microsoft CRM for Dummies book states the following: The ingredients essential to calendar management include viewing existing Activities, entering new Activities, the inevitable rescheduling of Activities, and (hopefully) eventually completing some Activities. https://www.dummies.com/software/crm-software/managing-the-calendar-in-microsoft-crm/

  • Ellie commented
    September 24, 2019 01:55

    With the high price of CRM module, it should definitely include a calendar view which is of the most basic tools in any CRM. 

  • Andy Smith commented
    17 Jan 18:02

    We have several customers migrating from other CRM solutions who feel they are taking a step back by losing the Activities calendar view they are used to seeing.  Please consider adding this.