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
CRM