Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

Include Source document context for TASKS on Mobile app

Currently the TASK function in the mobile app does not provide any context for the task.  For Example, if the task is associated with an opportunity,  the user does not have access to the Opportunity information from the task for, and can not navigate back to the opportunity from the task.


Our typical use case for Tasks on the mobile app, is to have a user assigned tasks from within an opportunity for follow up.   If the user (Sales rep) is on the road, the tasks do not allow the user to access phone number, address, etc.


Adding the source document contact information on the TASK would make task management on the mobile app much more useful

  • Bryan Mullen
  • Oct 15 2019
  • Attach files