Ideas for Acumatica

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Add contact information to various CRM Screens

When you need information, many times it is not in front of you.
i.e.
Activity Phone Call screen - missing name and phone number

Opportunity screen - missing name and phone number
Having this information available makes it convenient to continue to update while making calls.
  • Gregg Mercede
  • Nov 3 2014
  • Future consideration
CRM
  • Attach files