Ideas for Acumatica

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Notification template email from business event to link to activity for corresponding business account it is in reference to

We have a client that uses business events to send emails to customers who are 40, 65, and 90 days overdue on a payment.  However, they want to easily see a record of these emails.  It would be nice if you could somehow link the business event/notification template to a key field on a GI such as the customer ID field and then the emails sent out to this customer would be archived in the activities tab for the customer.  

  • Guest
  • Jan 8 2020
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