Ideas for Acumatica

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Outlook Integration - Log activity to ANY opportunity regardless of contact association

The ability to log an activity to any opportunity regardless of contact association similar to how you can with Projects in the new plugin release.

  • Kyle Gawryluk
  • Mar 3 2020
  • Future consideration
CRM / E-Mail
  • Attach files
  • Stuart Brown commented
    01 Jun 16:49

    I would definately agree that this feature would be very useful - our business would use it all of the time.

  • sid leytham commented
    28 May 13:03

    When might this idea become reality? Taking too long!

    [HGI Resources]
    Sid Leytham • Program Manager
    HGI Resources

  • Arline Welty commented
    10 Apr 21:09

    Yes! Please add this. We frequently have ad-hoc emails we get from developers or vendors that we'd like to associate with another Opportunity in the system.

  • sid leytham commented
    31 Mar 17:55

    Acumatica, please give a status update on the aforementioned request / idea. Not having this is detrimental to our SGH Concepts sales staff , not being able to log emails to opportunities due to having to associate a contact to the opportunity. The Acumatica team did it right when they created the plug in ability to document in Projects. One would think doing the same for opportunity would not be that hard? Please advise and thanks you. Sid Leytham