Ideas for Acumatica

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Merge CRM Cases

CRM Cases created and managed via email reply on a tag [3715643] in the subject line to ensure the email goes to the correct case. When customers start a new email string that excludes the tag, a new case is created. There is currently no function to merge the two cases together.

Proposed Solution:

Add a tab or field to the screen called Merge With that is a lookup of existing cases. Have an action or button to process which moves all content from the existing case to the Merge With case number specified.

  • Joel Gress
  • Jun 4 2020
CRM
  • Attach files