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.

Allows linking CRM case to transactions in most modules, as well as being able to link to a transaction line

This would allow for very specific follow ups and relations for a specific case. Say my customer has a problem with 1 line on a sales order that was shipped (defective), then I can create a non-billable case for this customer, link it to the SO Line and regroup all activities and communication for this case easily. This would also make it easier to assign a case to someone for a specific issue on a transaction, making the CRM a more powerful tool.

  • Alexandre Morin
  • Jan 23 2015
  • Gathering Feedback
CRM
  • Attach files