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open business account form by default on sale opportunity

Currently the AR customer form will open if you click on the Edit icon on a sales opportunity if that business account is a customer.  Then they have to click Action > Business Account, to view the CRM related information.

Since the user is in the CRM part of the system, the Business Account form should load by default not the Customer form.

  • Colin MacMillan
  • Feb 9 2015
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  • Dennis Dementiev commented
    28 May 06:04am

    This was implemented in Acumatica ERP 2020 R1.

  • Colin MacMillan commented
    9 Feb, 2015 06:14pm

    reference support case #026788