Ideas for Acumatica

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When creating a business account, create a default contact

Before you can use a business account in an opportunity you need a contact.  Yet after creating a business account in Acumatica there are no contact records.  Just like customers and vendors have a default location, please pass basic name, email address and phone number to a contact record when creating the business account.  it will be a huge time saver.

  • Gregg Mercede
  • Mar 13 2015
  • Planned
CRM
  • Attach files
  • James Weber commented
    10 Jul, 2019 02:07pm

    It would also be nice if Contacts could be defaulted to locations as well. Some companies have different contacts based on the business location.