We don’t need to tell you the importance of a good CRM system. Customer Relationship Management is a fairly new module in Acumatica, and each release comes with a set of new features. We’re going to look at the latest updates below.
Business Accounts
New Layout of Business Accounts Form
The Details tab has been changed to General which now includes Personal Data information and Primary Contact.
The CRM Info tab has been added.
The Contacts tab has been updated to include the Primary Contact.
The Shipping tab has been added.
Account Locations
Changes to Account Locations Form
There have been changes made to the Account Locations form. Items have been moved from the General tab to the Shipping tab.
Mail Setting Changes for Business Accounts
A new column has been added called Recipients to allow for Add Recipients or Override Recipients.
Contacts
Override of Contacts
The Override check box has been added to the Details tab of the Contacts form.
If you correct the address settings on the form, Acumatica changes the Address on the associated Business Account.
Warning if Removing a Primary Contact
On the Contacts form if you clear the value in the Business Account box, you will receive a warning of the possibility of changing the Primary Contact.
Activities
You can pin activities that are most important to you.
Other
Address Enrichment through Third Party Provider
Acumatica provides integration with Google Maps and Bing Maps.
This functionality has a new Address Lookup Box on different forms.
Selection of Owners from Employees
An Owner can now be selected from the list of Employees and the Employees no longer need to be Users.
Predefined User Roles for CRM
The following Roles have been added for CRM.
CRM updates are just one of the modules that Acumatica continues to improve with each release. To get a look at more updated Acumatica features, check out the recorded webinar all about the Acumatica 2021 R1 release!
