Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more
Are you running an old version of Acumatica? If so, you need to consider an upgrade. Acumatica stopped supporting version 6.0 at the end of January 2019. We just received notification that support will end on version 2017R2 July 31st, 2019. What does that mean for you? If you are on an Acumatica version older … Read more
My goal this year is to become more efficient. To work toward that goal, I started using a tool called Rocketbook. It’s a physical notebook that can be written in with a special pen, scanned and uploaded, then erased and reused. It allows me to take notes at client meetings, snap a picture, and then … Read more
Acumatica uses report templates for most of the out-of-the-box forms and reports. This makes creating new reports so much faster and more efficient. Within these templates, you can view and change the appearance settings to suit your needs. Or you can start creating a new report, then add in the template; all the formatting will … Read more
Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … Read more
Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica. Many people rely on this type of connection for reporting and integrations with legacy systems. Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more
Did you know that you can use Function Keys and Keyboard Shortcuts in Microsoft Dynamics SL? You probably use several shortcuts (e.g. Ctrl+C to copy) in your everyday life, but you can even use them within Dynamics SL. Using keyboard shortcuts has many benefits, from increasing speed and efficiency, to reducing wrist strain. Click here … Read more
Did you know that Acumatica has a mobile app that you can use on your phone or tablet? It comes with your license at no additional charge! Yes, that means FREE. This tool can be valuable to you and your team and it is easy to access and setup. How to Setup the Acumatica Mobile … Read more
Recently, I had a customer who had some recent turnover. During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more
Many customers are planning to upgrade their Microsoft Dynamics SL this year. Are you thinking about an upgrade too? Here’s the top reasons: Refreshable Excel files with Quick Query In Dynamics SL 2015 the “Grid to Excel” feature in Quick Query now supports the creation of refreshable Excel table documents as well as pivot tables, … Read more
Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature. The person signs electronically and it provides the same legal standing … Read more