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Acumatica 2023 R1 - Convert to Customer from CRM
Автор: Cloud 9 ERP Solutions: Videos
Загружено: 2023-05-23
Просмотров: 327
Описание:
Extending the CRM workflow to additional persons. In the past Acumatica could convert to a business account. A customer on the other hand, is a financial entity. It has settings that in some organizations will only be set by your accounting department.
With this new functionality, Acumatica allows sales reps to create the customer, requiring the customer class which could contain these important financial settings.
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