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Record Entry

Based on the information included in an email, you can create new leads, contacts, opportunities, cases, requests for information, and project issues right from the Acumatica add-in.

Back to TopLeads and Contacts

For any particular email in your Outlook mailbox, you can run the Acumatica add-in, which searches for a lead or contact in Acumatica ERP that matches the email sender (for an incoming email) or recipient (for an outgoing email).

For an outgoing email with multiple recipients specified, you use the Email Recipient box on the add-in form to select the particular recipient for which the search will be performed.

If no matching records are found in the system, the Create Lead and Create Contact buttons appear on the add-in form, so that you can create a lead or contact record based on the details of the selected email recipient or sender. (For details, see To Create a Lead by Using the Acumatica Add-In and To Create a Contact by Using the Acumatica Add-In.)

Back to TopCases and Opportunities

Suppose that you receive an email whose sender is already registered in Acumatica ERP as a contact. Depending on the information included in the email, you may want to create a case or an opportunity that will be associated with the contact. For detailed information, see To Create a Case by Using the Acumatica Add-In and To Create an Opportunity by Using the Acumatica Add-In.

Back to TopRequests for Information and Project Issues

Based on a single email, you can create as many requests for information and project issues as needed. For more information, see To Create a Request for Information by Using the Acumatica Add-In and To Create a Project Issue by Using the Acumatica Add-In.