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How to Log Emails into Acumatica from Outlook - contacts, cases & opportunities

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How to Log Emails into Acumatica from Outlook - contacts, cases & opportunities

1,187 views February 26, 2020 5:35

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ChannelCS3 Technology

Description from the creator

Attaching emails from Outlook is managed with the Acumatica Plug-in. This plug-in allows you to manage emails, view Acumatica contacts and accounts, and create new contacts, cases, and opportunities from within Outlook.

About this tutorial

CS3 Technology published this 5:35 video tutorial on February 26, 2020. It has been watched 1,187 times on YouTube.

Channel: CS3 Technology
Category: Science & Technology
Duration: 5:35
Published: February 26, 2020
Views: 1,187
Likes: 9

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Further reading

Customer Relationship Management System | Acumatica Cloud ERP acumatica.com
The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads…
Support Tickets or Cases in Acumatica|Automatic creation of ... cs3technology.com
If you have the Acumatica/Outlook plug in, you can also turn emails which were sent directly to you into cases or log activity. Going to take this email I received and turn it into a case by clicking on the Acumatica pl…
Logging Emails from Outlook into Acumatica - CS3 Technology cs3technology.com
Using the Acumatica plug-in for Outlook makes it easy to store your emails into any Acumatica account (contact), case (service ticket) or opportunity. They are connected with the email address of the incoming email or c…

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