Suppose your business needs to launch CRM, make sure the following functionalities are enabled in Acumatica:
Step 1: In the main menu select the System Management module:
In the Licence category select Enable and Disable features form (CS100000) and open it, as shown in screenshots 1 and 2 below-
Screenshot 2
Step 2: On the form toolbar click Modify and after clicking on the modify button, enable the following features, (follow screenshot 3)-
- Customer Management
- Case Management
- Duplicate Validation
- Sales Quotes
- Address Lookup Integration
After enabling the features, you can start the CRM functionality in the system.
Thus, the process follows to Configure the CRM Functionality in Acumatica ERP. For an immersive Acumatica customization and implementation consultation, mail us at info@germinit.com
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