How to configure CRM functionality in Acumatica

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 1

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 
Screenshot 3

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  

About Us– Recognized for its X3 implementation and customization worldwide, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, and implementation competence, and third-party support add-on development, and product customizations.  With GerminIT, your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. We provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide. 


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