The Cloud 9 ERP Solutions team has been busy reviewing and recording demos for new features coming to this release. Check them out below and be sure to subscribe to our YouTube channel for more.
Acumatica 2022 R1 - New Email Features
In Acumatica ERP, you can create emails directly from the forms you use to create entities related to customer relationship management (CRM), such as leads, contacts, business accounts, marketing lists, marketing campaigns, opportunities, sales quotes, projects, project tasks, project quotes, cases, and employees. While viewing any of these entities on its data entry form, you can create a task associated with it and track all emails (and other activities) related to the entity.
Check out some of the new email feature coming to Acumatica 2022 R1:
Acumatica 2022 R1 - New Search Method
Searching in Acumatica ERP gives you the ability to quickly open a form (or a record on a form), find a file, find a help topic, or find a record in a recently viewed list of records
In Acumatica 2022 R1, you can now configure your search method based on how you do business.
Acumatica 2022 R1 - CRM Events and Internal Cases
In Acumatica ERP, various business processes are executed, which may require the monitoring of particular activities and conditions in the system. To eliminate the need for a user to monitor these business processes, you can configure the system to monitor the company data and to perform an action (such as sending an email notification or performing the instructions defined by an import scenario) or multiple actions in the system.
In Acumatica 2022 R1, there are new CRM features specific to events, reading emails, and how support cases extends to internal employees.
Acumatica 2022 R1 - Blanket Sales Order Functionality
For distributors, retailers, and commerce merchants, blanket sales orders simplify long-term customer sales agreements.
They are typically made when your customer has committed to purchase a certain quantity that needs to deliver in multiple, smaller shipments on a specified schedule.
Prior to this new feature coming to Acumatica 2022 R1, you had to create multiple sales orders in Acumatica to handle this. Not anymore! Learn more about Blanket Sales Orders in Acumatica.
Acumatica 2022 R1 - Mobile App Usability Improvements
Acumatica Cloud ERP enables users to work from anywhere with our native mobile app. It is thoughtfully designed for users on the go with capabilities like expense reporting, time, attendance, and more. Users can easily communicate and collaborate within and outside their team to drive work forward. Everyone knows what is happening, when, and where—and they share a single view of the truth as they make proactive business decisions.
Take a look at some of the mobile usability improvements coming to Acumatica 2022 R1:
Click here to visit our full Acumatica 2022 R1 playlist on YouTube.