Business events in Acumatica allows you to set up automated events to save time. In this example, we will add a new contact to a business account, then set up a business event so that the sales rep will receive an automatic notification on their mobile app. and a task will be created to make an introductory call to this new contact.
Watch the video: Quick Look at Streamlining Tasks with Business Events in Acumatica
Video Transcription:
“Acumatica offers business events with the automation features that they have. Let’s walk through a scenario where someone adds a new contact to a customer that I’m an owner of, or a business account I’m an owner of. The contact is going to allow me to track more information. Do I have someone that reaches out to opportunities? I can see different activities that are related to that that I can actually see for the customer that are called related entities. So it’s related to this business account and may be related to a specific document, or may be related to a specific contact. For this example, what we’re going to do is, I’m going to add a new contact to this business account, and what I’m looking for Acumatica to do is notify me on my mobile app. I’m also looking for a task to be created so that I know that I have to go and introduce myself to this contact. If you just give me a moment here, I’m going to turn on my mobile sharing.
To save a little time here, I’m going to take a function that is within Acumatica where I can actually save a template. I saved a template to paste the information for me into this environment and into this contact. What I’m going to do is I’m just going to save and close it. I can show you, it took me back right back to the actual customer. In the new customer now, you can see I have a contact there, where I’m looking for “Maxwell Baker”, who is me, to actually go to the person and introduce myself. You see here on my mobile app, I got notified that “Alice Hobbs” has been added to a contact “USA Bartending”. I’m going to save that after we look at the contact and what it did in the environment here. We’re going to look at the mobile app as well to see you that experience.
I’m going to go into “Alice Hobbs”. What happened was we had an activity, so the activity that we talked about was making an introduction call. For a real-life example, I would expect someone in my office to assign this contact about the person. You see I put a little note here, “please reach out to Alice at “US Bartending School” and introduce yourself”. That’s now a task that’s associated with Alice and it’s associated to Maxwell Baker being the owner. But also at the customer’s view, if I refresh this, I can now see this task is here as well. Going to my dashboard as a salesperson, I’m going to have a task here now that’s visible. One is a widget, a scorecard and the second one is a data view, where it’s the new contact with information where I can actually open the related entity, being Alice, or I can actually open up the task.
If I open up the task, you see here some information, very similar to Outlook. And it’s visible from the customer, it’s visible from the contact. Again, we’re going to now take a look at the mobile app, how that’s visible. I now have this sitting here. I’m going to touch my screen and on my screen, you can see because it’s an iPhone, I have the face ID. That’s automatically going to log me, and it’s going to take me to that person.
One thing I also want to mention that I actually skipped over was I can add additional information to that contact, such as a photo, or just moving this over again, possibly maybe an NDA that was sent over if this particular customer or this contact has an NDA in place. You can see I’m dragging, dropping those files directly on my screen. Now I have a picture of Alice showing up on the contact. I have the additional files that were attached, but I also have the ability to maybe add a new file or take a photo. And right from the app, I can see my activity that was created as well.
One last thing I want to do to wrap up the full information, bring it back to the beginning where we talked about universal search, was we created someone named Hobbs. Now I have that search right in there, so I can find contact Alice Hobbs, but also that image that I created was Hobbs in it. Now I have an actual image and you can see I have one there testing as well. Now I can go in and find that information that’s been added on the fly. And to roll that out to one last cool feature in Acumatica 2020R1 is if I wanted to add another image here, they now allow to upload using the system to send a notification right to my phone, so that on my phone, I can again open that up and it’s going to go right to what I want to do, either attach it or take a photo right from there. You can see in the background, that file is now uploaded to my task right in the system.”
This is a snippet from a detailed Acumatica overview. Watch the full video – Acumatica Lunch and Learn Part 1 – Acumatica Overview.
If you want to see more features that stand out in Acumatica review the series of articles our senior ERP consultants have published that compare Acumatica vs Microsoft Dynamics GP.
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By CAL Business Solutions, Acumatica and Microsoft Dynamics GP Partner, www.calszone.com
