CRM: Other Improvements

MYOB Acumatica 2024.1 introduces the improvement to the customer relationship management (CRM) functionality that is described below.

Enhancement on the Relations Tab of Multiple Forms

Multiple data entry forms have the Relations tab, which lists the entities related to the entity selected on the form. On several of these forms, in MYOB Acumatica 2024.1, the Document Date column has been added to indicate the date of creation of each listed entity. By default, the column is hidden, but a user can add the column to the table of the tab by using the Column Configuration dialog box.

The change on the Relations tab has been made on the following forms:

Enhancement on the Approvals Tab of Multiple Forms

If a company requires approvals for particular types of records, the system displays each record’s approvals and rejections on the Approvals tab of the record's data entry form.

In previous versions of MYOB Acumatica, the system showed all collected approvals on Approvals tab, including those that were obtained before a record was returned for revision.

Starting in MYOB Acumatica 2024.1, if a records is returned for editing (that is, its status is changed so that it can be edited), the system removes approvals from the Approvals tab. For example, a sales quote is returned for editing if a user clicks Edit on the form toolbar or the More menu of the Sales Quotes (CR304500) form, which causes the sales quote to have the Draft status. However, if an approver rejects the record and specifies a reason for the rejection, the system preserves this information on the Approvals tab of the data entry form, as shown in the following screenshot of the Sales Quotes form.

Figure 1. The preserved rejection on the Approvals tab


The enhancement to the Approvals tab has also been made to the following data entry forms of multiple areas:

On the following forms, this enhancement has been made on the Approval tab:

Changes on the Activities Tab of Multiple Forms

In previous versions of MYOB Acumatica, users seldom used two of the displayed columns on the Activities tab of multiple forms. Starting in MYOB Acumatica 2024.1, on the following forms, the Created At and Workgroup columns are hidden by default:

By using the Column Configuration dialog box, a user can still display either or both of these columns.

Quick Access to a Marketing List or Campaign from a Mass Email

To make the access to a marketing list or campaign quicker, on the Mass Emails (CR308000) form, the values in the Marketing List ID and Campaign ID columns have been changed to links. When a user clicks one of these links, in a new browser tab, the system opens the marketing list or campaign on the Marketing Lists (CR204000) or Marketing Campaigns (CR202000) form, respectively.

Preview Message Enhancements on Mass Email

When a user clicks Preview Message on the form toolbar of the Mass Emails (CR308000) form, the system checks if at least one contact is selected for the mass email. If not, it shows the following error message as follows.
Figure 2. The error message


If the system finds at least one contact, the Email Activity (CR306015) form is opened in a pop-up window.