MYOB Acumatica Integration with Gmail: Case Management

When you receive customer requests in Gmail, you can quickly turn these emails into support cases by using the Acumatica for Gmail add-on.

You can create a case if all the following conditions are met:

  • The contact exists for the email address specified in the Contact Email box.
  • A business account is assigned to this contact.

Creating a Case

To create a case, do the following:

  1. On the Actions page, click Create Case.
    Figure 1. The Create Case button


  2. On the Create Case page, enter the case details.
    Figure 2. The case details


  3. Click Create Case.

    The case is created and you are returned to the Actions page. You can review the case in the Support Cases section of the page.

    Figure 3. The created case


If you select the Add Email Attachments to Activity check box on the Create Case page, the system adds the email attachments to the case on the Cases (CR306000) form, so you can access them later from the activity record.