How to Automate Text and Email Notifications in Acumatica

Posted by Shadi McFadden Tyson on Apr 8, 2021 11:00:00 AM

Notification templates in Acumatica provide a seamless way to keep communication effective, clear, and continuous.

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Topics: Acumatica Tips & Tricks, Productivity, New User Toolkit

Using Automation to Build a Better Business

Posted by Shadi McFadden Tyson on Jan 12, 2021 10:00:00 AM

Manual processes can strain businesses with the clearest vision and the most loyal customers. There’s no return on time wasted or misplaced effort. And none of us are asymptomatic to bottlenecks. How do you equip your business to overcome such serious, yet commonly overlooked, threats? Automation. Automation produces efficiency and is paramount to the success of your business in three major ways.

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Topics: Cloud ERP, Productivity, Webinars & Events

How to Effortlessly Complete a Mass Record Update

Posted by Shadi McFadden Tyson on Aug 27, 2020 8:00:00 AM

People come and go – it’s a fact of life within any organization. There may be no hard feelings when one of your team members has decided to move on to their next chapter, but how hard is it to transfer their workload? Getting those new and existing opportunities assigned to a new owner is a top priority. After all, no one wants to leave leads just floating in the wind after a staffing change…

This is one of many scenarios where Acumatica’s mass update feature makes your work life much easier. In just a few steps, you can update multiple records and spend your time and effort where it really matters.

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Topics: Acumatica Tips & Tricks, Productivity