New CRM Business Events have been delivered with Acumatica 2021 R2 that can alert users to changes in leads, contacts, accounts, or cases. These pre-defined templates in business events and notification templates mean you would not need to have a user with customizer rights to create them from scratch.

Now a System Administrator can simply activate the business event by checking the “Active” check box on the Business Events (SM302050) form. Email notifications have also been created and the related emails could include one record or multiple reports.

Some notifications will be sent on record change and some will be sent by a schedule. A system administrator will still need to create the schedule to turn on those Business Events.

Notifications can also be sent to a mobile device assuming the appropriate license is activated in Acumatica and the user is accepting Push Notifications.

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