Sales & Customer
MYOB Acumatica 25 R2 Release Hub
Cleaner design, streamlined workflows
Feature summary
- Task, Activity and Email Activity forms in CRM have been redesigned with a cleaner layout, tabbed sections for related information, and a quick summary preview below the activity list.
- A more intuitive layout reduces friction and time spent hunting for information, helping teams manage tasks faster and stay on top of priorities.
Enhancement
Manage vendor support cases
Manage vendor support cases in the same familiar CRM workflow as customer cases, saving time and simplifying case management.
Feature summary
- Create and manage cases for vendor accounts, with automatic population of vendor location and contact details, and a dedicated Cases tab on the vendor's Business Account record showing all related cases.
- A single place to track all vendor communications and issues – improves accountability, speeds up resolution, and ensures nothing falls through the cracks when dealing with supplier disputes or follow-ups.
Enhancement
Send multiple documents within one email
Save time and simplify billing communications by emailing multiple invoices, orders, or quotes in one go – as separate attachments or a single PDF.
Feature summary
- Users can select multiple documents, check a box to send them in one email, and optionally combine them into a single PDF – the solution automatically groups documents by customer and sends one email per customer.
- Saves significant time during bulk processing and delivers a cleaner, more professional experience – fewer emails and less back-and-forth.