Plus more
Learn about other enhancements to the Sales & Customer capability in MYOB Acumatica.
Mailing settings enhancements
Ensure your emails are processed without error with improved brand settings.
Feature summary
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Tailored email templates by branch: Users can customise email templates for CRM, project, service management, and subcontract communication based on specific branches.
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Enhanced mailing settings: Users can specify a branch in mailing settings to prevent errors when sending documents, ensuring smoother communication with customers, vendors, and business accounts.
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Improved inheritance of mailing settings: Entities and entity classes now inherit mailing settings from the applicable preference settings, streamlining the process when selecting mailing IDs in the Mailings table.
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Mailing setting priorities: The system verifies and applies mailing settings for emailing documents in a prioritised order, enhancing the efficiency of document distribution.
Use cases
Create branch-specific mailings to ensure accurate routing, reduce errors in settings, manage document types, comply with email policies, and enhance communication efficiency.
Industries
Retail, manufacturing, and professional services
Roles
IT Administrators, CRM Managers, and Customer Service Representatives who are responsible for configuring mailing settings within the CRM system.
Available in
MYOB Acumatica ERP
Streamlining returns (RMAs)
Make return material authorisations (RMAs) faster, and easier to track
Feature summary
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Enhanced return management: Increases employee productivity and customer service by simplifying the creation and tracking of return histories from sales orders.
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Improved search functionality: Allows users to easily locate and update returns, streamlining the return process.
Use cases
Manage returns on sales orders.
Industries
All industries
Roles
Warehouse Manager, Inventory Manager and Finance Lead
Available in
MYOB Acumatica ERP
Improved task association
Provide a 360-degree view of project details by automatically updating projects with associated activities and related tasks.
Feature summary
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Task association: Users can link incomplete or canceled tasks to existing tasks at any time on the Task Form, improving task management.
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Activity form redesign: The Activity Form has been updated to enhance the ability to associate activities with parent activities, offering better workflow organisation.
Use cases
Link follow-up tasks to initial tasks, manage dependencies by connecting related tasks, enhance visibility through task associations, and streamline management with in-place editing.
Industries
IT, construction, and professional services
Roles
Project Managers, Team Leads, and any professionals responsible for managing and tasks.
Available in
MYOB Acumatica ERP