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DataSelf for Acumatica: Open Invoice and Call Customer

Name: DataSelf for Acumatica: Open Invoice and Call Customer
Uploaded: 2018-05-23T15:35:00+00:00
Duration: 33 s
Channel: DataSelf AI
Description: A short demo video from DataSelf (uploaded May 23, 2018) showing a customer-analysis dashboard connected to Acumatica. The speaker demonstrates…

23 May 2018 · 1 min

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0:33

A short demo video from DataSelf (uploaded May 23, 2018) showing a customer-analysis dashboard connected to Acumatica. The speaker demonstrates interactive features: clicking a customer offers call or email actions (on mobile, 'call' initiates immediately), and clicking an invoice number opens that specific invoice inside Acumatica.

Chapters

This is one of our dashboards for customer analysis, currently connected to Acumatica. If I come here and I click on this customer, it gives me the option to call the customer or email the customer. If I'm looking at this on a mobile device, when I click call customer, right off the bat, you call the customer. Also with similar standards as Acumatica, if I click on an invoice number, any invoice number here, it will jump right into Akumatica to show specifically that document.