CODEWITHSUNDEEP
acumatica
Cory
Cory

Reputation: 305

Acumatica and Outlook Add-in - Customizations

We are testing the outlook add-in for Acumatica. It seems very promising, and we have read the documentation from Acumatica about how to set it up and use it. However, we have several custom fields that exist on our contact and opportunity forms, and I'm wondering if it's possible to have those brought into the add-in panel so that the user can populate all that is needed within Outlook.

And then similarly, we don't encourage our users to interact with Business Accounts directly, but rather Customer Records/Screens. Is there a way to customize the buttons that show up (hide/remove some and add others)?

Any help or guidance would be most appreciated.

Upvotes: 3

Views: 415

Answers (1)

Hugues Beauséjour
Hugues Beauséjour

Reputation: 8268

Regarding Outlook Add-In Read Mode OU201000 page the target files are:

Graph: PX.Objects.CR.OUSearchMaint

Page: Pages\CR\OU201000.aspx

You can create a graph extension to customize it as usual.

The page can't be customized in the SCREEN section of the customization project editor. However you can manually change the ASPX file on disk and do ISS Reset/Restart Application from Apply Updates page to customize it.

After changing the file you should be able to package it in the FILES section of the customization if you remove the line Pages\CR\OU201000.aspx from the files.list ignore file at the root of the website.

Such change is possible but would not pass certification (in case this is a requirement).

Upvotes: 1

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