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Quick Tip Tuesday is for Smart Acumatica Users and Prospects!

Mar 19, 2021 12:00:00 AM / 0 Comments / in Acumatica Cloud ERP, Acumatica ERP Leader, Gold Partner by Nancy Phillippi

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Acumatica Cloud ERP users are a smart group!  They know that it's one of the easiest to use ERP solutions available.  Our weekly Quick Tip videos even prove how easy Acumatica is to use and learn.  

Are you ready to sit back with a cup of coffee and see how your end-users can easily adapt to the Acumatica software?  Then please SIGN UP and start watching here:  We also have a LinkedIn Group you can join as well:  

Here is the list of videos so far: 

Quick Tip Description
1 User Interface: Basics
2 User Interface: Search
3 User Interface: Help
4 User Interface: Favorites
5 User Interface: Drag & Drop
6 Keyboard Short Cuts: Toolbar
7 Keyboard Short Cuts: Summary & Tables
8 Keyboard Short Cuts: Table
9 Workspaces: Basics
10 Workspaces: Customizing Tiles & Quick Menu
11 Workspaces: Customizing Categories
12 Workspaces: Add New Workspace
13 Workspaces: Add Quick Tile
14 Workspaces: Add Dashboard Quick Tile
15 Reporting: Create Templates
16 Reporting: Sort and Filters
17 Activities: Overview
18 Activities: Adding Activity Types
19 Activities: Creating Tasks
20 Activities: Task Follow Up
21 Activities: Time Card & General Inquiry
22 Attributes: Overview
23 Attributes: Create & Add to Classes
24 Attributes: How to Find Classes
25 Attributes: User-Defined Fields
26 Attributes: Add to Generic Inquiry
27 Attributes: Add Scorecard to Dashboard
28 Attributes: Add Chart to Dashboard
29 Classes: Overview
30 Classes: Where Used
31 CRM: Overview
32 CRM: Add a Lead
33 CRM: Working with Leads
34 CRM: Opportunity to Sales Quote
35 CRM: Work Sales Quote
36 CRM: Winning! Convert to a Customer!

Many thanks to Mica Mitchell for her demo and editing skills in creating all these videos!

Be sure to share the links with your team of managers and decision makers when you are ready to evaluate new software for your business.  Clients First is a Gold Acumatica and Gold Dynamics 365 Partner with seven locations nationwide.  Our Texas and Minnesota offices focus on Acumatica for small to mid-sized companies and Dynamics 365 for Finance and Supply Chain for larger enterprise organizations.  Our primary focus is on manufacturing, MRO or maintenance, repair, and overhaul, job shops, and project-focused industries in general.  We love our Projects modules and how well they work with manufacturing! You can always call us at 800.331.8382, or email us at

Tags: Acumatica Cloud ERP, Acumatica ERP Leader, Gold Partner


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