Is it possible for acumatica to automatically pull up the customer information and show it as a pop up ? - Everything Else https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/ Acumatica User Group Forums en-US Wed, 14 Oct 2026 11:32:20 +0000 wpForo 60 RE: Is it possible for acumatica to automatically pull up the customer information and show it as a pop up ? https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11352 Sat, 08 Jun 2024 00:41:20 +0000 Everything Else Dominic Boullé https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11352 RE: Is it possible for acumatica to automatically pull up the customer information and show it as a pop up ? https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11351 Fri, 07 Jun 2024 22:01:32 +0000 I've heard good things about Lightspeed Voice. So much so that I had them on my Acumatica Podcast: 

https://www.augforums.com/episode115/

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11351 RE: Is it possible for acumatica to automatically pull up the customer information and show it as a pop up ? https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11349 Thu, 06 Jun 2024 22:49:58 +0000 Hi Saravana,

Which VoIP provider is your company using? I know the larger ones like 3cX provide an integration for the system that provide the sort of thing you're looking for. 

Otherwise, if you have a CRM integration with Acumatica, you can often times integrate your VoIP with the CRM as an Ad-hoc method.

]]> Everything Else Dominic Boullé https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11349 Is it possible for acumatica to automatically pull up the customer information and show it as a pop up ? https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11346 Wed, 05 Jun 2024 21:10:14 +0000 Our customer service team gets calls from customers who wants to place an order . We use acumatica to create purchase order and sales order .My question is ‘can an API be setup so that when receving a call from a customer , based on the customer contact number , Acumatica should automatically pull up the customer information and show it as a pop up in the acumatica screen. This will save some time since the customer service representative need not manually look/search for the customer in acumatica every time they get a call.  is it possible in acumatica ?

]]> Everything Else Saravana Kumar https://www.augforums.com/forums/everything-else/is-it-possible-for-acumatica-to-automatically-pull-up-the-customer-information-and-show-it-as-a-pop-up/#post-11346