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Acumatica Cloud ERP Tip - Drag and Drop

Acumatica Cloud ERP Tip - Drag and Drop

Drag and Drop - Acumatica Cloud ERP Tip of the Week 

When you have a modern ERP system like Acumatica Cloud ERP, one amazing time saver is integration. A great example of the benefits of integration is the drag and drop functionality. The benefits reach beyond time savings and increased productivity. You also benefit from increased communication throughout the company and a reduction of errors by eliminating duplicate entry.

Drag and drop is one of our customer favorites. Sign up to see a few examples of the drag and drop capabilities in action. It's the video in our series entitled  "Quick Tip Tuesday #5 User Interface: Drag and Drop."

Acumatica Cloud ERP tips - Drag and Drop video summary

  • Attach PDF's, Excel, Word Docs, Emails and more...
  • Drag a PDF from your Desktop right to an Acumatica Sales Order 
  • Drag an Email with file attachments to an Acumatica Sales Order
  • Easily open attachments from Acumatica

We're very excited to launch our new Acumatica Cloud ERP Expert Tips, a video and blog series for our Acumatica clients and prospective clients. As an Acumatica Cloud ERP Gold Certified partner, we stay sharp to deliver the latest best practices for our clients and partners. Our goal with this blog series is to provide prospective and current Acumatica Cloud ERP end-users with 1 to 3-minute videos to show some of our favorite Acumatica features. You'll quickly see how Acumatica can help your growing company. 

Watch this Favorites demo and see more!!

Acumatica cloud ERP tip

Clients First Business Solutions current videos are featured in these blogs:

These videos show a sample of why Acumatica Cloud ERP is ranked the leader in ease of use over all the other ERP solutions. We have 16 weeks scheduled so far so sign up now!

If you have questions or don’t work with an Acumatica consultant, contact us. We have many more tips up our sleeves!

Why customers choose Clients First Business Solutions for industry expertise

Clients First consultants have direct experience in the industries we support. The Clients First Texas and Minnesota offices are known for vertical expertise in manufacturing, job shops, maintenance, repair and overhaul (MRO) for aviation or heavy equipment organizations. Our customers include other industries such as make to order/engineering job shops, project manufacturing, field service, and wholesale distribution.

We’re an Acumatica Gold Partner, a Microsoft Gold ERP Partner and a Cloud Service Provider (CSP).

Contact Us: Email:  Dallas/Fort Worth, Texas or Minneapolis/St. Paul, Minnesota or call us at 800.331.8382. We're located in Dallas, Texas and Minneapolis, Minnesota and service companies worldwide.

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