Configuring CRM Functionality: Implementation Activity

In this implementation activity, you will learn how to perform initial configuration of the customer relationship management (CRM) functionality in MYOB Acumatica.

Story

Suppose that you, as the system administrator of the SweetLife Fruits & Jams company, need to configure the minimum settings required for using the CRM functionality in the system.

System Preparation

Before you start performing initial configuration of the CRM functionality, sign in to a tenant with the out-of-the-box company as a system administrator with the admin username.

Step 1: Enabling the Customer Management Feature

To enable the feature required for using CRM functionality, do the following:

  1. Open the Enable/Disable Features (CS100000) form.
  2. Select the check box left of the Customer Management feature.
  3. On the form toolbar, click Enable.

Step 2: Saving the Settings Required for CRM Functionality

Among the customer relationship management preferences that can be tailored to the needs of your company, you can specify the numbering sequences the system uses when assigning identifiers to records related to CRM.

To save the numbering sequence settings, which is a required step before you begin using CRM functionality, do the following:

  1. Open the Customer Management Preferences (CR101000) form.
  2. On the General tab (Numbering Sequences section), make sure all the boxes contain the identifiers of the respective predefined numbering sequences. (Although you will not change these numbering sequences in this activity, different numbering sequences can be selected on this form, and any of the predefined numbering sequences can be edited to fit your organization’s numbering preferences.)
  3. On the form toolbar, click Save.