Contact Classes: Implementation Activity

The following implementation activity will show you how to create a contact class.

Attention: You will perform this activity by using the U100 dataset. In U100, you can also view examples of CRM classes that have been already created and contain all additional settings. If you have configured a company with basic settings and you want to practice creating a CRM class in this company, use the admin user to complete the activity.

Story

Suppose that you are an implementation consultant for the SweetLife Fruits & Jams company. You need to create a new contact class, OFFICE, and make it the default class to be specified for each newly created contact. This class will be used for SweetLife's contacts that represent employees from business organizations that regularly order company products and services.

Process Overview

In this activity, you will do the following:

  1. Create a contact class on the Contact Classes (CR205000) form
  2. Specify the created class as the default contact class on the Customer Management Preferences (CR101000) form

System Preparation

Before you start creating a contact class, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded.
  2. Sign in to the system as implementation consultant Kimberly Gibbs by using the following credentials:
    • Username: gibbs
    • Password: 123
  3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step 1: Creating a Contact Class

To create the OFFICE contact class, do the following:

  1. On the Contact Classes (CR205000) form, add a new record.
  2. In the Summary area, do the following:
    1. In the Class ID box, enter the new class identifier: OFFICE.
    2. In the Description box, type the following brief description of the class: Business organizations that make recurrent orders.
    3. Make sure that the Internal check box is selected to hide all records of the class from the Customer Portal users.
  3. On the form toolbar, click Save.

You have created the new contact class.

Step 2: Specifying the Default Contact Class

To select the OFFICE contact class as the default class to be inserted for newly created contacts, do the following:

  1. Open the Customer Management Preferences (CR101000) form.
  2. On the General tab (Data Entry Settings section), in the Default Contact Class box, select OFFICE contact class.
  3. On the form toolbar, click Save.

You have specified the default contact class. For each newly created contact, on the CRM Info tab of the Contacts (CR302000) form, the system will insert OFFICE into the Contact Class box.