Contact Classes: Assessment Test Questions

  1. How can contact classes help users in Acumatica ERP? Select all the correct responses.
    • They make the creation of contacts faster and more accurate by providing default settings based on the settings specified for the class. (correct)
    • They group contacts that share at least one common characteristic. (correct)
    • They automate task assignment processes for contacts (incorrect)
    • They give users the ability to automatically convert new contacts into leads during the first saving of the contact. (incorrect)
  2. Which settings can you specify for a contact class on the Contact Classes form? Select all the correct responses.
    • The identifier and description of the contact class (correct)
    • The way the system determines the default owner of a contact of the contact class (correct)
    • The preferred method of communication for each contact class (incorrect)
    • The default system email account to be used for communication with contacts of the contact class (correct)
  3. Which user is a possible source of a contact’s default owner on the Contact Classes form?
    • The user who creates the contact (correct)
    • The user who last modified the contact (incorrect)
    • The user who approves the creation of the contact (incorrect)
  4. In which of the following cases can you delete a contact class from Acumatica ERP?
    • If there are no existing contacts of this class in the system (correct)
    • If the contact class is currently assigned to any active contact (incorrect)
    • If the contact class is linked to an opportunity or marketing campaign (incorrect)