Contacts: Configuration Prerequisites

Before you start creating contacts in MYOB Acumatica, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the following features must be enabled.

• Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
• Duplicate Validation in the Customer Management group of features: This feature provides the duplicate validation functionality.
• Outlook Integration in the Third Party Integrations group of features: Gives you the ability to register leads and contacts by using your Microsoft Outlook account, to log your activities, and to create opportunities.

Configuring the System

Before you start creating contacts in MYOB Acumatica, you need to make sure that the following tasks have been performed:

• On the Customer Management Preferences (CR101000) form, all necessary settings have been specified and saved to the system.
• On the Contact Classes (CR205000) form, the needed contact classes with the necessary settings and attributes have been created.
• In the Summary area of the Contacts (CR302000) form, the User-Defined Fields tab, which holds the values of attributes, has been added.