Contacts: To Create a Contact by Using the MYOB Mobile App

The following activity demonstrates how to create a contact by using the MYOB mobile app.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are David Chubb, a sales manager of the SweetLife Fruits & Jams company. At the annual conference for food and beverage suppliers, you met with Eva Johnson, a new director of the supply chain at Storehut, a chain of supermarkets in New York. Storehut is a current SweetLife customer. You need to create a new contact in the system for your existing STOREHUT customer.

Tip:
You can find detailed instructions on creating a business account through the MYOB mobile app in Business Accounts: To Create a Business Account by Using the MYOB Mobile App and detailed instructions on creating an opportunity in Opportunities: To Create an Opportunity by Using the MYOB Mobile App.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

  • On the Enable/Disable Features (CS100000) form, the Customer Management feature has been enabled: 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.
  • On the Business Accounts (CR303000) form, the STOREHUT business account has been created and extended as a customer.

System Preparation

Before you start creating a new contact in the system by using the MYOB mobile app, you should do the following:

  1. Download and install the MYOB mobile app on the mobile device that you will use for creating a contact in the system. The mobile app for iOS is available in the Apple Store and the mobile app for Android is available in Google Play.
    Attention:
    The instructions in the activity steps below may slightly differ in the MYOB mobile app depending on whether the device is running iOS or Android.
  2. Make sure that the MYOB Acumatica instance has been hosted over HTTPS or ask a system administrator to perform this task for you. For more information, see Preparation for the MYOB Acumatica Installation: System Environment.

Process Overview

In this activity, you will do the following by using the MYOB mobile app:

  1. Sign in to the MYOB mobile app.
  2. Create a contact by using the MYOB mobile app.

Step 1: Signing In to the MYOB Mobile App

To sign in to the MYOB mobile app, do the following:

  1. On the mobile device, tap the application icon to launch the app.
  2. Optional: If you are signing in for the first time, in the Server URL box, enter the URL of your MYOB Acumatica instance (for example, https://my.site.acumatica.com).
  3. Optional: In the Account Name box, specify the name of the user account.
  4. Tap Next.
  5. Sign in to the system as the sales manager by using the chubb username and the 123 password.

Step 2: Creating a Contact by Using the MYOB Mobile App

To create a contact on the fly by using the MYOB mobile app, do the following:

  1. On the main menu of the app, make sure that the U100 tenant is selected.
  2. In the CRM workspace, tap the Plus button next to the Contacts tile.

    The Summary tab of the Contact Summary screen opens.

  3. Specify the following settings:
    • First Name: Eva
    • Last Name: Johnson
    • Job Title: Director of Supply Chain
  4. In the Business Account box, select STOREHUT.
  5. Swipe upward and tap Details. This expands the group of related elements.
  6. In the City box, specify New York.
  7. Make sure that in the Country box, United States of America is specified.
  8. Tap the Other tab of the screen.
  9. Tap CRM Info to expand the group of related elements.
  10. In the Contact Class box, select Supermarkets, stores, groceries.
  11. Tap the Save button to save the contact.