Contacts

Checks for duplicate records according to the rules that have been specified for contacts on the Duplicate Validation (CR103000) form. If a duplicate has been found, the system inserts Possible Duplicate in the Duplicate box of the Summary area for the contact, and the Duplicates tab is displayed on the form.

This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Changes the status of the contact to Inactive and sets the duplicate status to Duplicated for the contact.

This command appears on the More menu only if the Duplicate Validation feature is enabled on the Enable/Disable Features form.

The command is available if the contact has the Active status.

Opens the Create Account dialog box, where you can specify the required settings for the business account to be created and create the business account.

By default, the contact record is associated with the new business account record (that is, the identifier of the business account is displayed in the Business Account box of the Summary area).

Opens the Email Activity (CR306015) form in a pop-up window. On this form, you can create an activity of the Email type that is associated with this contact.

The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity box on the Details tab of the Email Activity form.

Opens the Leads (CR301000) form in a pop-up window so that you can create a new lead.

By default, the selected contact is associated with the new lead (that is, the contact is inserted in the Contact box of the Summary area and the contact-related settings are copied to the Leads form).

Opens the Activity (CR306020) form in a pop-up window. On this form, you can create an activity of the Note type that is associated with this contact.

The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity box on the Activity form.

Opens the Opportunities (CR304000) form in a pop-up window so that you can create a new opportunity that is associated with this contact.

By default, the selected contact is associated with the new opportunity (that is, the contact is inserted in the Contact box of the Summary area of the Opportunities form).

Opens the Activity (CR306020) form in a pop-up window. On this form, you can create an activity of the Phone Call type that is associated with this contact.

The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity box on the Activity form.

The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity box on the Details tab of the Task form.

Inserts Validated in the Duplicate box in the Summary area of the current form.

This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features form.

Initiates address validation for this contact. Address validation is performed through third-party software or service integrated with MYOB Advanced.

This command is available only if the Address Validation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.

The name of the new business account.

The system initially populates this box with the value from the Account Name box in the Contact section of the Details tab. You can override this default value. If you do, the system updates the value in the Account Name box when the business account is created.

The business account class of the business account you are creating. A business account class is defined on the Business Account Classes (CR208000) form.

If the contact class selected for this contact on the CRM Info tab has a business account class specified in the Account Class ID box of the Contact Classes (CR205000) form, the system inserts this class ID. In any other case, the system inserts the default business account class, which is specified on the Customer Management Preferences (CR101000) form.

The business account class determines the settings to be used for business accounts of the class, which may include the following: the default owner, the default assignment map, the default email address settings, and additional elements to be displayed on the Attributes tab of the Business Accounts (CR303000) form and this dialog box.

You can override the default value.

The value of the attribute for the business account being created.

You must specify a value in this column if there is a row for the attribute and the Name column of the row is filled in.

The name of the user-defined field.

Required. The value of the user-defined field. The specified value will be inserted for the new business account.

If on the User-Defined Fields tab of the current form, a value has been specified for the same user-defined field, this value is inserted into this column by default, but you can override it.

Creates the business account whose settings you have specified in the dialog box and navigates to the Business Accounts form, where you can add information about the new business account, update the existing information about the business account, and view contacts and leads associated with the business account.

The system also updates the current form with the business account, inserting its identifier in the Business Account box of the Summary area.

Creates the business account whose settings you have specified. The system closes the Create Account dialog box and returns you to the current form, where it also inserts the identifier of the new business account into the Business Account box of the Summary area.

A box for searching for the company's address.

You can find the address by doing the following:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

A check box that indicates (if selected) that when you finish associating the lead and contact with each other, they will have the same contact settings.

The table below this check box lists fields that differ and their values in the lead and the contact. (Values can be considered as different if a value is specified for one entity but not the other.) If this check box is selected, you can specify in the table whether the value of the lead or the value of the contact will be used for both entities. Based on these settings, the differing settings of the lead and contact will be updated as follows:

• For any listed field for which you select the value of the lead, the value of this field for the contact will be replaced with the value specified for the lead.
• For any listed field for which you select the value of the contact, the value of this field for the lead (including an empty value) will be replaced with the value specified for the contact.

The check box is selected by default.

The field name (that is, the name of a UI element) from the Contact Info tab of the Leads form and the Details tab of the current form.

An unlabeled check box left of the field value of the lead that you select for this value to be used for both the lead and the contact.

An unlabeled check box left of the field value of the contact that you select for this value to be used for both the lead and the contact.

Closes the dialog box, associates the lead with the contact (inserting the values for these entities based on your selections), and returns you to the current form.

On the current form, the system adds a row with the summary settings of the lead on the Leads tab of the current form (thus associating the contact with the lead).

The record to be kept after the merge. You can select one of the following options:

• Current Record: The record that you are viewing on the form
• Duplicate Record: The record that you have selected in the Records for Merging table on the Duplicates tab

An unlabeled check box left of the field value of the currently viewed record that you select for this value to be kept after the merge.

If the Target Record box contains the Current Record option, this check box is selected by default if either of the following conditions is met:

• The compared fields have different values in the currently viewed record and the duplicate record.
• The field is empty for the duplicate record.

The value of the listed field in the record that is currently viewed on the form.

An unlabeled check box left of the field value of the duplicate record that you selected for this value to be kept after the merge.

If the Target Record box contains the Duplicate Record option, this check box is selected by default if either of the following conditions is met:

• The compared fields have different values in the currently viewed record and the duplicate record.
• The field is empty for the current record.

The value of the listed field in the record that you have selected in the Records for Merging table of the Duplicates tab.

Merges the records into one record and closes the dialog box.

As a result, the target record is assigned the Validated duplicate validation status and the duplicate record is assigned the Duplicated status. For the duplicate record, the UI elements that have contact information become unavailable for editing.

The unique identifier of the contact, which the system generates automatically.

When you add a new contact, leave this box blank. After you have added a new contact, the system hides the unique identifier and shows the name of the contact in this box.

The status of the contact.

You can select one of the following options:

• Active: The contact is active, meaning that it appears on all Contact lookup tables and can be specified in documents and other records.
• Inactive: The contact is inactive, meaning that it does not appear in Contact lookup tables and cannot be specified in documents and other records.

The business account that the contact is associated with.

The owner of the contact. If a workgroup has been specified on the CRM Info tab of this form, you can select the owner from only its members; if no workgroup is specified, you can select any user.

Based on the contact class of this contact (which is also specified on the CRM Info tab of the current form), the system fills in the default setting as follows, based on the option selected in the Default Owner box (in the Data Entry Settings section of the Details tab) of the Contact Classes (CR205000) form for the contact class:

• If the Do Not Change option is selected for the contact class, the system does not change the value in this box automatically.
• If the Creator option is selected for the contact class, the system fills in the user name of the user who created the current contact.
• If the From Source Entity option is selected for the contact class and this contact has been created from another entity (such as a business account), the system copies the owner and workgroup (if specified) from the source entity.
• If the Assignment Map option is selected for the contact class, the system fills in the owner based on the assignment map of the contact class. This assignment map is specified in the Data Entry Settings section of the Details tab of the Contact Classes form.

Read-only. The duplicate validation status of the record.

The default value is Not Validated, indicating that the record has not been validated yet.

If a user clicks Check for Duplicates on the More menu, the system searches for duplicates of the record and inserts one of the following:

• Possible Duplicate: The record has been validated, and at least one possible duplicate has been found.
• Validated: The record has been validated, and no duplicates have been found.
• Duplicated: The record has been closed as a duplicate, and its status has been set to Disqualified.

This box is displayed on the form only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.

The phone number and the type; you select the type (which is filled in by default) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

The state or province of the contact's mailing address.

If a list of states is available for the country that is specified in the Country box, select a state from the list, which is based on the states defined for the selected country on the Countries/States (CS204000) form.

The postal code of the contact's address.

The two-letter code representing the country of the contact’s mailing address. You can select a code from the predefined list of countries.

The system populates this box with the default country, which is defined on the Branches (CS102000) form (in the Default Country box in the Configuration Settings section of the Branch Details tab). You can override this value.

A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service.

This check box is cleared by default, read-only, and updated by the system after the address has been validated.

The check box is displayed on the form only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the individual whose contact information has been entered on this tab has given consent to the processing of the individual’s personal data.

The check box is cleared by default.

The date when the individual gave consent to personal data processing.

This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects the check box, the system inserts the current business date in the box.

This box is available if the Consented to the Processing of Personal Data check box is selected, and the current business date is specified in it by default.

The date when the individual's consent expires.

If this box is empty, the system treats the individual's consent as perpetual (that is, never expiring).

The email that the system should use as the Teams identifier for the user instead of the emails specified in the Email box of the Contact Info section of the General tab on the Employees (EP203000) form, and in the Email box of the Contact section of the General tab on the current form.

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, and Create Work Item.

To change the list of menu commands, you can add or remove activity types by using the Activity Types form.

The status of the activity.

This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .

The contact class that the contact belongs to.

A contact class, which is defined on the Contact Classes (CR205000) form, determines which additional elements are displayed on the Attributes tab of this form, so that you can enter information pertinent to the contact.

The workgroup for the contact.

If a value is selected in this box, you can select an owner (in the Summary area of the current form) from only the group members.

The source of the contact. If a contact was created from a lead, the value is copied from the lead associated with the contact.

You can select an option from the predefined list, which typically contains the following options:

• Organic Search: The contact or lead came from a search engine. For example, the person searched for your product or service by using the Google search engine.
• Campaign: The contact or lead has been created as a result of a marketing campaign (for example, opened a landing page, clicked a paid link or called in by an advertised phone number or was purchased from a marketing vendor).
• Referral: The contact or lead has been created as a result of someone recommending your organization or its products or services to the lead or contact.
• Other: The contact or lead has been created from some other source.
• Web: The contact or lead has been created as a result of visiting your website.
• Phone Inquiry: The contact or lead has been created as a result of a phone call.
• Purchased List: The contact or lead was purchased from a marketing vendor.

A check box that indicates (if selected) that the contact's details should be synchronized with Microsoft Exchange.

Synchronization is performed if the Exchange Integration feature is enabled on the Enable/Disable Features (CS100000) form, and the integration with the Microsoft Exchange Server has been configured.

The person's preferred method of contact.

The language in which the contact prefers to communicate.

By default, the system fills in the box with the locale specified for the contact's country.

This box is displayed on the form only if there are multiple active locales defined on the System Locales (SM200550) form.

An area that contains the selected image of the contact.

You can drag an image to this area or select the file with this image by clicking Browse.

The marital status of the person.

The following options are available: Single, Married, Divorced, and Widowed.

Opens the Merge Conflicts dialog box, which you use to merge the record that is selected on the form with the record that is selected in the table.

This button is available only if a record has been selected in the Records for Merging table.

The display name of the duplicate contact, which is also a link.

If you click this link, the system opens the current form with the duplicate contact selected in a new browser tab.

The identifier of the business account associated with the duplicate contact.

The ID is also a link you can click to view the business account on the Business Accounts (CR303000) form, which the system opens in a new browser tab.

Opens one of the following, depending on whether you have selected a lead or a business account in the table:

• If you have selected a lead, the Associate the Contact with the Lead dialog box, which you use to associate these records. If any contact settings for the contact and lead are different, you can direct the system to use either the lead's value or the contact's value for both entities.
• If you have selected a business account, the system associates the contact with the business account and specifies the identifier of the account in the Business Account box in the Summary area of the current form.

The display name of the duplicate record, which is also a link.

If you click this link, the system opens the record on its data entry form in a new browser tab.

The identifier of the business account.

The ID is a link you can click to view the account on the Business Accounts form, which the system opens in a new browser tab.

A check box that indicates (if selected) that this attribute is defined as required.

If the check box is selected, you must select a value for the attribute in order to save the contact.

Required. The relational role of the associated record, which describes the way it relates to the record selected on the current form. One-way and bidirectional roles are available for selection.

You can select any of the following one-way roles:

• Business User, Decision Maker, Evaluator, Related Entity, Referrer, Support Engineer, Source, Supervisor, or Technical Expert: These roles all represent contacts that are related to the record selected on the form; your organization determines how to use these informational roles. When you select any of these roles, Contact is inserted in the Type column. In this row, you need to select an existing business account (which causes the name to be inserted), a specific contact, or both, and other columns are filled in automatically.
• Source: This role indicates that the record in the row is the one from which the relation comes. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.
• Related Entity: This role indicates that the record in the row is related to the record selected on the form in some way that does not fit the other roles. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.

You can select any of the following bidirectional roles:

• Source: The record in the row is the one from which the relation comes.
• Derivative: The record in the row is the associated record selected for the relation.
• Parent: The record in the row is the primary record in the hierarchical parent-child relation.
• Child: The record in the row is the subordinate record in the hierarchical parent-child relation.

For a one-way role, the row that has the information about the relation is shown only on this tab of the current form.

For a bidirectional role, the row is shown on both this tab and the Relations tab of the creation form of the associated record (if the associated record has the Relations tab).

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

A check box that indicates (if selected) that the current row is considered the primary relation of the selected role.

This check box can be selected for multiple listed relations, but only one relation can be primary for each role.

This check box is informational; no system functionality is connected to its use.

Required. The type of the associated record.

This box contains one of the following options:

• AP Invoice: An AP invoice created on the Bills and Adjustments (AP301000) form
• AR Invoice: An AR invoice created on the Invoices and Memos (AR301000) form
• Business Account: A business account created on the Business Accounts (CR303000) form
• Campaign: A marketing campaign created on the Marketing Campaigns (CR202000) form
• Case: A case created on the Cases (CR306000) form
• Contact: A contact created on the Contacts (CR302000) form
• Customer: A customer created on the Customers (AR303000) form
• Employee: An employee created on the Employees (EP203000) form
• Expense Receipt: An expense receipt created on the Expense Receipts (EP301010) form
• Lead: A lead created on the Leads (CR301000) form
• Opportunity: An opportunity created on the Opportunities (CR304000) form
• Purchase Order: A purchase created on the Purchase Orders (PO301000) form
• Sales Order: A sales order created on the Sales Orders (SO301000) form
• Sales Quote: A sales quote created on the Sales Quotes (CR304500) form
• Vendor: A vendor created on the Vendors (AP303000) form

Depending on the role selected for this row, you select the type of the record as follows:

• For any one-way role except Related Entity, only the Contact type can be selected.
• For Related Entity or any bidirectional role, all options listed above are available for selection.

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

The identifier or display name (or both) of the document (that is, record) related to the record selected on the current form. The lookup table includes the documents or records of the type that is selected in the Type column of this row. Once this column has been filled in, the specified document becomes a link that you can click to open the record on its creation form in a pop-up window.

This column is available for editing only if a bidirectional role or Related Entity is selected in the Role column.

If the selected type is Customer or Vendor, the list of customers or vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Visibility of Customer Records and Visibility of Vendor Records.

The identifier of the business account associated with the selected record (if a record has the associated business account).

The specified identifier becomes a link that can be clicked to open the business account on the Business Accounts form in a pop-up window.

The name of the business account.

The name is inserted by the system if a business account is selected for the row.

The contact associated with the role (if the Type is Contact) or the contact associated with the record selected in the Document column.

The specified contact becomes a link that you can click to open the contact on the Contacts form in a pop-up window.

You can change the contact if in this column, the Lead, Business Account, or Customer option is selected.

A check box that indicates (if selected) that the contact should receive a copy of emails.

If a bidirectional role is selected in the Role column of a row, on the Relations tab of the creation form of the associated record the check box is cleared for the corresponding row.

The link that displays the name of the lead.

You can click the link to open the lead in a pop-up window on the Leads (CR301000) form and view the details of the lead.

The phone number of the lead.

The default value is transferred from the related lead record. The available values are: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, Home Fax. By default, the system fills in the box with the Business 1 value.

The status of the lead.

The status can be one of the following:

• New: The lead has been created, but no work has been done on it yet.
• Open: The lead is being worked on by the marketing team or lead qualification personnel.
• Sales-Ready: The lead has been qualified by the marketing team or lead qualification personnel as showing more interest in the organization's products or services than other leads show.
• Sales-Accepted: The lead has been initially reviewed and accepted by the lead qualification team, and the sales team will perform further qualification.
• Converted: The lead has been qualified and converted to an opportunity. If the lead has this status, most of the UI elements on the form are read-only.
• Suspended: This obsolete status is no longer used in the lead qualification workflow, and it cannot be selected. If a previously created lead has the Suspended status, you can change this status to any status that is available in the lead qualification workflow during lead processing.
• Disqualified: The lead has shown no interest in the organization's products or services or is not reachable (for example, the contact information is not valid). Some organizations may also use this status for duplicate leads.

The identifier of the opportunity.

You can click the identifier, which is also a link, to open the opportunity in a pop-up window on the Opportunities (CR304000) form and view the details of the opportunity.

The current stage of the opportunity.

The list of available options is determined by the settings specified for the opportunity class on the Stages tab of the Opportunity Classes (CR209000) form.

The column may contain any of the following predefined stages, as well as any custom stage that has been defined for the opportunity class:

• Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services.
• Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads.
• Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services.
• Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable).
• Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services.
• Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage.
• Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal.
• Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.

The unique identifier assigned to the case.

You can click the identifier, which is also a link, to open the case in a pop-up window on the Cases (CR306000) form and view the details of the case.

The status of the case.

This box contains one of the following options:

• New: The case has been created in the system, but no work has been done on it yet. A case with this status can have the Unassigned, Assigned, or Opened on Portal reason.
• Open: The case is being worked on by the support team. A case with this status can have any of the following reasons: Assigned, In Process, Updated, In Escalation, or Pending Closure. If the case has been reopened by an incoming email, this status can also be assigned to the case along with the Updated reason.
• Pending Customer: The support team is waiting for feedback or a response from a customer. A case with this status can have any of the following reasons: More Info Requested, Waiting Confirmation, or Pending Closure.
• Closed: The customer's problem has been resolved, a solution has been found, or no further work is expected to be done on the case. A case with this status can have any of the following reasons: Resolved, Rejected, Canceled, Abandoned, or Duplicate.
• Released: The AR invoice for the work performed has been generated for the customer on the Invoices and Memos (AR301000) form. A case with this status can have any of the following reasons: Resolved, Rejected, Canceled, Abandoned, or Duplicate.

The reason for the status of the case.

A user working with the case on the Cases form selected the reason from the set of available options for the status or the action the user took to change the status.

The reason can be one of the following:

• Unassigned: The new case has not been assigned to an owner.
• Assigned: The new case has been assigned to an owner.
• Opened on Portal: The new case was created in the MYOB Advanced Customer Portal.
• In Process: The case is being worked on.
• Updated: The case has been updated with new details or changed settings.
• In Escalation: The case has been escalated.
• Pending Closure: The case is ready to be closed by the customer.
• More Info Requested: A request for additional information has been sent to the customer in order to find a solution to the case.
• Waiting Confirmation: A solution to the case has been found; the case is ready for closure and is awaiting confirmation from the customer.
• Resolved: The case has been resolved.
• Rejected: The case has been rejected by the owner of the case.
• Canceled: The case has been canceled by the customer.
• Abandoned: The case has been left without any answer from the customer for a long time.
• Duplicate: The case is a duplicate of another case with the same problem from the same customer.

The identifier is also a link that you can click to open the Marketing Campaigns (CR202000) form in a pop-up window and view the settings of the campaign.

The name of the marketing campaign.

The unique identifier of the marketing list included in the campaign and through which the contact became a member of the campaign. If the contact was added to the campaign manually, this column is blank.

The start date of the campaign.

The end date of the campaign.

The promotion code used in the campaign.

The name of the person to whom the campaign is assigned.

The type of the contact when it was used in the marketing campaign. The contact can have one of the following types: Contact, Sales Person, Business Account, Lead, or Employee.

The legal business name of the company for the business account the contact is associated with.

The phone number of the contact.

The date when the contact was added to the campaign either manually or through the addition of its marketing list.

Contains a menu with commands that you can click to change the subscription status of the contact.

The menu has the following commands:

• Subscribe All: Subscribes the contact to the lists in the table as follows:
  • If you click the menu command without first filtering records, subscribes the contact to all the lists on the tab
  • If you select a filter in the box on the table toolbar (if any filters have been defined on the tab) and then click the menu command, subscribes the contact to all the lists that are shown after selection of the filter
• Unsubscribe All: Unsubscribes the contact from the lists in the table as follows:
  • If you click the menu command without first filtering records, unsubscribes the contact from all the lists on the tab
  • If you select a filter in the box on the table toolbar (if any filters have been defined on the tab) and then click the menu command, unsubscribes the contact from all the lists that are shown after selection of the filter

A check box that indicates (if selected) that the contact is subscribed to the marketing list.

Marketing lists with this check box selected are displayed at the top of the list. The rest of the marketing lists are sorted by the Marketing List ID setting in the ascending order.

The name of the marketing list.

The system populates this column based on the value selected in the Marketing List ID column.

The type of the marketing list.

The list can be assigned either of the following types:

• Dynamic: The system updates the list of members using the generic inquiry specified in the Generic Inquiry box of the Marketing Lists form for the list as the data source.
• Static: You can add and modify the set of members in the list manually or by using the Add Members menu of the table toolbar of the Marketing Lists form.

The notification template that is used to generate emails for the mailing.

For each mailing, either a report or a template may be specified.

The format in which the document based on the report will be send to the contact (if the mailing uses a report rather than a template).

The following options are available: PDF, HTML, and Excel.

A check box that indicates (if selected) that this mailing is active.

Only active mailings are used to generate emails.

The status of the user account.

The following options are available:

• Not Created: The selected contact is not associated with any user account.
• Pending Activation: The new user account is awaiting activation.
• Active: The user account is active.
• Online: The user is signed in to the system.
• Disabled: The user account is disabled.
• Temporarily Locked: The user account is temporarily locked out.

The password the new user should use when initially signing in.

This box is displayed (and is required) for newly added users and is available only if you clear the Generate Password check box.

A check box that you select to have the system generate the password automatically.

This check box is displayed only for newly added users. The information to sign in will be sent to the user's email address when you save the user account.

Opens a dialog box to let you reset the password for the selected user.

This button appears on the form after the user account has been created.

Activates the new user account if the account requires activation.

This button appears on the form only if the user account has the Pending Activation status.

Enables the selected user account.

This button appears on the form only if the user account for the contact is disabled.

Temporarily disables the selected user account.

This button appears on the form only if the user accounts for the contact is enabled.

Unlocks the selected user account.

This button appears on the form if the account has been temporarily locked.

Synchronizes the data with Salesforce.

This button is available if the Salesforce Sync data provider is marked active on the Data Providers (SM206015) form and only for entities listed on the Salesforce Sync (SF205020) form.

The synchronization status of the record.

The following options are available:

• Modified Locally: The record was modified in MYOB Advanced, and then the data was synchronized with the external system.
• Modified Externally: The record was modified in the external system, and then the data was synchronized with MYOB Advanced.
• Synchronized: The record was created or deleted in one of the systems, and then the data was synchronized with the other system.

The operation that modified the record data.

The following options are available: Update, Insert, and Delete.

Synchronizes the data with HubSpot.

During this synchronization, the system checks whether there are any data changes in either HubSpot or MYOB Advanced. Then the system either pulls the data from HubSpot or pushes the data to HubSpot from MYOB Advanced, so that the latest version is used for both entities. If there are data changes in both HubSpot and MYOB Advanced, then the system checks what is set as the master source for the entity type in the Master Source column on the HubSpot Sync (HS205020) form and applies the changes from the master source.

This button is available if the HubSpot Sync data provider is marked active on the Data Providers (SM206015) form and only for entity types listed on the HubSpot Sync form.

Pushes the data from MYOB Advanced to HubSpot for the selected record (that is, the record you clicked in the table before clicking this button).

While pushing the data, the system replaces the current version of the item in HubSpot with the selected item from MYOB Advanced.

Pulls the data from HubSpot to MYOB Advanced for the selected record.

While pulling the data, the system replaces the current version of the item in MYOB Advanced with the selected item from HubSpot.

The external reference number of the corresponding synchronized record in HubSpot.

The synchronization status of the record.

This box contains one of the following options:

• Synchronized: The record was created or deleted in one of the systems and then the data was synchronized with the other system.
• Pending Sync: The record is pending synchronization.
• Skipped: The synchronization of the record was skipped.