Business Accounts

Checks for duplicate records according to the rules configured for business accounts on the Duplicate Validation (CR103000) form.

If a duplicate has been found, Possible Duplicate is inserted in the Duplicate box of the CRM Info tab (CRM section), and the Duplicates tab appears 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 business account to Inactive and sets the value in the Duplicate box to Duplicate.

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

Extends the business account of the Business Account or Vendor type to also be a customer account.

The system navigates to the Customers form and populates the relevant elements of the form with the settings of the business account; you can add settings of the customer. When you save the newly created customer, the type of the business account changes to Customer or Customer & Vendor.

Extends the business account of the Business Account or Customer type to also be a vendor account.

The system navigates to the Vendors form and populates the relevant elements of the form with the settings of the business account; you can add settings of the vendor. When you save the newly created vendor, the type of the business account changes to Vendor or Customer & Vendor.

Inserts Validated in the Duplicate box on the CRM Info tab of this form.

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

Validates the addresses of business accounts through integration with third-party software or service.

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

You must specify a value in this box to create a contact.

The type and the phone number for the contact; 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.

There are two elements to enter phone number types and phone numbers for the contact.

The contact class of the contact.

When you select the contact class, which is defined on the Contact Classes (CR205000) form, the system copies the class settings to the contact being created. These settings may include the following: the default owner, the default assignment map, and additional elements to be displayed on the Attributes and User-Defined Fields tabs of the Contacts form and this dialog box.

By default, the system copies the value (if any) from the Default Contact Class box of the General tab (Data Entry Settings section) of the Customer Management Preferences form.

The value of the attribute for the contact 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.

To be listed in this table, the user-defined field must be listed and defined as required on the Contacts form.

Required. The value of the user-defined field to be inserted for the new contact.

If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column.

Creates the contact on the Contacts (CR302000) form, navigates to this form, and populates the newly created contact with the settings you have specified. You can add information and update the existing information about the contact.

On the Contacts tab of the current form, the system also inserts a row for the newly created contact. In the Contact column of the row, the contact name is a link you can click to view the contact on the Contacts form.

Creates the contact whose settings you have specified.

The system closes the Create Contact dialog box and returns you to the current form. On the Contacts tab, the system also inserts a row for the newly created contact. In the Contact column of the row, the contact name is a link you can click to view the contact on the Contacts form.

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.

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

The field name (that is, the name of a UI element) with conflicting values in the currently viewed record and the duplicate record.

These UI elements are located on the Contact Info tab of the Leads (CR301000) form, the Details tab of the Contacts (CR302000) form, and the General tab of the current form.

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 identifier of the business account.

The format and numbering of the identifiers for business accounts can be changed on the Segmented Keys (CS202000) form.

The customer status of the business account.

You can select one of the following options:

• Prospect: The business account is a prospective customer that may be interested in signing a contract but has not made a purchase from your company yet.

  This option is available for selection if the business account has the Business Account type.

• Active: The business account is an active customer (that is, it has purchased products or services from your company); it appears in all Business Account lookup tables and can be specified in documents and other records.

  This option is available for selection if the business account has the Customer or Customer & Vendor type.

• On Hold: The business account (and the corresponding customer account, if applicable) is temporarily on hold.

  The business account and the associated customer cannot be specified in documents and other records, and they do not appear in lookup tables for the Business Account and Customer element.

• Inactive: The business account (and the associated customer, if applicable) is inactive, which might be the case if the prospective customer is no longer interested in the company or if the business account or customer is no longer doing business. The business account and the associated customer cannot be specified in documents and other records, and they do not appear in lookup tables for the Business Account and Customer element. Any existing document or record with the inactive account or customer specified cannot be processed; any attempt to modify the document or record results in an error.
• One-Time: The business account that is purchasing from the company only once. The account becomes inactive after all the payments for this sale have been received.

  This option is available for selection if the business account has the Customer or Customer & Vendor type.

• Credit Hold: The business account (which is a customer) has been put on credit hold, which prevents users from creating any new sales orders for the customer.

  This option is available for selection if the business account has the Customer or Customer & Vendor type.

The person assigned to work with the business account.

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 class of this business account, the system can fill in a default value in this box. The value is based on the option selected on the Business Account Classes (CR208000) form for the business account class (in the Default Owner box of the Data Entry Settings section).

The business account class of the business account.

A business account class, which is defined on the Business Account Classes form, determines the settings to be used for business accounts of the class, which may include the following: the default owner, the default assignment map, default email address settings, and additional settings to be displayed on the Attributes tab of the current form.

The name of the business account that is used in system documents, records, and reports. The account name may be a trade name or a doing-business-as (DBA) name.

If the business account is extended as customer or vendor, the system inserts the same name as the name of the customer or vendor and it cannot be changed. The system shows the account name of the business account in the Account Name box on the General tab of the Customers (AR303000) or Vendors (AP303000) form, respectively.

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 postal or zip code of the business account's address.

An input validation mask can be set for the country's postal codes on the Countries/States (CS204000) form.

The two-letter code representing the country of the business account’s address.

You can select a code from the predefined list of countries. By default, the system populates this box with the value specified in the Default Country box of the Branches (CS102000) form (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 third-party software or service.

The check box is displayed on the form only if the Address Validation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.

The type and the phone number for the business account; 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.

There are three elements to enter phone number types and phone numbers for the business account.

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 given name of the primary contact (person) associated with the business account.

The box is displayed on the form if there are no contacts associated with the business account.

The family name of the primary contact associated with the business account.

The box is displayed on the form if there are no contacts associated with the business account.

The full name of the primary contact associated with the business account.

The box is displayed on the form if a business account has one or more contacts associated with it.

The type and the phone number for the primary contact; 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.

There are two elements to enter phone number types and phone numbers for the primary contact.

A check box that indicates (if selected) that the primary contact (person) 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 this check box, the system inserts the current business date in the box.

The date when the individual's consent expires.

If this box is empty, the system considers the individual's consent to be perpetual.

The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features form.

Read-only. The type of the business account, which can be one of the following:

• Business Account: A prospective customer account that has not been extended as customer or vendor yet
• Customer: A business account of a customer
• Vendor: A business account of a vendor
• Customer & Vendor: An account for a business that is both your customer and your vendor

The parent business account—that is, the business account of the parent company, if applicable. Leave the box blank if this is an independent account. The value, if specified, is used for information only.

By clicking the Edit button right of the box, you can open the parent business account record on the Business Accounts (CR303000) form.

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

This box contains one of the following options:

• Not Validated: The record is new, and it has not been validated.
• 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.

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

The person's preferred method of contact.

The following options are available: Any, Email, Mail, Fax, and Phone.

The language in which the contacts of the business account prefer to communicate.

If the business account has been created from a contact the system fills in the box with the locale specified for the contact. Otherwise, the system uses a locale associated with the country selected in the Country box of the Account Address section (General tab).

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

The currency of the business account.

When you create a business account and select a business account class, the currency of the class is copied from the Currency ID box on the Business Account Classes (CR208000) form to this box.

You can override the currency of the business account if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form and at least one currency that differs from the base currency is set up to be used for accounting on the Currencies (CM202000) form.

A check box that indicates (if selected) that you can override the currency of the business account on the current form.

When you select a business account class, the state of the check box for the class is copied to this check box. You can override the default state of the check box.

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 identifier of the duplicate business account.

The ID is also a link you can click to view the duplicate business account on the current form, which the system opens in a new browser tab.

The customer status of the business account, which can be one of the following:

• Prospect: The business account is a prospective customer that may be interested in signing a contract but has not made a purchase from your company yet.
• Active: The business account is an active customer (that is, has purchased products or services from your company).
• On Hold: The business account (and the corresponding customer account, if applicable) is temporarily on hold.
• Credit Hold: The business account (which is a customer) has been put on credit hold, which prevents users from creating any new sales orders for the customer.
• One-Time: The business account that is purchasing from the company only once. The account becomes inactive after all the payments for this sale have been received.
• Inactive: The business account (and the associated customer, if applicable) is inactive.

The name of the attribute used for the business account.

Read-only. A check box that indicates (if selected) that this attribute is required.

The state of this check box is copied from the Attributes tab of the Business Account Classes form.

The value of the attribute for the business account.

If the Required check box is selected for the attribute, you must specify the value of this attribute.

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 .

Makes the selected contact a primary contact for the business account.

The settings of the primary contact are displayed on the General tab of the current form (Primary Contact and Contact's Personal Data Privacy sections).

This button is available if you have selected a contact that is not primary in the table.

The check box that indicates (if selected) that the person is the primary contact for the business account.

The settings of the primary contact are displayed on the General tab of the current form (Primary Contact and Contact Personal Data Privacy sections).

An identifier of a business account location.

You can click this link to view all the settings of the business account location on the Account Locations (CR303010) form.

A check box that indicates (if selected) that the location is the default location of the business account.

You cannot directly select or clear this check box. When you change the default location by selecting a location and clicking Set as Default, the check boxes of the appropriate locations are selected or cleared.

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.

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 location's postal code.

An input mask can be set for the country's postal codes. Provide a valid code that matches the input mask (if any).

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

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

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

The type and the phone number for the shipping address; 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.

There are three elements to enter phone number types and phone numbers for the shipping address.

The branch of your company that will be used to ship the goods to the prospective customer.

The price class that is associated with the business account. A price class, defined on the Customer Price Classes (AR208000) form, indicates the price level offered to the customer and can be used as a condition to be met for a discount application.

This box is available only for business accounts whose type is Prospect or Customer.

The tax zone of the default business account location.

If the business account has the Prospect type and is created from an opportunity, the account's tax zone is by default set to the tax zone specified for the opportunity (if any). You can override the default value.

If the business account has the Vendor type and a new tax zone is specified for the corresponding vendor, the account's tax zone is automatically set to the tax zone of the vendor.

The tax calculation mode of the business account location.

The corresponding entity usage type.

The setting is sent to Avalara to specify the reason for tax exemption in a document with the current business account or account location if integration with Avalara is configured. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

This box is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features form.

The warehouse used for shipping goods to this customer.

This box appears if the Multiple Warehouses or Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS1000000) form.

The way shipments for orders should be created by default for this customer. The default value is copied from the Shipping Rule box on the Branches (CS102000) form. You can override the default option and select one of the following:

• Ship Complete: The shipment can be created only if all the goods on the order are available for shipping.
• Back Order Allowed: If the quantity of the goods is not sufficient for order fulfillment, or some of the line items are not currently available, a back order should be created.
• Cancel Remainder: The shipment is created for any quantity of the items, and the remainder of the order is canceled.

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.

A link that displays the name of the lead associated with the business account.

You can click the link to open in a pop-up window the Leads (CR301000) form, so that you can view the settings of the lead.

The status of the lead.

The lead can be assigned one of the following statuses:

• 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 stage of the opportunity.

The following predefined options may be available, 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 status of the opportunity.

This box contains one of the following options:

• New: The opportunity has been created, but no work has been done on it yet.
• Open: The opportunity is being worked on by a sales team.
• Won: The deal has been successfully closed.
• Lost: The deal has been canceled.

The status of the case associated with the business account.

This column 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 why the status of the case has been changed.

The reason (and its corresponding status or statuses) can be one of the following:

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

The order's status, which is assigned automatically.

The following options are possible: Open, On Hold, Pending Approval, Rejected, Pending Processing, Awaiting Payment, Credit Hold, Completed, Canceled, Back Order, Shipping, Invoiced, and Risk Hold.

The marketing campaign in which the business account is a member.

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 business account became a member of the campaign. If the account was added to the campaign manually, this column is empty.

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 entity that was used in the campaign, if the business account has been created based on that entity. The type can be one of the following: Contact, Sales Person, Business Account, Employee, or Lead.

The name of the current business account or business account of other entity that was used in the campaign, if the business account has been created based on that entity.

The phone number of the business account or other entity that was used in the campaign, if the business account has been created based on that entity.

The date and time when the business account or other entity (if the business account has been created based on it) 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 business account.

The menu has the following commands:

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

A check box that indicates (if selected) that the business account 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 marketing list in which the business account is a member. The ID is also a link; if you click this link, the system opens the Marketing Lists (CR204000) form in a pop-up window, so that you can view the settings of the marketing list.

The name of the marketing list.

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 add and modify the set of members in the list manually or by using the Add Members menu on the table toolbar of the Marketing Lists form to select the data source for the list.

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.

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

Emails will be sent for only active mailings.

The format in which the report, if a report is used, will be sent by default if a recipient has no preferences.

One of the following options may be selected: HTML, Excel, or PDF.

The way the system specifies recipients in the generated email.

The following options are available:

• Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Recipients table on this tab. The Recipients table is populated with the values specified for the business account class on the Mailing & Printing tab of the Business Account Classes (CR208000) form, and you can add any number of extra recipients to the table.
• Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Recipients table on this tab. With this option selected, you can modify the list of recipients in the Recipients table as needed. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

A check box that indicates (if selected) that this contact or contact type is active.

Only active recipients will receive emails for the mailing.

The type of contact to receive the mailing.

This box contains one of the following options:

• Account Email: The contact specified as the business account's primary contact
• Employee: The employee of your company who handles the documents of sales contacts
• Contact: The contact specified as the business account's contact
• Account Location Email: The contact specified as the business account's shipping contact

The mailing recipient.

A recipient can be specified only if Contact or Employee has been specified in the Contact Type column. This recipient will by default receive emails with documents of all business account of the class.

The format in which the document (formatted according to the selected report if applicable) will be sent for recipients of this type by default.

One of the following options may be specified: HTML, Excel, or PDF.