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MYOB Acumatica Online Help
MYOB Acumatica Online Help
  1. Home
  2. Administration

    Configuring and maintaining MYOB Acumatica

  3. Integrations

  4. Using the Acumatica Add-In for Outlook
  5. Handling MYOB Acumatica Entities
  • Administration

    Configuring and maintaining MYOB Acumatica

    • Portal Administration Guide

    • System Administration Guide

    • Integrations

      • Integrating MYOB Acumatica with Avalara Tax Provider
      • Configuring Exception Certificate Management with Avalara
      • Integrating MYOB Acumatica with Vertex Tax Provider
      • Integrating MYOB Acumatica with Address Validation Providers
      • Integrating MYOB Acumatica with Web Map Services
      • Configuring Payment Processing
      • Integrating MYOB Acumatica with Bank Feeds
      • Configuring and Using MYOB Payments
      • Synchronizing MYOB Acumatica with Microsoft Exchange Server
      • Integrating MYOB Acumatica Forms on Your Website
      • Integrating MYOB Acumatica with Active Directory
      • Integrating MYOB Acumatica with AD FS
      • Integrating MYOB Acumatica with Microsoft Entra ID
      • Integrating MYOB Acumatica with Microsoft Teams
      • Integrating MYOB Acumatica with OpenID Identity Providers
      • Integrating MYOB Acumatica with SendGrid
      • Configuring Multifactor Authentication
      • Managing Integration with External Applications
      • Preparing Data for Import and Export by Using Scenarios
      • Configuring Import Scenarios
      • Configuring Export Scenarios
      • Configuring Scenario Mapping
      • Importing and Exporting Records by Using Scenarios
      • Using the Acumatica Add-In for Outlook
        • Overview of the Acumatica Add-In for Outlook
        • Installing and Updating the Acumatica Add-In
        • Getting Started
        • Handling MYOB Acumatica Entities
          • Record Entry
          • Review of Record Details
          • Logging of Communication Activities
          • Submitting Documents for Recognition
      • Setting Up Synchronization with Salesforce
      • Migrating Documents to MYOB Acumatica

Handling MYOB Acumatica Entities

Once you have installed the Acumatica add-in for Outlook, you can start handling various MYOB Acumatica entities, such as contacts, business accounts, cases, and opportunities; you can create new entities linked to particular emails and log your communication activities in MYOB Acumatica.

In This Chapter

  • Record Entry
  • Review of Record Details
  • Logging of Communication Activities
  • Submitting Documents for Recognition
  • Record Entry
  • Review of Record Details
  • Logging of Communication Activities
  • Submitting Documents for Recognition
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