Logging of Communication Activities

To preserve your communication history, you may want to associate an email with the corresponding contact and store it as an email activity in MYOB Acumatica. (For details, see To Log an Email Activity.)

Enabling the following features on the Enable/Disable Features (CS100000) form gives users the capability to attach logged activities to various related entities, if applicable:

• Customer Management: The logged activity may be attached to the corresponding lead or opportunity.
• Case Management: The logged activity may be attached to the related case.
• Projects: The logged activity may be attached to the related project.
• Construction Project Management: The logged activity may be attached to the corresponding project issue or request for information.

Also, you can create a reply to an email that has already been stored in MYOB Acumatica, and the reply will also be stored as a related communication activity. If the selected email has already been stored in MYOB Acumatica as an email activity associated with the contact or with a related case or opportunity, you can initiate a reply to this email, which you will create and send by using the Email Activity (CR306015) form. To do this, click Reply on the add-in form with the contact information displayed; this will open the Email Activity form with the recipient and email subject populated automatically, and with the original email message inserted in the email body. Once you have sent the reply, the created email activity also becomes associated with the entity with which the original email is associated.