To Create a Contact by Using the Acumatica Add-In

If you want to create a new contact by using the Acumatica add-in, do the following:

1. Click Create Contact.

   The Contact Information group of elements appears on the form.

2. Optional: In the Position box, type the contact's job title or position.
3. Optional: In the Account box, select the business account that will be associated with the contact.
   Note: We recommend that you specify a business account of the customer type for any new contact. If you do not do so, then afterward you may be unable to create a case associated with this contact because the case class you specify for the case may require a customer.
4. Optional: In the Company Name box, type the business name of the contact’s company.
5. Optional: In the Source box, select the source of the contact, which can be one of the following: Web, Phone Inquiry, Referral, Purchased List, or Other.
6. In the Country box, select the country of the contact.
7. Click Create Contact to submit the specified information.

As a result, a new contact is created in MYOB Acumatica; the first and last name and the email address of the email sender or recipient are transferred to the created record. If your user account is associated with an employee record, this employee is assigned as an owner to the newly created contact. On the add-in form, you can review basic information about the created contact, such as the contact's position and company name.