To Log an Email Activity

To associate an email with the corresponding record and store it as an email activity in MYOB Acumatica, do the following:
  1. On the add-in form with the contact information displayed, click Log Activity.

    The Log Activity group of elements appears on the form.

  2. In the Subject box, specify the subject of your communication with the contact. By default, the subject of the selected email is specified in this box.
  3. Select the record that you want to associate your email activity with, as follows:
    • Select the Contact check box if you want the email activity that will be created based on the selected email to be associated with a contact, and then select the needed contact in the Person box. By default, the contact associated with the email sender is specified in this box.
    • Select the Case check box if you want the email activity to be associated with a case, and then select the needed case in the Entity box.

      You can associate an email with a case only if the system finds an existing case that has been associated with a contact or a business account of a contact. If no cases have been found, the Case check box is unavailable.

      The Case check box appears on the add-in form only if the Case Management feature is enabled on the Enable/Disable Features (CS100000) form.

    • Select the Opportunity check box if you want the email activity to be associated with an opportunity, and then select the needed opportunity in the Entity box.

      You can associate an email with an opportunity only if the system finds an existing opportunity that has been associated with a contact or a business account of a contact. If no opportunities have been found, the Opportunity check box is unavailable.

    • Select the Project check box if you want the email activity to be associated with a project, and then select the needed project in the Entity box.

      The Project check box appears only if the Projects feature is enabled on the Enable/Disable Features form.

    • Select the Request for Information check box if you want the email activity to be associated with a request for information, and then select the needed request for information in the Entity box.

      The Request for Information check box appears only if the Construction Project Management feature is enabled on the Enable/Disable Features form.

    • Select the Project Issue check box if you want the email activity to be associated with a project issue, and then select the needed project issue in the Entity box.

      The Project Issue check box appears only if the Construction Project Management feature is enabled on the Enable/Disable Features form.

  4. In the Encoding box, select the encoding used for the selected email, so that the email message will be correctly stored in MYOB Acumatica.
  5. Click Create.

As a result, an email activity is created in MYOB Acumatica based on the selected email; this activity is associated with the entity that you have specified.