Configuring the Customer Portal: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for managing cases in the MYOB Acumatica Customer Portal, and to understand (and change, if needed) the settings that affect the workflow of case management.

Mandatory Configuration in MYOB Acumatica

To ensure that the basic CRM configuration in MYOB Acumatica for managing cases in MYOB Acumatica Customer Portal has been implemented properly, make sure that the necessary features have been enabled, entities have been created, and settings have been specified, as described in the following checklist.

Form Criteria to Check
Multiple forms The CRM functionality has been implemented, as described in Configuring CRM Functionality: General Information.
Enable/Disable Features (CS100000) The following features have been enabled:
  • Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, and gives users the ability to manage sales opportunities, contacts, marketing lists, and marketing campaigns.
  • Case Management in the Customer Management group of features: This feature gives customer support personnel the ability to create support cases, assign cases to owners, and process cases.
  • Customer Portal. This feature gives users the ability to use the MYOB Acumatica Customer Portal.
  • Case Management on Portal in the Customer Portal group of features. This feature gives your customers the ability to add cases and track case processing through the Customer Portal.
  • Financials on Portal in the Customer Portal group of features. This feature gives the Customer Portal users (customers) to view the documents associated with their company accounts in MYOB Acumatica.
Activate License (SM201510) A license for the Customer Portal instance has been activated, as described in Configuring the Customer Portal: To License the Customer Portal Instance.
Contact Classes (CR205000) The needed contact classes have been created with the necessary settings, as described in Defining Contact Classes.
Business Account Classes (CR208000) The needed business account classes have been created with the necessary settings, as described in Defining Business Account Classes.
Customer Management Preferences (CR101000) On the General Settings tab, numbering sequences have been saved and default classes with the necessary settings and attributes have been specified.
Contacts (CR302000) The contact records for customer representatives and potential clients have been created and user accounts for these contacts have been created and assigned the needed roles, as described in Creating Contacts.
Business Accounts (CR303000) Business account records have been created, as described in Creating Business Accounts.
Employee Classes (EP202000) The needed employee classes have been created with the necessary settings and attributes.
Employees (EP203000) Employee records have been created in the system.
User Roles (SM201005) The needed roles have been created and assigned to the needed user accounts, as described in Managing Access to the Customer Portal: To Create Roles for Employees of a Customer.
User Types (EP202500) The needed user type has been created and assigned to the needed roles as described in Managing Access to the Customer Portal: To Create User Types for the Customer Portal.
Users (SM201010) User accounts have been created for employees and customer contacts as described in Managing Access to the Customer Portal: To Create a User Account for a Contact.

Mandatory Configuration in the MYOB Acumatica Customer Portal

Make sure that on the General Settings tab of the Portal Preferences (SP800000) form, the general settings of the Customer Portal have been specified as described in Configuring the Customer Portal: To Specify the General Settings of the Customer Portal.