Contacts: Configuration Prerequisites
Before you start creating contacts in MYOB Acumatica, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.
Enabling the Needed Features
On the Enable/Disable Features (CS100000) form, the following features must be enabled.
- Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
- Duplicate Validation in the Customer Management group of features: This feature provides the duplicate validation functionality.
- Outlook Integration in the Third-Party Integrations group of features: Gives you the ability to register leads and contacts by using your Microsoft Outlook account, to log your activities, and to create opportunities.
Configuring the System
Before you start creating contacts in MYOB Acumatica, you need to make sure that the following tasks have been performed:
- On the Customer Management Preferences (CR101000) form, all necessary settings have been specified and saved to the system.
- On the Contact Classes (CR205000) form, the needed contact classes with the necessary settings and attributes have been created. [1]I don't understand ... First of all, why is this a non-optional step (we are listing things that must be done)? What if the company has no interest in defining user-defined fields? (These are not settings that we are asking the reader to set up for our activities. These are settings we are telling companies to set up in their production systems.) At best, this should be an optional step, but it is not labeled as such. Also, we are referring to an entry form here. Are you really asking the reader to do something on the entry form (if so, for which contact--all of them?) or do you want some SYSTEM configuration step to be performed to cause this tab to appear?2020/08/1618:26:31-04:00
- In the Summary area of the Contacts (CR302000) form, the User-Defined Fields tab, which holds the values of attributes, has been added. <li>Optional: On the <uicontrol>Duplicate Validation Settings</uicontrol> tab of the <xref href="CR_10_10_00.dita"/> form, the <uicontrol>Validate Leads and Contacts for Duplicates on Entry</uicontrol> check box has been selected: The system will validate each new lead or contact for duplicates as soon as a user creates the record on the <xref href="CR_30_10_00.dita"/> (CR301000) or <xref href="../UserGuide/CR_30_20_00.dita"/> form.</li><li>Optional: On the <uicontrol>Duplicate Validation Settings</uicontrol> tab of the <xref href="CR_10_10_00.dita"/> form, the <uicontrol>Require Unique Email Address on Contact Validation</uicontrol> check box has been selected: The system will validate each new lead or contact email address for duplicates as soon as a user specifies the email address on the <xref href="CR_30_10_00.dita"/> or <xref href="../UserGuide/CR_30_20_00.dita"/> form and saves the lead or the contact for the first time.</li>[2]<li>Optional: On the <uicontrol>Duplicate Validat.. 2021/07/2812:22:38+03:00