How to create a contact class in Acumatica ERP

To create a contact class in Acumatica ERP the following steps can be followed:   

Step 1: In main menu select Marketing Module

Then under Preference category select Contact Class form (CR205000) and on open it after opening the form on the form toolbar, click the Add button to create a new Contact class, as shown in Screenshot 1, 2 and 3- 

Screenshot 1
Screenshot 2
Screenshot 3

Step 2: In the summary area Specify the following details: 

  • Class ID: The unique identifier of the lead class. 
  • Description: A brief description of the lead class. An alphanumeric string of up to 30 characters can be used. 

To prevent users of the Self-Service Portal from seeing any records from the class Select Internal Check box, as shown in screenshot 4 below- 

Screenshot 4

After specifying the details on the form toolbar click Save. 

Thus, the process follows to create a Contact Class in Acumatica ERP. For an immersive Acumatica customization and implementation consultation, mail us at   

About Us– Recognized for its X3 implementation and customization worldwide, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, and implementation competence, and third-party support add-on development, and product customizations.  With GerminIT, your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. We provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.   


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