In this blog, we will learn how an Acumatica User can create a contact class in Acumatica ERP
Step1: In the main menu, select Marketing Module:
Then, under the Preference category, select the Contact Class form (CR205000), and after opening the form on the form toolbar, click the Addbutton to create a new Contact class as in Screenshot 1, 2, and 3-
Screenshot 2
Screenshot 3
Step2: 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 the Internal Check box (Screenshot 4).
After specifying the details on the form toolbar, click Save.
This is how an Acumatica user can create a Contact Class in Acumatica ERP.
Businesses in all industries can profit from the effective solution Acumatica ERP provides. It aids businesses in streamlining operations, boosting productivity, and achieving business targets. To integrate and customize Acumatica ERP for your business, please email us at info@germinit.com.