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Contacts

Form ID: (CR302000)

On this form, you can create a new contact record, or view and modify the settings of an existing contact record. In Acumatica ERP, a contact represents a person. A contact record can have multiple settings, such as a name, address, and contact information, such as an email address and phone number.

This form is available only if the Customer Management feature is enabled on the Enable/Disable Features (CS100000) form.



In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
Check for Duplicates Checks for duplicate records according to the rules that have been specified for contacts on the Duplicate Validation (CR103000) form. If a duplicate has been found, the system inserts Possible Duplicate in the Duplicate box of the Summary area for the contact, and the Duplicates tab is displayed on the form.
This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Close as Duplicate
Changes the status of the contact to Inactive and sets the duplicate status to Duplicated for the contact.
This command appears on the More menu only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
The command is available if the contact has the Active status.
Create Account Opens the Create Account dialog box, where you can specify the required settings for the business account to be created and create the business account.
By default, the contact record is associated with the new business account record (that is, the identifier of the business account is displayed in the Business Account box of the Summary area).
Create Case Opens the Cases (CR306000) form in a pop-up window. On this form, you can create a case that is associated with this contact.
Create Email Opens the Email Activity (CR306015) form in a pop-up window. On this form, you can create an activity of the Email type that is associated with this contact.
The systems inserts Contact in the Related Entity Type box and the contact ID both in the Related Entity box in the Summary area and in the Related Contact box on the Details tab of the Email Activity (CR306015) form.
If a business account is selected for the contact, the system inserts it to the Related Account box on the Details tab of the Email Activity (CR306015) form.
Create Lead Opens the Leads (CR301000) form in a pop-up window so that you can create a new lead.
By default, the selected contact is associated with the new lead (that is, the contact is inserted in the Contact box of the Summary area and the contact-related settings are copied to the Leads (CR301000) form).
Create Note Opens the Activity (CR306010) form in a pop-up window. On this form, you can create an activity of the Note type that is associated with this contact.
The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity box on the Details tab of the Activity (CR306010) form.
If a business account is selected for the contact, the system inserts its value to the Related Account box on the Details tab of the Activity (CR306010) form.
Create Opportunity Opens the Opportunities (CR304000) form in a pop-up window so that you can create a new opportunity that is associated with this contact.
By default, the selected contact is associated with the new opportunity (that is, the contact is inserted in the Contact box of the Summary area of the Opportunities (CR304000) form).
Create Phone Call Opens the Activity (CR306010) form in a pop-up window. On this form, you can create an activity of the Phone Call type that is associated with this contact.
The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity and Related Contact boxes on the Details tab of the Activity (CR306010) form.
If a business account is selected for the contact, the system inserts its value to the Related Account box on the Details tab of the Activity (CR306010) form.
Create Task Opens the Task (CR306020) form in a pop-up window. On this form, you can create a task that is associated with this contact.The systems inserts Contact in the Related Entity Type box and the contact ID in the Related Entity and the Related Contactboxes on the Details tab of the Task (CR306020) form.
If a business account is selected for the contact, the system inserts its value to the Related Account box on the Details tab of the Activity (CR306010) form.
Mark as Validated Inserts Validated in the Duplicate box in the Summary area of the current form.
This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Validate Address Initiates address validation for this contact. Address validation is performed through third-party software or service integrated with Acumatica ERP.
This command is available only if the Address Validation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.

Back to TopCreate Account Dialog Box

By using this dialog box, you can enter the initial data that the system will use to create the business account that will be associated with the currently selected contact. You open the dialog box by clicking Create Account on the More menu of the form.

Create Account Dialog Box: Main Tab

On this tab of the dialog box, you specify the settings of the business account you are creating and associating with the contact.

Element Description
Business Account ID Required. The identifier to be used for the new business account.
Business Account Name The name of the new business account.
The system initially populates this box with the value from the Account Name box in the Contact section of the General tab. You can override this default value. If you do, the system updates the value in the Account Name box when the business account is created.
Business Account Class The business account class of the business account you are creating. A business account class is defined on the Business Account Classes (CR208000) form and may include default settings, such as the default owner and assignment map, which are applied to business accounts of this class. You select a business account class if you want the system to apply these settings when creating a business account on the Business Accounts (CR303000) form.
If the contact class selected for this contact in the Summary area has a business account class specified in the Business Account Class box of the Contact Classes (CR205000) form, the system inserts this class ID. In any other case, the system inserts the default business account class, which is specified on the Customer Management Preferences (CR101000) form.
You can override the default value.

Create Account Dialog Box: Attributes Tab

On this tab of the dialog box, you specify any required attributes of the business account. An attribute is required if the Required check box is selected on the Business Account Classes (CR208000) form for the business account class selected on the Main tab of this dialog box.

Column Description
Name Read-only. The name of a required attribute of the business account that you are creating by using this dialog box.
Value The value of the attribute for the business account being created.
You must specify a value in this column if there is a row for the attribute and the Name column of the row is filled in.

Create Account Dialog Box: User-Defined Fields Tab

On this tab of the dialog box, you can specify the values of the user-defined fields of the business account that are defined as being required on the Business Accounts (CR303000) form.

Column Description
Name The name of the user-defined field.
Value Required. The value of the user-defined field. The specified value will be inserted for the new business account.
If a default value has been specified in the Manage User-Defined Fields dialog box on the Business Accounts (CR303000) form for the user-defined field in this row, that value is automatically inserted in this column.

Create Account Dialog Box: Buttons

Button Description
Create and Review Creates the business account whose settings you have specified in the dialog box and navigates to the Business Accounts (CR303000) form, where you can add information about the new business account, update the existing information about the business account, and view contacts and leads associated with the business account.
The system also updates the current form with the business account, inserting its identifier in the Business Account box of the Summary area.
Create Creates the business account whose settings you have specified. The system closes the Create Account dialog box and returns you to the current form, where it also inserts the identifier of the new business account into the Business Account box of the Summary area.
Cancel Closes the dialog box and cancels the process of creating a business account associated with the contact.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

This area contains the summary settings of the contact, such as its status and owner. In the Contact box, you can select an existing contact to view and edit its settings.

Element Description
Contact The unique identifier of the contact, which the system generates automatically.
When you add a new contact, leave this box blank. After you have added a new contact, the system hides the unique identifier and shows the name of the contact in this box.
Status The status of the contact.
You can select one of the following options:
  • Active: The contact is active, meaning that it appears on all Contact lookup tables and can be specified in documents and other records.
  • Inactive: The contact is inactive, meaning that it does not appear in Contact lookup tables and cannot be specified in documents and other records.
Contact Class The contact class that the contact belongs to.
A contact class, which is defined on the Contact Classes (CR205000) form, determines which default settings are applied to the contact of this class, such as the default owner, assignment map, attributes.
Business Account The business account that the contact is associated with.
Owner The owner of the contact. If a workgroup has been specified on the General tab of this form, you can select the owner from only its members; if no workgroup is specified, you can select any user.
The system fills in the default setting as follows, based on the option selected in the Default Owner box (in the Data Entry Settings section of the Details tab) of the Contact Classes (CR205000) form for the contact class:
  • If the Do Not Change option is selected for the contact class, the system does not change the value in this box automatically.
  • If the Creator option is selected for the contact class, the system fills in the username of the user who created the current contact.
  • If the From Source Entity option is selected for the contact class and this contact has been created from another entity (such as a business account), the system copies the owner and workgroup (if specified) from the source entity.
  • If the Assignment Map option is selected for the contact class, the system fills in the owner based on the assignment map of the contact class. This assignment map is specified in the Assignment Map box on the Details tab of the Contact Classes (CR205000) form.
Duplicate Read-only. The duplicate validation status of the record.
The default value is Not Validated, indicating that the record has not been validated yet.
If a user clicks Check for Duplicates on the More menu, the system searches for duplicates of the record and inserts one of the following:
  • Possible Duplicate: The record has been validated, and at least one possible duplicate has been found.
  • Validated: The record has been validated, and no duplicates have been found.
  • Duplicated: The record has been closed as a duplicate, and its status has been set to Disqualified.
This box is displayed on the form only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopGeneral Tab

This tab contains the name of the contact, the contact information, and the address settings of the contact. The elements of this tab are summarized below.

Contact information

refers to the values in all the UI elements on the General tab.

Contact Section

Element Description
First Name The first name of the person.
Last Name Required, The last name of the person.
Account Name The legal business name of the person’s company.
Job Title The person’s job title or position.
Email The email address of the contact.
Type and Phone Number The phone number and the type; you select the type (which is filled in by default) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.
There are two elements where you can enter phone number types and phone numbers of the contact.
Web The URL of the website associated with the contact, if applicable.

Address Section

Element Description
Override Address A check box that indicates (if selected) that the contact’s address settings on the current form can differ from the address settings of the business account. If the check box is cleared, the address settings on the current form and on the Business Accounts (CR303000) form for the associated business account are synchronized (the address settings are inherited from the Business Accounts (CR303000) form).If you create a contact manually on the current form, the check box is selected by default.
View on Map Opens the address on the map. The system uses the map specified on the Site Preferences (SM200505) form. The map opens in a new browser tab.
This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the contact’s address.
Address Line 2 The second line of the contact’s address, if necessary.
City The city of the contact’s mailing address.
State The state or province of the contact’s mailing address.
If a list of states is available for the country that is specified in the Country box, select a state from the list, which is based on the states defined for the selected country on the Countries/States (CS204000) form.
Postal Code The postal code of the contact’s address.
Country The two-letter code representing the country of the contact’s mailing address. You can select a code from the predefined list of countries.
The system populates this box with the default country, which is defined on the Branches (CS102000) form (in the Default Country box in the Configuration Settings section of the Branch Details tab). You can override this value.
Validated A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service.
This check box is cleared by default, read-only, and updated by the system after the address has been validated.
The check box is displayed on the form only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Personal Info Section

Element Description
Date of Birth The birth date of the person. You can select the value from the calendar.
Gender The gender of the person: Male or Female.
Marital Status The marital status of the person.
The following options are available: Single, Married, Divorced, and Widowed.
Spouse/Partner Name The name of the person’s spouse or partner.

Contact Details Section

Element Description
Workgroup The workgroup for the contact.
If a value is selected in this box, you can select an owner (in the Summary area of the current form) from only the group members.
Override Territory A check box that indicates (if selected) that the sales territory can be selected manually and is not updated automatically based on the selected state and country on this tab. If this check box is selected and a lead, business account, or opportunity is created based on this contact, the system copies the state of this check box and the selected sales territory to the target lead, business account, or opportunity.
If the check box is cleared (the default state), the system assigns the sales territory to the record automatically based on the value in the State box or in the Country box (if the State box is empty) on the current tab of the form each time one of the following has happened:
  • A new record of contact has been created.
  • The value of the State or Country box for the contact has been changed.
  • The Override Territory check box for the contact has previously been selected and then cleared.
If the check box is cleared, the system does not copy the state of the check box and the selected sales territory to the target lead, business account, or opportunity that is created based on the contact.
This box is available if the Sales Territory Management feature is enabled on the Enable/Disable Features (CS100000) form.
Sales Territory The identifier of the sales territory associated with this contact.
This box is available only if the Override Territory check box is selected. In this case, if a lead, business account, or opportunity is created based on this contact, the system copies the selected sales territory to the target lead, business account, or opportunity.
If the sales territory was previously selected but has since been deactivated, the system shows a warning message next to the box.
If the Override Territory check box is cleared and no active sales territory has been found based on the value in the State box or in the Country box (if the State box is empty) on the current tab of the form, the system removes the previously specified sales territory.
This box is available if the Sales Territory Management feature is enabled on the Enable/Disable Features (CS100000) form.
Parent Account The parent business account—that is, the business account of the parent company, if applicable.
Source The source of the contact. If a contact was created from a lead, the value is copied from the lead associated with the contact.
You can select an option from the predefined list, which typically contains the following options:
  • Organic Search: The contact or lead came from a search engine. For example, the person searched for your product or service by using the Google search engine.
  • Campaign: The contact or lead has been created as a result of a marketing campaign (for example, opened a landing page, clicked a paid link or called in by an advertised phone number or was purchased from a marketing vendor).
  • Referral: The contact or lead has been created as a result of someone recommending your organization or its products or services to the lead or contact.
  • Other: The contact or lead has been created from some other source.
  • Web: The contact or lead has been created as a result of visiting your website.
  • Phone Inquiry: The contact or lead has been created as a result of a phone call.
  • Purchased List: The contact or lead was purchased from a marketing vendor.
Ext. Ref. Nbr. The external reference number of the contact. You can specify any additional number of the contact if it is required by your work processes.
Synchronize with Exchange A check box that indicates (if selected) that the contact’s details should be synchronized with Microsoft Exchange.
Synchronization is performed if the Exchange Integration feature is enabled on the Enable/Disable Features (CS100000) form, and the integration with the Microsoft Exchange Server has been configured.

Personal Data Privacy Section

This section is displayed only if the GDPR Compliance Tools feature (Monitoring & Automation group of features) is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Consented to the Processing of Personal Data A check box that indicates (if selected) that the individual whose contact information has been entered on this tab has given consent to the processing of the individual’s personal data.
The check box is cleared by default.
Date of Consent The date when the individual gave consent to personal data processing.
This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects the check box, the system inserts the current business date in the box.
This box is available if the Consented to the Processing of Personal Data check box is selected, and the current business date is specified in it by default.
Consent Expires The date when the individual’s consent expires.
If this box is empty, the system treats the individual’s consent as perpetual (that is, never expiring).

Contact Preferences Section

Element Description
Contact Method The person’s preferred method of contact. The following options are available: Any, Email, Mail, Fax, and Phone.
Do Not Call A check box that indicates (if selected) that the contact should not be called.
Do Not Email A check box that indicates (if selected) that the email address of the contact will not be included in the mass email process. This contact will not receive any notification emails.
No Marketing A check box that indicates (if selected) that the email address of the contact will not be included in the marketing campaigns.
No Mass Mail A check box that indicates (if selected) that the email address of the contact will not be included in the mass email process.
Language/Locale The language in which the contact prefers to communicate.
By default, the system fills in the box with the locale specified for the contact’s country.
This box is displayed on the form only if there are multiple active locales defined on the System Locales (SM200550) form.

Activities History Section

Element Description
Last Incoming Activity Read-only. The date and time of the latest incoming activity that is associated with the contact. The value is filled in by the system.
Last Outgoing Activity Read-only. The date and time of the latest outgoing activity that is associated with the contact. The value is filled in by the system.

Photo Section

Element Description
Upload Files A button you click to upload the selected image to the system.
Photo area An area that contains the selected image of the contact. You can drag an image to this area.

Teams section

This section is displayed only if the Teams Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Override Teams ID The email address that the system should use as the Teams identifier for the user instead of the email addresses specified in the Email box of the Contact Info section of the General tab on the Employees (EP203000) form, and in the Email box of the Contact section of the General tab on the current form.

Back to TopActivities Tab

This tab lists activities associated with the contact; you can associate emails, tasks, events, phone calls, and other activities with the contact.

You can also use the Activity Stream tab of the side panel to view the contact’s activities in a more organized and streamlined way. For details, see the Side Panel: Activity Stream Tab section.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Task Opens the Task (CR306020) form, which you can use to create a new task.
Create Event Opens the Event (CR306030) form, which you can use to create a new event.
Create Email Opens the Email Activity (CR306015) form, on which you can create a new email.
Create Activity Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.
By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, where you can create an activity of the corresponding type. The following commands are available by default: Create Chat, Create Escalation, Create Message, Create Phone Call, Create Work Item, and Create Note.
To change the list of menu commands, you can add or remove activity types by using the Activity Types form.
Pin/Unpin Pins the activity to the top of the list.
Once the activity is pinned, an icon is shown in the Is Pinned column.
A user can click a pinned activity and then click the button to unpin the activity. If a user unpinned an activity from the list, an icon is no longer shown in the Is Pinned column, and the activity is moved to the appropriate location based on the sorting settings.

Table Columns

The table includes, in addition to the columns described below, columns (labeled with icons) you can use to attach notes and files to the activity, see if it is completed, check its priority level, and note whether there are associated reminders.

For descriptions of these columns, see Managing Emails and Activities.

Column Description
Type The type of the activity. The type can be one of the following options: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.
Summary The description provided for the activity.
Status The status of the activity.
This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .
Start Date The start date and time of the activity.
Created At The date and time when the activity was created.
Time Spent The total time spent on the activity.
Workgroup The workgroup that the activity is assigned to (if any).
Owner The username of the employee the activity is assigned to.
Related Entity The related entity that the activity is associated with. The system copies the value from the Related Entity box of the Activity (CR306010), Email Activity (CR306015), Event (CR306030), or Task (CR306020) form depending on the type of the activity. When you create an activity from the Activity tab of a data entry form, the column is automatically populated with the entity currently open on that form.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. On the Activity (CR306010) form that opens, you add a description and edit other settings corresponding to the activity.

Back to TopDuplicates Tab

You can use the tab to manage duplicates of the currently selected contact. This tab has the following tables:

  • Records for Merging table, which lists the duplicate contacts of the currently selected contact
  • Records for Association table, which lists the duplicate leads and business accounts that can be associated with the currently selected contact

This tab is displayed only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form and if the system found at least one possible duplicate. The system searches for duplicates by using the settings specified on the Duplicate Validation (CR103000) form.

Records for Merging Table:Table Toolbar

This table lists duplicate leads of the currently selected contact. By using the Records for Merging table, you can merge the selected contact on the current form with a duplicate contact in the table.

In this table, you can select only one record at a time to be merged with the record that you are currently viewing on the form.

The table toolbar includes the buttons described below.

Button Description
Merge Opens the Merge Conflicts dialog box, which you use to merge the record that is selected on the form with the record that is selected in the table.
This button is available only if a record has been selected in the Records for Merging table.

Records for Merging Table: Table Columns

Column Description
Business Account The identifier of the business account associated with the duplicate contact.
The ID is also a link you can click to view the business account on the Business Accounts (CR303000) form, which the system opens in a new browser tab.
Phone 1 The phone number of the duplicate contact.
Email The email address that is specified in the contact settings of the contact.
Display Name The display name of the duplicate contact, which is also a link.
If you click this link, the system opens the current form with the duplicate contact selected in a new browser tab.
Account Name The legal business name of the duplicate contact’s company.
Owner The owner of the duplicate contact.

Records for Association Table: Table Toolbar

This table lists leads and business accounts that are possible duplicates of the contact and can be associated with it. By using this table, you can select a lead or a business account and click Associate on the table toolbar to start associating the contact with the selected lead or business account.

You can select only one record at a time to be associated with the record that you are currently viewing on the form.

The table toolbar includes the buttons described below.

Button Description
Associate Opens one of the following, depending on whether you have selected a lead or a business account in the table:
  • If you have selected a lead, the Associate the Contact with the Lead dialog box, which you use to associate these records. If any contact settings for the contact and lead are different, you can direct the system to use either the lead’s value or the contact’s value for both entities.
  • If you have selected a business account, the system associates the contact with the business account and specifies the identifier of the account in the Business Account box in the Summary area of the current form.

Records for Association Table: Table Columns

Column Description
Type The type of the duplicate record, which can be Lead or Business Account.
Display Name The display name of the duplicate record, which is also a link.
If you click this link, the system opens the record on its data entry form in a new browser tab.
Business Account The identifier of the business account.
The ID is a link you can click to view the account on the Business Accounts (CR303000) form, which the system opens in a new browser tab.
Business Account Name The legal business name of the lead’s or business account’s company.
Phone 1 The phone number of the lead or business account.
Email The email address that is specified in the lead or business account’s settings.
Owner The owner of the lead or business account.

Back to TopAssociate the Contact with the Lead Dialog Box

By using this dialog box, you can associate the selected contact with the lead and select the contact-related settings to be updated for the contact and the lead when they are associated.

The dialog box opens when you associate a contact with a duplicate lead on the Duplicates tab of the current form by selecting the duplicate lead and clicking Associate on the table toolbar of the Records for Association table.

The table in the dialog box lists any field values (that is, values of the UI elements) that differ in the lead and the contact. The values are specified on the General tab of Leads (CR301000) form and the current form.

If there are no conflicting values in the contact and the lead, this table is not displayed. In this case, the dialog box shows only the Sync with Lead check box and the Associate and Cancel buttons. If the check box is selected and you click Associate, the contact and the lead will have the same contact settings. If you clear the Sync with Lead check box and click Associate, the contact settings on the current form remain unchanged, the Override check box becomes selected on the General tab of the current form, and the lead’s settings on the Leads (CR301000) form are not updated with values from the associated contact.

Element Description
The dialog box has the following element above the table.
Sync with Lead A check box that indicates (if selected) that when you finish associating the lead and contact with each other, they will have the same contact settings.
The table below this check box lists fields that differ and their values in the lead and the contact. (Values can be considered as different if a value is specified for one entity but not the other.) If this check box is selected, you can specify in the table whether the value of the lead or the value of the contact will be used for both entities. Based on these settings, the differing settings of the lead and contact will be updated as follows:
  • For any listed field for which you select the value of the lead, the value of this field for the contact will be replaced with the value specified for the lead.
  • For any listed field for which you select the value of the contact, the value of this field for the lead (including an empty value) will be replaced with the value specified for the contact.
The check box is selected by default.
If you clear the Sync with Lead check box, the check boxes in the table become unavailable for changing. In this case, after the lead has been associated with the contact, the contact settings on the current form remain unchanged, the Override check box becomes selected on the General tab of the current form, and the lead’s settings on the Leads (CR301000) form are not updated with values from the associated contact.
The table of the dialog box lists each field (UI element) for which the selected lead and contact have different values. This table has the following columns. In each row, you select the check box left of the value to be used for the contact.
Field The field name (that is, the name of a UI element) from the General tab of the Leads (CR301000) form and the current form.
Selected Value An unlabeled check box left of the field value of the lead that you select for this value to be used for both the lead and the contact.
Lead The field value from the General tab of the Leads (CR301000) form. Select the check box left of this value for it to be used for both the lead and the contact.
Selected Value An unlabeled check box left of the field value of the contact that you select for this value to be used for both the lead and the contact.
Contact The field value from the General tab of the current form. Select the check box left of this value for it to be used for both the lead and the contact.
This dialog box has the following buttons.
Associate Closes the dialog box, associates the lead with the contact (inserting the values for these entities based on your selections), and returns you to the current form.
On the current form, the system adds a row with the summary settings of the lead on the Leads tab of the current form (thus associating the contact with the lead).
Cancel Closes the dialog box and cancels the association of the lead with the contact.

Back to TopMerge Conflicts Dialog Box

You use this dialog box to merge into one record the record that is currently selected on the form (the current record) and the record that you have selected in the Records for Merging table (the duplicate record). The dialog box opens when you select a record in the Records for Merging table and click Merge on the table toolbar.

The dialog box consists of a box in which you can select the target record to be kept after the merge and a table. In the table of the dialog box, for any conflicting field values (that is, different values for the same user interface elements) in the records to be merged, you can select the values to be kept after the merge.

If there are no conflicting values in the current record and the duplicate record, the table is not displayed in the dialog box. In this case, the dialog box shows only the Target Record box and the Resolve and Cancel buttons.

Element Description
The dialog box has the following box above the table.
Target Record The record to be kept after the merge. You can select one of the following options:
  • Current Record: The record that you are viewing on the form
  • Duplicate Record: The record that you have selected in the Records for Merging table on the Duplicates tab
 If you select a contact with the Inactive status as the target record, the system displays a warning message.
The table lists each field for which the records have conflicting values. (Values can be considered as different if a value is specified for one record but not the other.) In each row, you select the check box left of the value to be used for the target record. The table has the following columns.
Field The field name (that is, the name of the UI element) with conflicting values in the current record and the duplicate record. These UI elements are located on the General tab of the Leads (CR301000) form, the Business Accounts (CR303000) form, and the current form.
Selected Value An unlabeled check box left of the field value of the currently viewed record that you select for this value to be kept after the merge.
If the Target Record box contains the Current Record option, this check box is selected by default if either of the following conditions is met:
  • The compared fields have different values in the currently viewed record and the duplicate record.
  • The field is empty for the duplicate record.
If both check boxes are cleared for a particular row, the field in the target record will be empty after the merge.
Current Record The value of the listed field in the record that is currently viewed on the form.
Selected Value An unlabeled check box left of the field value of the duplicate record that you selected for this value to be kept after the merge.
If the Target Record box contains the Duplicate Record option, this check box is selected by default if either of the following conditions is met:
  • The compared fields have different values in the currently viewed record and the duplicate record.
  • The field is empty for the current record.
If both check boxes are cleared for a particular row, the field in the target record will be empty after the merge.
Duplicate Record The value of the listed field in the record that you have selected in the Records for Merging table of the Duplicates tab.
This dialog box has the following buttons.
Resolve Merges the records into one record and closes the dialog box.
As a result, the target record is assigned the Validated duplicate validation status and the duplicate record is assigned the Duplicated status. For the duplicate record, the UI elements that have contact information become unavailable for editing.
If the duplicate record has any associated activities or attached files, the system transfers them to the target record during the merge and associates the activities with the target record by selecting it in the Related Entity box on the corresponding data entry form of each activity.
Cancel Cancels the merging of records and closes the dialog box.

Back to TopAttributes Tab

On this tab, you can view, specify, or change the settings specified for the attributes that have been defined for the contact class on the Attributes tab of the Contact Classes (CR205000) form; for each required attribute, enter the setting of the contact.

Attributes are company-defined properties of the contact class that can be used as additional elements to hold information about the contact, such as the industry or the number of employees. This tab contains a table with the attributes listed; the columns of this table are described below. For more information, see Managing Attributes and User-Defined Fields.

The table toolbar has only standard buttons.

Column Description
Attribute The name of the attribute used for the contact.
Required A check box that indicates (if selected) that this attribute is defined as required.
If the check box is selected, you must select a value for the attribute in order to save the contact.
Value The value of the attribute for the contact.

Back to TopRelations Tab

You can use this tab to indicate the one-way and two-way relations between the selected contact and the records that are associated with it; the type of each relation is determined by the relational role selected in the Role column for the listed record.

One-way relations are shown only on the Relations tab of the form where the relation was initially added to the selected record. Bidirectional relations are shown on this tab of the forms of both the record where the relation was initially added and the associated record. For details, see Managing Relations.

If the Row-Level Security feature is enabled on the Enable/Disable Features (CS100000) form, you may not have access to a particular record on this tab. For records that have business accounts specified in their settings, this may occur if access to the business account that is related to the record is restricted for your current user account. This may also occur if your user account does not have access to the particular record due to other security rules that have been established in the system.The table toolbar has only standard buttons.

Column Description
Role Required. The relational role of the associated record, which describes the way it relates to the record selected on the current form. One-way and bidirectional roles are available for selection.
You can select any of the following one-way roles:
  • Business User, Decision Maker, Evaluator, Related Entity, Referrer, Support Engineer, Source, Supervisor, or Technical Expert: These roles all represent contacts that are related to the record selected on the form; your organization determines how to use these informational roles. When you select any of these roles, Contact is inserted in the Type column. In this row, you need to select an existing business account (which causes the name to be inserted), a specific contact, or both, and other columns are filled in automatically.
  • Source: This role indicates that the record in the row is the one from which the relation comes. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.
  • Related Entity: This role indicates that the record in the row is related to the record selected on the form in some way that does not fit the other roles. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.
You can select any of the following bidirectional roles:
  • Source: The record in the row is the one from which the relation comes.
  • Derivative: The record in the row is the associated record selected for the relation.
  • Parent: The record in the row is the primary record in the hierarchical parent-child relation.
  • Child: The record in the row is the subordinate record in the hierarchical parent-child relation.
For a one-way role, the row that has the information about the relation is shown only on this tab of the current form.
For a bidirectional role, the row is shown on both this tab and the Relations tab of the creation form of the associated record (if the associated record has the Relations tab).
After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.
Primary A check box that indicates (if selected) that the current row is considered the primary relation of the selected role.
This check box can be selected for multiple listed relations, but only one relation can be primary for each role.
This check box is informational; no system functionality is connected to its use.
Type Required. The type of the associated record.
This box contains one of the following options:Depending on the role selected for this row, you select the type of the record as follows:
  • For any one-way role except Related Entity, only the Contact type can be selected.
  • For Related Entity or any bidirectional role, all options listed above are available for selection.
After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.
Document The identifier or display name (or both) of the document (that is, the record) related to the record selected on the current form. The lookup table includes the documents or records of the type that is selected in the Type column of this row. Once this column has been filled in, the specified record becomes a link that you can click to open the record on its creation form in a pop-up window.
This column is available for editing only if a bidirectional role or Related Entity is selected in the Role column.
If the selected type is Customer or Vendor, the list of customers or vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Visibility of Customer Records and Visibility of Vendor Records.
Description A brief description of the record whose identifier or display name is specified in the Document column of the table.
The system copies the description of the record to this column from the data entry form on which the record has been created. If the data entry form does not contain a description for the record, this column is empty.
Status The status of the record whose identifier or display name is specified in the Document column of the table.
The system copies the status of the record to this column from the data entry form on which the record has been created.
Owner The owner of the record whose identifier or display name is specified in the Document column of the table.
The system copies the owner of the record to this column from the data entry form on which the record has been created. If the Owner box is not filled in for this record or if the data entry form does not have this box, this column is empty.
Account The identifier of the business account associated with the selected record (if a record has the associated business account).
The specified identifier becomes a link that can be clicked to open the business account on the Business Accounts form in a pop-up window.
Name The name of the business account.
The name is inserted by the system if a business account is selected for the row.
Contact The contact associated with the role (if the Type is Contact) or the contact associated with the record selected in the Document column.
The specified contact becomes a link that you can click to open the contact on the Contacts form in a pop-up window.
You can change the contact if in this column, the Lead, Business Account, or Customer option is selected.
Email The email address of the contact person.
Add to CC A check box that indicates (if selected) that the contact should receive a copy of emails.
If a bidirectional role is selected in the Role column of a row, on the Relations tab of the creation form of the associated record the check box is cleared for the corresponding row.

Back to TopLeads Tab

On this tab, you can view the information about the leads that are associated with the contact and create a new lead. The elements of this tab are described below.

The table toolbar has only standard buttons.

Table Columns

Column Description
Display Name The link that displays the name of the lead.
You can click the link to open the lead in a pop-up window on the Leads (CR301000) form and view the details of the lead.
Created On The date that the lead associated with the contact was created.
Email The email address of the lead.
Phone 1 The phone number of the lead.
The default value is transferred from the related lead record. The available values are: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, Home Fax. By default, the system fills in the box with the Business 1 value.
Source Campaign The identifier of the marketing campaign as a result of which the lead has been generated.
Status The status of the lead.
The status can be one of the following:
  • New: The lead has been created, but no work has been done on it yet.
  • Open: The lead is being worked on by the marketing team or lead qualification personnel.
  • Sales-Ready: The lead has been qualified by the marketing team or lead qualification personnel as showing more interest in the organization’s products or services than other leads show.
  • Sales-Accepted: The lead has been initially reviewed and accepted by the lead qualification team, and the sales team will perform further qualification.
  • Converted: The lead has been qualified and converted to an opportunity. If the lead has this status, most of the UI elements on the form are read-only.
  • Suspended: This obsolete status is no longer used in the lead qualification workflow, and it cannot be selected. If a previously created lead has the Suspended status, you can change this status to any status that is available in the lead qualification workflow during lead processing.
  • Disqualified: The lead has shown no interest in the organization’s products or services or is not reachable (for example, the contact information is not valid). Some organizations may also use this status for duplicate leads.
Owner The owner of the lead.

Back to TopOpportunities Tab

The table on this tab holds the list of opportunities associated with this contact. You can also create a new opportunity associated with the contact by clicking the Plus button on the table toolbar. The elements of this tab are described below.

The table toolbar has only standard buttons.

Table Columns

Column Description
Opportunity ID The identifier of the opportunity.
You can click the identifier, which is also a link, to open the opportunity in a pop-up window on the Opportunities (CR304000) form and view the details of the opportunity.
Description Required, The description of the opportunity.
Stage The current stage of the opportunity.
The list of available options is determined by the settings specified for the opportunity class on the Stages tab of the Opportunity Classes (CR209000) form.
The column may contain any of the following predefined stages, as well as any custom stage that has been defined for the opportunity class:
  • Prospect: The contact or business account associated with the opportunity is known, but interest in the offered products or services hasn’t been established.
  • Nurture: A salesperson is negotiating with the prospect or customer or learning about their interest in products and services. This stage may be useful if your company decides not to track leads separately.
  • Qualification: A salesperson is determining the prospect or customer’s interest in purchasing particular products or services.
  • Development: A salesperson is clarifying the requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable).
  • Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services to be purchased. The salesperson may be creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services.
  • Proof: A salesperson has developed a proposal, and the prospect or customer is evaluating it. The salesperson may select a primary sales quote at this stage.
  • Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal.
  • Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies advance the opportunity to this stage only after the invoice has been issued or a payment has been received.
Probability The probability of the winning the deal associated with the stage.
Status The status of the opportunity, which can be one of the following: New, Open, Won, or Lost.
Total The total of the potential deal.
Currency The currency of the opportunity.
Estimated Close Date Required. The date the opportunity is estimated to be closed. The default value is the current business date that is specified in the system.
Workgroup The workgroup the opportunity is assigned to (if any).
Owner The owner of the opportunity.

Back to TopCases Tab

This tab has a table that displays the list of cases associated with the contact. You can also create a new case by using the table toolbar.

This tab is available only if the Case Management feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Case ID The unique identifier assigned to the case.
You can click the identifier, which is also a link, to open the case in a pop-up window on the Cases (CR306000) form and view the details of the case.
Subject The subject of the case.
Case Class The class of the case.
Severity The case’s severity level, which is one of the following options: Urgent, High, Medium, or Low.
Status The status of the case.
This box contains one of the following options:
  • New: The case has been created in the system, but no work has been done on it yet. A case with this status can have the Unassigned or Assigned reason.
  • Open: The case is being worked on by the support team. A case with this status can have any of the following reasons: Assigned, In Process, Updated, In Escalation, or Pending Closure. If the case has been reopened by an incoming email, this status can also be assigned to the case along with the Updated reason.
  • Pending Customer: The support team is waiting for feedback or a response from a customer. A case with this status can have any of the following reasons: More Info Requested, Solution Provided, or Pending Closure.
  • Closed: The customer’s problem has been resolved, a solution has been found, or no further work is expected to be done on the case. A case with this status can have any of the following reasons: Resolved, Rejected, Canceled, Abandoned, or Duplicate.
  • Released: The AR invoice for the work performed has been generated for the customer on the Invoices and Memos (AR301000) form. A case with this status can have any of the following reasons: Resolved, Rejected, Canceled, Abandoned, or Duplicate.
Reason The reason for the status of the case.
A user working with the case on the Cases (CR306000) form selected the reason from the set of available options for the status or the action the user took to change the status.
The reason can be one of the following:
  • Unassigned: The new case has not been assigned to an owner.
  • Assigned: The new case has been assigned to an owner.
  • Opened on Portal: The new case was created in the Acumatica Self-Service Portal.
  • In Process: The case is being worked on.
  • Updated: The case has been updated with new details or changed settings.
  • In Escalation: The case has been escalated.
  • Pending Closure: The case is ready to be closed by the customer.
  • More Info Requested: A request for additional information has been sent to the customer in order to find a solution to the case.
  • Waiting Confirmation: A solution to the case has been found; the case is ready for closure and is awaiting confirmation from the customer.
  • Resolved: The case has been resolved.
  • Rejected: The case has been rejected by the owner of the case.
  • Canceled: The case has been canceled by the customer.
  • Abandoned: The case has been left without any answer from the customer for a long time.
  • Duplicate: The case is a duplicate of another case with the same problem from the same customer.
Reported On The date when the case was created.
Closed On The date when the case should be closed.
Estimation The time required for case resolution according to the SLA associated with the contact.
Workgroup The workgroup associated with the case.
Owner The owner of the case.

Back to TopCampaigns Tab

This tab contains the history of campaigns the contact has been a member of. Each time the contact has been added to a marketing campaign, the system has added a row to the table with the basic settings of this marketing campaign.

The table toolbar has only standard buttons.

Table Columns

Column Description
Campaign The marketing campaign the contact is a member of as a lead or contact.The identifier is also a link that you can click to open the Marketing Campaigns (CR202000) form in a pop-up window and view the settings of the campaign.
Campaign Name The name of the marketing campaign.
Marketing List The unique identifier of the marketing list included in the campaign and through which the contact became a member of the campaign. If the contact was added to the campaign manually, this column is blank.
Start Date The start date of the campaign.
End Date The end date of the campaign.
Promo Code The promotion code used in the campaign.
Owner The name of the person to whom the campaign is assigned.
Account Name The legal business name of the company for the business account the contact is associated with.
Phone 1 The phone number of the contact.
Member Since The date when the contact was added to the campaign either manually or through the addition of its marketing list.

Back to TopMarketing Lists Tab

This tab has a table that lists all the active static and dynamic marketing lists for which the selected contact fits the filter settings or in which the selected contact is included, based on the generic inquiry and filter used to produce to the list. The set of the marketing lists in the table is unavailable for editing.

You can subscribe the contact selected on the form to the needed static or dynamic marketing lists by selecting the Subscribed check box for the lists and saving these changes.

The elements of this tab are summarized below. For details about marketing lists, see Managing Marketing Lists.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Subscribe All Subscribes the contact to the lists in the table as follows:
  • If you click the button without first filtering records, subscribes the contact to all the lists on the tab
  • If you select a filter in the box on the table toolbar (if any filters are defined on the tab) and then click the button, subscribes the contact to all the lists that are shown after selection of the filter
Unsubscribe All Unsubscribes the contact from the lists in the table as follows:
  • If you click the button without first filtering records, unsubscribes the contact from all the lists on the tab
  • If you select a filter in the box on the table toolbar (if any filters are defined on the tab) and then click the button, unsubscribes the contact from all the lists that are after selection of the filter

Table Columns

Column Description
Subscribed A check box that indicates (if selected) that the contact is subscribed to the marketing list.
Marketing lists with this check box selected are displayed at the top of the list. The rest of the marketing lists are sorted by the Marketing List ID setting in the ascending order.
Marketing List ID The identifier of the marketing list the contact is a member of. The ID is also a link; if you click this link, the system opens the Marketing Lists (CR204000) form in a pop-up window, so that you can view the settings of the marketing list.
List Name The name of the marketing list.
The system populates this column based on the value selected in the Marketing List ID column.
List Type The type of the marketing list.
The list can be assigned either of the following types:
  • Dynamic: The system updates the list of members using the generic inquiry specified in the Generic Inquiry box of the Marketing Lists (CR204000) form for the list as the data source.
  • Static: You can add and modify the set of members in the list manually or by using the Add Members menu of the table toolbar of the Marketing Lists (CR204000) form.

Back to TopNotifications Tab

This tab has a table that contains mailings the contact is subscribed to. On this tab, you can remove a mailing from the list or make it inactive if necessary.

To subscribe a contact to mailings defined for the customer, use the Recipients table on the Mailing & Printing tab of the Customers (AR303000) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Module The functional area of the product where mailing settings are defined. This area is the source of emails for the mailing.
Source The entity, Vendor or Customer, that is the source of the emails for the contact.
Mailing ID The unique identifier of the mailing.
Class ID The identifier of the class the mailing is associated with.
Description The business account that the customer belongs to and the company name (if any).
Report The report to be used as the email’s body for this mailing, if the mailing uses a report rather than an email template.
Notification ID The notification template that is used to generate emails for the mailing.
For each mailing, either a report or a template may be specified.
Format The format in which the document based on the report will be send to the contact (if the mailing uses a report rather than a template).
The following options are available: PDF, HTML, and Excel.
Active A check box that indicates (if selected) that this mailing is active.
Only active mailings are used to generate emails.

Back to TopAccess to Portal Tab

You can use this tab to view and edit information about the user account (if any) associated with the contact. You can create a new user account if none exists, select the user type, manage the user’s password, and assign roles to the existing user. To activate, enable, disable, or unlock the user account, click the available command.

Alternatively, you can perform these commands by using the Users (SM201010) form.

If the selected contact is associated with an internal user account, this tab is not displayed on the form.

User Section

Element Description
Status The status of the user account.
The following options are available:
  • Not Created: The selected contact is not associated with any user account.
  • Pending Activation: The new user account is awaiting activation.
  • Active: The user account is active.
  • Online: The user is signed in to the system.
  • Disabled: The user account is disabled.
  • Temporarily Locked: The user account is temporarily locked out.
User Type The user type of this user, which determines the sign-in rules that are applied to the user account. The user type also determines the roles that are permitted for the user account and, optionally, the roles that are assigned by default.
You can select only a user type for which the Allow Selection of This Type on Contacts Form check box is selected on the User Types (EP202500) form.
Login The username for authorization within the system.
Generate Password A check box that you select to have the system generate the password automatically.
This check box is displayed only for newly added users. The information to sign in will be sent to the user’s email address when you save the user account.
Password The password the new user should use when initially signing in.
This box is displayed (and is required) for newly added users and is available only if you clear the Generate Password check box.

User Section Buttons

Button Description
Reset Password Opens a dialog box to let you reset the password for the selected user.
This button appears on the form after the user account has been created.
Activate User Activates the new user account if the account requires activation.
This button appears on the form only if the user account has the Pending Activation status.
Enable User Enables the selected user account.
This button appears on the form only if the user account for the contact is disabled.
Disable User Temporarily disables the selected user account.
This button appears on the form only if the user accounts for the contact is enabled.
Unlock User Unlocks the selected user account.
This button appears on the form if the account has been temporarily locked.

This tab has the User Roles section with a table that contains the list of roles assigned to the user and their descriptions.

The table toolbar has only standard buttons.

User Roles Table Columns

Column Description
Assigned A check box that you select to assign this role to the selected user.
Role Name The name that identifies the role.
Role Description The description of the role.

Back to TopSalesforce Tab

This tab is available only if the Salesforce Integration feature is enabled on the Enable/Disable Features (CS100000) form.

On this tab, you can review the synchronization status of the record. If the record has not been synchronized with Salesforce, you can initiate the synchronization process by clicking the Sync with Salesforce button. For more details, see Overview of Synchronization with Salesforce.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Sync with Salesforce Synchronizes the data with Salesforce.
This button is available if the Salesforce Sync data provider is marked active on the Data Providers (SM206015) form and only for entities listed on the Salesforce Sync Entities (SF205020) form.

Table Columns

Column Description
Data Provider The data provider used for data synchronization with the external system.
Ext. Ref. The external reference to the corresponding synchronized record in the external system.
Status The synchronization status of the record.
The following options are available:
  • Modified Locally: The record was modified in Acumatica ERP, and then the data was synchronized with the external system.
  • Modified Externally: The record was modified in the external system, and then the data was synchronized with Acumatica ERP.
  • Synchronized: The record was created or deleted in one of the systems, and then the data was synchronized with the other system.
Last Operation The operation that modified the record data.
The following options are available: Update, Insert, and Delete.
Error The error message displayed for this record if synchronization has failed.
Last Sync Attempt The date and time of the latest synchronization attempt.
Import Scenario The import scenario used for importing this entity’s data from the external system.
Export Scenario The export scenario used for exporting this entity’s data to the external system.

Back to TopHubSpot Tab

On this tab, you can monitor real-time synchronization with HubSpot. If a particular record in the table has not been synchronized with HubSpot, you can initiate the synchronization process by clicking Sync with HubSpot on the table toolbar.

This tab is available only if the HubSpot Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Sync With HubSpot Synchronizes the data with HubSpot.
During this synchronization, the system checks whether there are any data changes in either HubSpot or Acumatica ERP. Then the system either pulls the data from HubSpot or pushes the data to HubSpot from Acumatica ERP, so that the latest version is used for both entities. If there are data changes in both HubSpot and Acumatica ERP, then the system checks what is set as the master source for the entity type in the Master Source column on the HubSpot Sync (HS205020) form and applies the changes from the master source.
This button is available if the HubSpot Sync data provider is marked active on the Data Providers (SM206015) form and only for entity types listed on the HubSpot Sync form.
Push to HubSpot Pushes the data from Acumatica ERP to HubSpot for the selected record (that is, the record you clicked in the table before clicking this button).
While pushing the data, the system replaces the current version of the item in HubSpot with the selected item from Acumatica ERP.
Pull from HubSpot Pulls the data from HubSpot to Acumatica ERP for the selected record.
While pulling the data, the system replaces the current version of the item in Acumatica ERP with the selected item from HubSpot.

Table Columns

Column Description
Record ID The ID of the synchronization state record.
Data Provider The data provider used for data synchronization with the external system. Data providers are specified on the Data Providers (SM206015) form,
Ext. Ref. The external reference number of the corresponding synchronized record in HubSpot.
This column contains a link to the synchronized HubSpot record. If you click the link, the system opens the HubSpot record in a new browser tab.
Ext. Modified The date and time of the latest modification of the record in HubSpot.
Status The synchronization status of the record.
This box contains one of the following options:
  • Synchronized: The record was created or deleted in one of the systems and then the data was synchronized with the other system.
  • Pending Sync: The record is pending synchronization.
  • Skipped: The synchronization of the record was skipped.
Last Modified In The date and time of the latest modification.
Last Operation The operation that modified the data of this record, which is one of the following options: Update, Insert, and Delete.
Error The error message displayed for the record if synchronization has failed.
Raw Error The unprocessed error message as it was received by the system.
Last Sync Attempt The date and time of the most recent synchronization attempt.
Attempts Made The number of synchronization attempts the system performed.
Import Scenario The import scenario used for importing this entity’s data from the external system.
Export Scenario The export scenario used for exporting this entity’s data to the external system.

Back to TopLocations Tab

In the table of this tab, you can specify the contacts associated with the customer location and assign roles to them.

This tab is available only if the Shopify Business-to-Business Entities feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar has only standard buttons.

Column Description
Location The customer location that the contact is associated with.
Role The role assigned to the contact in the location.
The contact can be assigned either of the following roles:
  • Admin: The contact has administrative permissions in the location.
  • User: The contact does not have administrative permissions in the location.
These roles are specified for informational purposes and are only used for the export of business customers and sales orders that have been created for business customers to a Shopify store.

Back to TopSide Panel: Projects Tab

You can click Projects in the side panel to see which projects the selected contact is involved in.

The side panel is shown only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopSide Panel: Activity Stream Tab

You open the Activity Stream side-panel tab by clicking the Activities icon in the side panel. The tab shows all activities related to the selected record as a collection of activity tiles.

Each activity tile consists of the activity’s details (some shown as icons), its summary and description, and buttons and commands. By default, the activity tiles are collapsed, but you can expand any tile to see more information.

On this tab, you can create new activities by using the toolbar commands.

Activity Stream Toolbar

The Activity Stream toolbar includes the panel-specific buttons described below. You can also:

  • Sort the list of activities either by using the sort order options or by creation date by using the Start Day option
  • Filter activities by using the Quick Filter menu options, including the Files option to view only activities with attachments
Button Description
Create Email Opens the Email Activity (CR306015) form, where you can create a new email.
Create Task Opens the Task (CR306020) form, where you can create a new task.
Create Event Opens the Event (CR306030) form, where you can create a new event.
Create Activity Contains a menu with commands that correspond to the list of activity types marked as active on the Activity Types (CR102000) form.
By clicking a menu command, you open the Activity (CR306010) form to create an activity of the corresponding type.

Activity Tile

The set of activity data shown in the activity tile depends on the activity type.

Element Description
Tile Menu (If an activity tile is collapsed, hover over it to see the commands.)
Reply Initiates a reply to the sender of the email activity. The button is shown for only an Email activity.
Reply All Initiates a reply to the sender of the email activity and all its recipients. The button is shown for only an Email activity.
Forward Initiates sending a copy of the email activity to new recipients. The button is shown for only an Email activity.
Pin/Unpin Pin or unpin the activity. If you pin an activity, its tile will be shown at the top of the list.
Open Open the activity on the corresponding data entry form in a pop-up window.
Header: Activity Data
Icon The icon representing the activity. The system uses the icon and background color specified in the Image and Color columns of the Activity Types (CR102000) form.
Owner The owner or creator of the activity, which is shown for only an Activity, Task, or Event activity. If an owner is specified for the activity, the system displays it; otherwise, it shows the name of creator’s user account.
Email Addresses The email addresses of the sender and recipients, which are shown for only an Email activity.
When the tile is collapsed, only the sender’s email address and up to two recipients’ email addresses are shown; all other email addresses are grouped and displayed as a count.
Activity Type The activity type. The system uses the font color specified in the Color column of the Activity Types (CR102000) form.
Status The activity’s status, which is displayed for only a Task activity.
Priority The activity’s priority, which is displayed for only a Task activity.
Date The activity date, which depends on the activity type:
  • Event: The start date
  • Email and Activity: The creation date
  • Task: The due date
Location The event location, which is displayed for only an Event activity.
Internal The label indicating that the activity is internal. If the header doesn’t have enough space for this label, the system displays only the icon.
Pinned The pin icon, which indicates that the activity is pinned and its tile will be shown at the top of the list.
Attachments If the tile is collapsed, the attachment icon with the number of attached files. You can click the icon to expand the activity tile.
If the tile is expanded, the system displays the attachments between the activity summary and the description with their icon, file name, and extension.
Header: Conditional Activity Details (shown for only an Activity, Task, or Event activity)
Billable The label that indicates that the activity is billable.
Billable Time The billable time logged to the activity.
Time Spent The total time spent on the activity.
Descriptive Data
Summary The summary of an Activity, Task, or Event activity. For an Email activity, the email subject is shown instead.
Description The description of an Activity, Task, or Event activity. For an Email activity, the email message is shown instead. If the tile is collapsed, only the first line of the description is displayed.
Thread The thread icon, indicating that the email activity contains more than one message. The icon is shown for only an Email activity.
Buttons
Show More Displays the expanded activity tile so you can see more information.
Show Less Displays the collapsed activity tile, which shows less information.
Reply Initiates a reply to the sender of the email activity. The button is shown for only an Email activity.
Reply All Initiates a reply to the sender of the email activity and all its recipients. The button is shown for only an Email activity.
Forward Initiates sending a copy of the email activity to new recipients. The button is shown for only an Email activity.