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Managing Emails, Tasks, and Activities (Marketing Manager)

This job aid contains instructions related to managing emails, tasks, and activities in MYOB Acumatica.

Creating an Email

  1. Open the Leads (CR3010PL), Contacts (CR3020PL), Business Accounts (CR3030PL), Opportunities (CR3040PL), Cases (CR3060PL), Marketing Lists (CR2040PL), or Marketing Campaigns (CR2020PL) form.
  2. In the table, click the record for which you want to create an associated email.
  3. On the table toolbar of the Activities tab, click Create Email.
  4. In the Email Activity (CR306015) form, which opens in a pop-up window, do the following:
    1. In the To box, specify the email address of recipient.
    2. In the Subject box, specify an email subject.
    3. On the Message tab, type the text of the email body.
  5. On the form toolbar, click Send.

 

Creating an Event

  1. Open the Leads (CR3010PL), Contacts (CR3020PL), Business Accounts (CR3030PL), Opportunities (CR3040PL), Cases (CR3060PL), Marketing Lists (CR2040PL), or Marketing Campaigns (CR2020PL) form.
  2. In the table, click the record for which you want to create an associated event.
  3. On the table toolbar of the Activities tab, click Create Event.
  4. In the Event (CR306030) form, which opens in a pop-up window, do the following:
    1. On the Details tab, specify the following settings:
      1. Summary: A brief description of the event.
      2. Location: The location of the event.
      3. Start Time: The date and time when the event will start.
      4. End Time: The date and time when the event will end.
    2. On the Attendees tab, add the employees whom you want to invite to the event.
    3. On the form toolbar, click Save.
    4. In the Confirmation dialog box, which opens, click Confirm to send the invitations to the attendees. Invitations to the event are sent by email to the listed employees.

 

Creating a Task

  1. Open the Leads (CR3010PL), Contacts (CR3020PL), Business Accounts (CR3030PL), Opportunities (CR3040PL), Cases (CR3060PL), Marketing Lists (CR2040PL), or Marketing Campaigns (CR2020PL) form.
  2. In the table, click the record for which you want to create a task.
  3. On the table toolbar of the Activities tab, click Create Task.
  4. In the Task (CR306020) form, which opens in a pop-up window, do the following:
    1. On the Details tab, specify the following settings:
      1. Summary: A brief description of the task.
      2. Start Date: If needed, the date when the task should be started.
      3. Due Date: If needed, the date by which the task should be completed.
      4. Completion (%): If needed, the percent of the task completion.
      5. Workgroup: If needed, the workgroup with which the task is to be associated.
      6. Owner: The employee who is responsible for this task.
      7. Reminder: Select the check box if you want a reminder about the task to be sent to the owner.
      8. Remind At: The date and time when the owner should be reminded about the task.
      9. If needed, in the editor area, type your comments or any other information related to the task.
    2. On the form toolbar, click Save & Close.

 

Creating an Activity

  1. Open the Leads (CR3010PL), Contacts (CR3020PL), Business Accounts (CR3030PL), Opportunities (CR3040PL), Cases (CR3060PL), Marketing Lists (CR2040PL), or Marketing Campaigns (CR2020PL) form.
  2. In the table, click the record for which you want to create an activity.
  3. On the table toolbar of the Activities tab, click Create Activity and in the menu that opens, select the type of activity that you want to create.
  4. The Activity (CR306010) form opens in a pop-up window. In the Summary area, do the following:
    1. In the Summary box, type a brief description of the activity.
    2. Select the Internal check box if you want to hide the activity from external users.
    3. If needed, in the Date box, specify the start date for the activity.
    4. If needed, in the Workgroup box, select the workgroup that will receive the assignment of the activity.
    5. If needed, in the Owner box, specify the username of the employee who is responsible for the activity.
    6. If needed, in the Task box, select the parent task or event for this activity.
    7. If needed, in the editor area, type your comments or any other information related to the activity.
    8. On the form toolbar, click Save.

 

Creating a Billable Activity

  1. Open the Leads (CR3010PL), Contacts (CR3020PL), Business Accounts (CR3030PL), Opportunities (CR3040PL), Cases (CR3060PL), Marketing Lists (CR2040PL), or Marketing Campaigns (CR2020PL) form.
  2. In the table, click the record for which you want to create an activity.
  3. On the table toolbar of the Activities tab, click Create Activity and in the menu that opens, select the type of activity that you want to create.
  4. The Activity (CR306010) form opens in a pop-up window. In the Summary area, do the following:
    1. In the Summary box, type a brief description of the activity.
    2. If you want to hide the activity from external users, select the Internal check box.
    3. If needed, in the Date box, adjust the start date of the activity.
    4. In the Owner box, select the employee who will be responsible for the activity.
    5. Select the Track Time and Costs check box.
    6. If needed, select the status to assign to the new activity in the Status box.
    7. In the Earning Type box, select the earning type that determines how the activity owner's labor will be cost.
    8. In the Time Spent box, specify the total time spent on the activity.
    9. Select the Billable check box to mark the activity as billable.
    10. In the Billable Time box, specify the billable part of the time spent on the activity.
    11. In the Project box, select one of the following:
      1. The project to which the activity relates.
      2. The non-project code if the activity does not relate to any project.
      3. Select the project task in the Project Task box that you associate with the activity if you selected the project in the Project box.
      4. In the Cost Code box, select the cost code that will associate this activity to track project costs and revenue, if you selected the project in the Project box.
      5. On the form toolbar, click Save & Close.
        If the project task has an assigned approver, this person must also approve the activity; otherwise, billing for the reported time on this activity will not be possible. The name of the employee authorised to approve the activity appears in the Approver read-only box.