In Momentus Enterprise, there are accounts and contacts. Usually an account is a company or organization, and a contact is a person within that account. For example, an account is Mayfield Enterprises and a contact for Mayfield Enterprises is Mary Smith.
You connect an account and a contact through a relationship. A contact can have a relationship to many accounts and accounts can have relationships with many contacts. You can also change relationships between accounts and contacts if a contact no longer works for an account. See Manage Relationships Between Accounts and Contacts to learn more about relationships.
Sometimes you may have a contact that isn't connected to an account. For example, Mayfield Enterprises works with a free-lance photographer, Evan Miller, that is not part of a larger corporation. In this case, Evan Miller is both an account and a contact, and the contact is considered an account. There is still only one record for Evan Miller in the Enterprise database but you can see his information on both the Accounts screen and the Contacts screen.
Add an Account
- Click the Accounts link for the desired designation (Event Sales, Membership, etc.) from the Main Menu. The Accounts screen opens.
- Click the Add button. The Add Account screen opens.
- Enter the following information as needed:
- Name - Name of the account (organization).
- Address, City, State, Postal Code, Country - Physical address for the account.
- Phone - Primary phone number for the account.
- Region - Region for the account.
- Type - Type of account.
- Market Segment - Market Segment of the account.
- Account Rep - Person within your organization assigned to the account. Defaults to the user creating the new account.
- Account Code - Unique code for the account. If *AUTO displays, the code is automatically generated by Enterprise. If *AUTO does not display, enter the code for the account.
- Select the Details tab to enter additional information for the account:
- Communications - Click the Add link to add additional communication types to the account such as email address and phone numbers. After adding the communication types, the link displays the number of communication entries for the account. You can click the link to view or edit the existing entries or add an additional entry.
- Addresses - Click the Add link to add additional addresses to the account such as a bill-to address or a ship-to address. After adding the additional addresses, the link displays the number of addresses for the account. You can click the link to view or edit the existing addresses or add an additional entry.
- Logo Image - Click the link to attach an image (up to 1 MB) to the account.
- Website - URL for the account website.
- Fax - Primary fax number for the account.
- Expand the Account Status section on the Details tab.
- Select the designations for the account. Designations control where an account appears within Enterprise. For information on using account statuses and account designations, see Account Designations and Statuses. The following options are available for each designation:
- Not Applicable - The account is not assigned to the designation. It does not appear on the Accounts screen in that area of the software. This also limits what accounts are available for certain processes. For example, if an account is not a Payables account, it is not available as a supplier or if an account is not a registration account, it is not available for registration orders.
- Prospective - The account is in the pipeline to become an account in the designation. You may be in discussions or marketing to the account but they are not an organization you are doing business with. You can use the Status filter on the Accounts screens to remove Prospective accounts from the view or to create a view of only the Prospective accounts within a designation.
- Active - The account is an organization you are doing or have done business with.
- Inactive - The account is no longer working with your organization. This is used to remove older accounts from the Accounts screens.
- Expand the Organizations section on the Details tab to add relationships to other accounts. For example, if an account is a subsidiary of another account or if an account is the bill-to for another account. This is for account relationships only and is not where the any contact relationships are set up. To add a relationship between two accounts, click the Add button.
- Click OK. If there is a possible account duplicate, a screen appears with potential duplicate accounts. See Duplicate Checking when Adding Contacts and Accounts for more information.
Add a Contact
- Click the Contacts link for the desired designation (Event Sales, Membership, etc.) from the Main Menu. The Contacts screen opens.
- Click the Add button. The Add Contact screen opens.
- Enter the following information as needed:
- First, Last Name - First and last name of the contact.
- Company - Account for contact. This is the organization the person is a contact for.
- Title - Professional title for the contact.
- Department - Department the contact belongs to in the contact's organization.
- Account Rep - Person within your organization assigned to the contact. Defaults to the user creating the new contact.
- Email - Primary email address for the contact.
- Phone - Primary phone number for the contact. Defaults to the phone number in the account Phone field.
- Mobile - Primary mobile phone number for the contact.
- Direct - Primary direct phone number for the contact.
- Account Code - Unique code for the contact. If *AUTO displays, the code is automatically generated by the system. If *AUTO does not display, enter the code for the contact.
- Select the Details tab to enter additional information for the contact:
- Address, City, State, Postal Code, Country - Physical address for the contact. Defaults to the account address if an account is selected from the Company drop-down.
- Gender ID - Gender of the contact.
- Nickname - Nickname for the contact. For example, the contact's name is Joseph but goes by Joe.
- Salutation - Salutation for email communications. Available salutations depend on the gender and language of the contact.
- Addresses - Click the Add link to add additional addresses to the contact such as a bill-to address or a ship-to address. After adding the additional addresses, the link displays the number of addresses for the contact. You can click the link to view or edit the existing addresses or add an additional entry.
- Communications - Click the Add link to add additional communication types to the contact such as email address and phone numbers. After adding the communication types, the link displays the number of communication entries for the contact. You can click the link to view or edit the existing entries or add an additional entry. If you are creating a contact that is connected to an account, the communication entries for the account are copied to the contact except for types with an Email communication class. Any communication entries set to Private are copied and the communication entry is also set to Private for the contact.
- Expand the Account Status section on the Details tab.
- Select the designations for the contact. Designations control where a contact appears within Enterprise. The following options are available for each designation:
- Not Applicable - The contact is not assigned to the designation. It does not appear on the Contacts screen in that area of the software. This also limits what contacts are available for certain processes.
- Prospective - The contact is in the pipeline to become a contact in the designation. You may be in discussions or marketing to the contact but they are not someone you are doing business with. You can use the Status filter on the Contacts screens to remove Prospective contacts from the view or to create a view of only the Prospective contacts within a designation.
- Active - The contact is someone you are doing or have done business with.
- Inactive - The contact is no longer working with your organization. This does not inactivate the link between the account and contact but only makes the contact not display on the Contacts screens.
- Expand the Organizations section on the Details tab to add relationships to other accounts and/or contacts. To add a relationship, click the Add button.
- Click OK. If there is a possible contact duplicate, a screen appears with potential duplicate contacts. See Duplicate Checking when Adding Contacts and Accounts for more information.
Comments
21 comments
How does the addressing logic work when
Craig Fisher who has a personal email Address cfisher@mymail.com
Is a contact for Dunlop where his email address is cfisher@dunlop.***
and is a contact for Lincoln where his address is cfisher@lincon .***
We want only one Craig Fisher but his address details to be inherited from his relationship to the parent Is this a function of Param Codes AAAC10 and AAAC15?
0 upvotes
Al,
I’ve passed this information over to our Product Management team. They are going to consider adding in more flexibility around email addresses. We currently have different types of phone numbers (Direct, Personnel, and Mobile) but only home for an email address on a company/individual.
Thank you,
Carrie
1 upvotes
How do i build a sales pipeline withing accounts and contacts, meaning i would like to make a search fo example:
All Accounts
--> all visitor accounts (but therefore they need to have this info)
--> all visitors within the last two events
Or i would like to filter out all A categorie exhibitors from a certain industry that have participated in the last two events.
My questions is going to how i can classifiy my accounts and contacts with more searchable info and not only the affiliations and the product/and services.
Cheers Christine
0 upvotes
Hi Christine,
This is probably a discussion best suited for your Customer Success Manager as there are a lot of factors involved in how to best categorize and assign your accounts. I'll reach out to your CSM and ask him to set up some time to discuss the right solution for you.
Thanks!
Maggie
0 upvotes
I work for a University that has a Student Bar, which we the Events Team manage. I need to set up multiple different "Bands" (some who get paid some who do not) who perform at our Student Bar at the University). I am not sure where to set these up, would they be classed as "contractors" ie set up as a "resource" and attached to a "price list", or another way?
0 upvotes
Hey Heather,
as far as i understood it right you have a event (student bar) where you have different time slots for bands playing.
I would set them up in functions, so each band playing is grouped in a function. Like this you can also manage your timetable for the event.
Don´t know if that helps you, but this came to my mind reading your question.
Greatings Christine
0 upvotes
Hi Heather,
I'd recommend setting them as Supplier Accounts (https://supportcenter.ungerboeck.com/hc/en-us/articles/204561278-Suppliers). If you own the Accounts Payable module, you can then issue payment through the voucher process.
Thanks,
Maggie
0 upvotes
Can you change the account code of an account?
0 upvotes
Hi Gavin,
I would recommend going to (https://supportcenter.ungerboeck.com/hc/en-us/articles/211175218-Auto-Generated-Account-Codes-for-Accounts) for more information. Once an account or contact has been generated in the system the account code is locked down and not editable.
I hope this helps.
Thanks,
Ryan
0 upvotes
Good Morning,
Is there any logic in the CRM why the following happens?
Field Account Rep (EV870_REP_CODE) - not in sync on Accounts/Contacts
Field Account Rep2 & Account Rep3 (EV870_REP_CODE_2/EV870_REP_CODE_3) - these are in sync on Accounts/Contacts
Thank you,
Mirko
0 upvotes
Hi Mirko,
Can you explain what you mean by the Account Rep field not being in sync for accounts and contacts?
Thanks,
Ryan
0 upvotes
Hi Ryan,
If there is a a change of the Acc. Rep on Acc. level it does not update/change the Acc. Rep at the Contact. The other fields have the sync behavior. Change of the Acc. Rep2/3 at the Account / it changes the field on Contact level.
Thanks,
Mirko
0 upvotes
Hi Mirko,
Yes, I just tested this on my end and am receiving the same behavior as you are for Account Rep field not syncing correctly from the account to a contact tied to it. This appears to be a bug and have I reported it to our Development team for review. Once the issue has been resolved by them and tested by Quality I will update this thread to let you know which version the fix has been patched to. Thank you for letting us know so we can get this corrected.
Ryan
0 upvotes
Hello :-)
is there somewhere a tutorial/instruction how to change an adress of an account? after register a new account and storing an adress, the adress can't be change anymore. Is it an issue of my user-rights?
thanks a lot for your help -
greets, Samuel
0 upvotes
Hi Samuel,
-> Main Menu
-> Organization Parameters
-> check on Parameter AA261 -> the value should be set to "N"
Fingers crossed.
Mirko
0 upvotes
Dear Mirko -
thanks a lot! I found the Parameter, it was and is on "N"...
:-/
0 upvotes
How do you REMOVE duplicate accounts or unwanted accounts? The merge process isn't always viable because we want to clear out old information.
0 upvotes
Dear Nina,
thanks for your reply.
No > in the moment we just want to update the adress, i.e. the street. When I click into the adress-field and write a new street, after storing the field is empty again (or has the old value).
0 upvotes
any ideas?...
0 upvotes
Hi Samuel,
ich habe versucht das Verhalten nachzuvollziehen, ohne Erfolg. Meine Empfehlung ist ein Ticket einzureichen. Mich würde interessieren was die Lösung am Ende dafür ist.
VG
Mirko
0 upvotes
Lieber Mirko - danke vielmals! das haben wir gestern noch gemacht. Liebe Grüsse, Samuel
0 upvotes
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