When you set all the designations for an account or contact to Not Applicable, it is moved to the Orphaned Accounts screen. The account or contact information is retained, but the account or contact no longer displays on any Accounts screen.
From the Orphaned Accounts screen, you can choose to restore the account or request that it is deleted (purged) from Momentus Enterprise.
Restore Orphaned Accounts/Contacts
- Click the Orphaned Accounts link from the Main Menu. The Orphaned Accounts screen opens.
- Select the account to reactivate.
- Right-click and select Edit. The Edit Orphaned Account screen opens.
- Change one of the designation statuses to Active, Prospective or Inactive.
- Click OK. The Edit Account screen opens which confirms the restoring of the account/contact.
Request to Delete Orphaned Accounts/Contacts
- Click the Orphaned Accounts link from the Main Menu. The Orphaned Accounts screen opens.
- Select the account(s)/contact(s) to request to delete. Use Ctrl+Click or Shift+Click to select multiple accounts/contacts.
- Right-click and select Request Purge. A prompt displays asking if you want to process the request now.
- Click Yes. The account is now available in the Account Purge Requests screen. See Inactivate, Hide or Delete Accounts and Contacts for details on deleting the account(s)/contact(s).
Comments
15 comments
Hi,
How can we re-active the Event Sales account when it is Inactive?
Thanks.
Regards,
Mavis Yew
0 upvotes
Hi Mavis,
If the account is Active in any other designation (Membership, Registration, Receivables), you can navigate to the account through that area (Member Accounts, Registration Accounts, etc.), Edit the Account, click on the Details tab, and change the Event Sales designation to Active.
If the account is not Active in any other designation, you can follow the steps above to reactive the account in the Event Sales designation.
I hope this helps!
0 upvotes
Hi Katie, I'm not sure where the "Purge Accounts link" is on the Main menu as I don't see it. I need to make a Vendor in Accounts Payable that is "Inactive" back to "Active". Can you tell me how to do this? Thank you,
Joanne
0 upvotes
Inactive accounts are still available in the main account screens (you just need to change your options to include them).
Only status "Not Applicable (0)" get moved to the purge/archived accounts window I think?
0 upvotes
Can you tell me where to find both the Main Account Screens where I change my options for the "inactive accounts" and also where the purge/archived accounts window is as I do not know where to access these.
Thanks
0 upvotes
Hi Joanne,
If you are working in v20:
To change the status of an account to Inactive, you can go to any of the accounts screens from the Main Menu. If you search for Accounts, you can see the Accounts - Event Sales link for example. You can also click the Accounts button from the Global Navigation Bar and this will open the Event Sales Accounts screen. You can then use the steps in this article to make the account inactive:
https://supportcenter.ungerboeck.com/hc/en-us/articles/205385518
The Purge Accounts screen is found from the Main Menu. If you search for Purge Accounts, it should be the only result that displays.
If you are working in v19:
To change the status of an account to Inactive, you can go to any of the accounts screens from the Main Menu. If you click on the Event CRM menu option, you can click the Event Sales Accounts menu option on the right for example. You can then edit the account and in the Status section on the right of the screen, update the drop-downs to Not Applicable.
The Purge Accounts screen is available from the Main Menu in v19 as well. Click on the Organization Administration option and on the right side of the screen, under the Administration section towards the bottom of the menu, you can select Purge Accounts.
Thanks,
Maggie
0 upvotes
Hi,
An update as I just realized there was a string of comments here - Lee is correct that only Not Applicable accounts are moved to the Purge Accounts screen.
If your supplier account is inactive, then you can go to the Supplier Accounts screen and make sure your filters include Inactive accounts (by default they usually only have active accounts which is why you may not be seeing it). Then you can search for the account you are looking for, edit it and update the Supplier designation to Active.
Thanks,
Maggie
0 upvotes
Hi Maggie,
Our company is currently using Ungerboeck V20. However, when I searched "Purge accounts" or "Purge" from the main menu, no results could be found.
If you could please help me with that?
Thank you
Ruby
0 upvotes
Hi Ruby,
The menu option is called Purge Accounts (v19) and should be on the Main Menu. If you aren't seeing it, it may be because you don't have access to that screen. You may need to contact your system administrator to see if they can grant you access to this screen.
Hope that helps!
Thanks,
Maggie
0 upvotes
Hi Maggie,
The issue has been resolved. Thanks for your help.
Kind regards,
Ruby
0 upvotes
Hello,
How can we purge accounts after v96, when v19 (Citrix) is disabled? In our tests with v96C I could not find any v20/30 option for it.
Looking forward for a reply.
Best,
Asli
0 upvotes
Hi Asli,
In v96 and after you will want to go to an account or contact and do the following:
Please let us know if you have any further questions.
Thanks,
Ryan
0 upvotes
Hi Ryan,
Thanks for the fast response. What about restoring? This is actually what I need to do most of the time. I cannot even find in v30 the accounts which do not have any designation anymore. If I click on an archived account (for example a contact who is registered to an event, but then all designations were removed from the contact afterwards), it says it is archived and cannot be modified, but the view/edit account page does not even show up. So no clue how I can access tools pane on those accounts.
In Purge Accounts (v19) I could recover designations, if needed. I see Purge accounts (v19) is still listed in v96, so I assume this needs to be done still in v19 via remote desktop connection?
Thank you.
Asli
0 upvotes
Hi Asli,
We looked into this further and found that the restore of archived and purged accounts process was missed in the conversion from v19 to v20/v30. A case has been entered for development and we will let you know when it has been resolved in .96.
Thank you for bringing this to our attention.
Ryan
0 upvotes
Hi Asli,
My apologies development has confirmed this has been completed. In v20/v30 the Purge Account window from v19 has been renamed as Orphaned Accounts. Here are the steps needed to take in order to restore an orphaned account:
Please let us know if you have any further questions.
Thanks,
Ryan
0 upvotes
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