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Account Designations and Statuses

Comments

6 comments

  • Elisabeth Bollmann

    For which functionalities would a contact need to be active in Event Sales?

  • Ryan Canny

    Hi Elisabeth,

    Can you elaborate on what you mean by functionalities?  As long as you have the Event Sales status set to active for the contact under Account Status section that should be all you need to do.

    Thanks,

    Ryan

  • Elisabeth Bollmann

    Hi Ryan, most of our contacts are entered through registration and therefore are only active in the Account Status "Registration", not in Event Sales. Do contacts need to be active in "Event Sales" as well, e.g. for sending them emails, selecting them in any drop-down or any special area of Ungerboeck?

  • Ryan Canny

    Hi Elisabeth,

    I checked with our Product Management team on this and if your contacts are active in Registration (but not Event Sales) you should still be able to send emails and select them from drop-down fields in Ungerboeck. If you are currently not able to do this please work with our Client Care team on getting a ticket entered and Development can review this further.

    Thanks,

    Ryan

  • Elisabeth Bollmann

    Hi Ryan,

    Thanks, those actions are working fine. I'm just curious for which actions the Account status would need to be active in "Event Sales". Is it just related to an order created for this account? 

  • Ryan Canny

    Hi Elisabeth, 

    I confirmed with Product Management that there should not be a specific designation in the system where the Event Sales status needs to be set to active. Some drop-downs like selecting an account for an event for example filter for only Event Sales but the Advanced Search allows you to select other designations as well.

    I hope this helps.

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