You can assign an account to different designations and can also have a different status in each of the designations.
Account/Contact Designations
Momentus Enterprise categorizes accounts and contacts into various designations, depending on which areas the account or contact is available in. Using account and contact designations allows you to have one account or contact record that is used in different areas of Enterprise so multiple accounts are not needed. For example, you can have an account available in the Event Sales and Registration areas of Enterprise but not available in the Payables area of Enterprise.
The designations available to you depend on the areas of Enterprise your organization has purchased. The following designations are available; however, you may not see all of them as options depending on the different areas of Enterprise your organization uses:
- Event Sales
- Public Relations
- Membership
- Personnel
- Receivables
- Payables (Supplier)
- Registration
- Speaker
Account/Contact Statuses
You can set each designation for an account or contact to a status of Not Applicable, Prospective, Active or Inactive. These statuses are provided by Enterprise. You can edit the description or color from the Account Statuses link from the Main Menu but you cannot add additional statuses.
- Not Applicable - The account/contact is not assigned to the designation. It does not appear on the Accounts or Contacts screen in that area of Enterprise. This also limits what accounts/contacts are available for certain processes.
- Prospective - The account/contact is in the pipeline to become an account in the designation. You may be in discussions or marketing to the account/contact but they are not an organization or person you have done business with yet. You can use the Status filter on the various Accounts and Contacts screens to remove Prospective accounts/contacts from the view or to create a view of only the Prospective accounts/contacts within a designation.
- Active - The account/contact is a client who you are doing or have done business with.
- Inactive - The account/contact is no longer working with your organization. This is often used to remove older accounts/contacts from the Accounts/Contacts screens.
Decisions to activate accounts/contacts in certain designations has system-wide impact. This may include where the accounts/contacts display and how the accounts are accessible for your users. Some examples of this are:
- An account/contact only active in Event Sales does not display in the Registration Accounts or Registration Contacts screen.
- You cannot attach an account that is not active in Personnel to a user logon account for Enterprise.
- You cannot use an account/contact that is not active in Membership as a distribution account for a bulletin.
- You cannot assign an account/contact that is not active in the Speaker designation as an evaluator or manager for proposals.
- A registration campaign cannot use accounts for other designations.
- You can use designation to prevent the logon of specific type of accounts to public-facing applications.
Additional information about account status:
- An account is considered archived if ALL designations are set to Not Applicable.
- You can set the account/contact default status, update the description and color of the account statuses in the Account Statuses screen from the Main Menu.
- An account automatically becomes active in Receivables if a payment is added for the account.
- A Prospective or Not Applicable account becomes automatically Active in Event Sales if an order or event is added for it. A registration order makes it automatically active in Registration.
- The Payables designation accounts/contacts are also known as Supplier Accounts and Supplier Contacts and become automatically active when a payment is issued to them.
- Personnel accounts and purchasing accounts have a special set of access privileges to prevent users from tampering with accounts of that designation.
Comments
6 comments
For which functionalities would a contact need to be active in Event Sales?
0 upvotes
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
0 upvotes
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?
0 upvotes
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
0 upvotes
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?
0 upvotes
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.
0 upvotes
Please sign in to leave a comment.