Accounts & Contacts
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Configure Duplicate Checking for Accounts and Contacts
When an account or contact is added to Momentus Enterprise, the application can be configured to perform a duplicate check to ensure the same accou...
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External Systems and IDs
External Systems and External IDs have been added to Enterprise to allow storing of unique identifiers for use with other systems. This is particul...
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Auto-Generated Account Codes for Accounts
Account codes can be created automatically by the software or you can create them manually. To configure the software to automatically create accou...
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Show Address as Address Lines
By default, address information on the Add/Edit Account and Add/Edit Contact screens displays as an address block. You can change the display to us...
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Direct Mail Opt-In Check Box Default
You are able to mark whether an account has opted into direct mail or not via the Direct Mail Opt-In check box. A default value for the Direct Mail...
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Assign User Defined Fields (UDFs) to Accounts
User defined fields (UDFs) are used to gather additional information about an account. Account UDFs are the same for all accounts in the software. ...
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Assign User Defined Fields (UDFs) to Contacts
User defined fields (UDFs) are used to gather additional information about a contact. Contacts UDFs are the same for all contacts in the software. ...
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Manage Account Types
Accounts and contacts are classified using account types. Examples include association, corporation, member, and so on. You can use Account Type Gr...
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Configure Relationship Types
A relationship is a link between accounts and/or contacts. You can use relationship types, such as bill-to or executive, to organize and define the...
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Address Types
Address types are used when an account or contact has multiple addresses, such as a Bill-to Address and a Ship-to Address. Add an Address Type Cli...
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Manage Communication & Data Storage Preferences
You can use preference types to manage the communication and data storage preferences of your customers. The software comes with the three most nec...
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Preference Types
Preference types are the communications or data storage options your customers can choose to consent or not consent to. To add, edit or delete pref...
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Preference Settings Access Privileges
To protect the Preference Settings for your contacts, you can restrict who can add, edit and delete the Preference Type information for your custom...
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Account/Contact Merge Technical Details
When an account or contact has a duplicate account or contact in Enterprise, it is possible to merge the two accounts or contacts to become one. Fo...
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Allow Contacts to Update Preference Settings Online
Most of the time, your customers enter or update their Preference Settings online. How to configure your online Preference Center depends on which ...
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Manage Affiliations
Affiliations are used to assign attributes to accounts and contacts. For example, you can designate hotels as Downtown Property, Spa Hotel or Airpo...
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Configure Account Departments
An account department can be assigned to a contact to specify what department the contact works in within their organization. In this article: Add...
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Communication Types
Communication types are used to classify the various forms of communication used for managing accounts and contacts. When you create a com...
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Configure Account Positions
An account position is assigned to a contact to designate the position the contact has within their organization. In this article: Add an Account ...
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Market Segments
Market Segments can be assigned to accounts or contacts. Market Segment Groups, Market Segment Categories, and Market Segment Classes can be used t...
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Regions
An account or contact can be assigned to a specific geographic area using regions. Region Groups, Region Categories and Region Classes can be used ...
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Address Labels
Address labels are used for accounts and contacts to create mailing labels (see Print Address Labels). Address labels are set up by country and con...
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Configure Gender, Prefixes, Suffixes, and Salutations
Gender Identities, Salutations, Prefixes and Suffixes are used with contacts (individual accounts). If you wish to specify a gender identity for pr...
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Probability of Win
Probability of win is used to track the probability of selling a particular piece of business. It is often used by organizations who are tracking a...
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Opportunity Cancellation Reasons
Opportunity Cancellation Reasons can be used on opportunities to track and report on cancelled and lost business trends. When you cancel an opportu...
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Lead Statuses
Lead statuses indicate where a lead is in the overall process. There are two levels to lead statuses: lead status class and the lead status. You mu...
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Lead Sources
Lead sources are a list of where potential business originated such as Website Inquiry or Tradeshow. Lead sources are used with Account Leads, Even...
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Event Sales Configuration Screen - General Tab
You use the Event Sales Configuration screen to configure system behavior for the Event Sales area of the software. Typically, this information is ...
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Event Sales Access Privileges
You use access privileges to control the information roles/users can view, add, edit or delete. You use access privileges in conjunction with acces...