Accounts & Contacts

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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. ...

  • 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. ...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • Communication Types

    Communication types are used to classify the various forms of communication used for managing accounts and contacts.  When you create a com...

  • 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 ...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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...