Accounts, Contacts & Opportunities

  • 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. If *AUTO appears in the account code field when adding ...

  • 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

    The default value for the Direct Mail Opt-In check box when adding a new account is controlled by organization parameter AA 320.  To change the def...

  • 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. ...

  • Account Types

    Accounts and contacts are classified using account types. Examples include association, corporation, member, and so on. You can use Account Type Gr...

  • 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...

  • 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 ...

  • Affiliations

    You use affiliations to assign attributes to accounts and contacts. Some examples: Designate hotels as Downtown Property, Spa Hotel or Airport Pro...

  • Account Departments

    You can assign an account department to a contact to designate what department the contact works in within his/her organization.  Add an Account De...

  • Communication Types

    You use communication types to classify the various forms of communications you use for your accounts and contacts.  When you create a communicatio...

  • Account Positions

    You can assign an account position to a contact to designate the position the contact has within his/her organization.  Add an Account Position Cl...

  • Market Segments

    You can assign market segments to accounts or contacts. You can use Market Segment Groups, Market Segment Categories and Market Segment Classes to ...

  • Regions

    You assign an account or contact to a specific geographic area using regions. You can use Region Groups, Region Categories and Region Classes to cr...

  • 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...

  • Prefixes, Suffixes, and Salutations

    Salutations, prefixes and suffixes are only used with contacts (individual accounts). Salutations, prefixes and suffixes are all configured from th...

  • Gender Identities

    Gender Identities allow you to create your own custom gender options for selection within the software and public-facing applications. The custom G...

  • Opportunity Types

    You use opportunities types with sales opportunities. Opportunity types determine what fields are available for sales opportunities and allow you t...

  • Allow Duplicate Opportunity Types

    If you receive the following message when you add an opportunity to an account, you can update the opportunity to allow for duplicates. The opportu...

  • Opportunity Statuses

    Opportunity statuses indicate where an opportunity is in the overall process. You can create opportunity statuses for each area where you use oppor...

  • Opportunity Stages

    When working with opportunities, you can use the Stage field to track how the opportunity progresses through the sales process. Common stages are: ...

  • Probability of Win

    The probability of win is used to track the probability of selling a particular piece of business. The probability of win is often used by organiza...

  • Opportunity Cancellation Reasons

    You can track and report cancelled and lost business trends related to opportunities using Opportunity Cancellation Reasons. When you cancel an opp...

  • 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...