Accounts & Contacts – Momentus Support Center

Approve Bank Information Changes on a Supplier Account

This article includes functionality released in the 2024.3 update. When any bank information on a supplier account is changed, it is best pract...

Update Multiple Account Reps

Momentus Enterprise allows you to bulk update the Account Rep on multiple accounts. This is especially useful if you have turnover in your building...

Accounts and Contacts

In Momentus Enterprise, there are accounts and contacts. Usually an account is a company or organization, and a contact is a person within that acc...

Duplicate Checking when Adding Accounts and Contacts

When you add an account or contact to Momentus Enterprise, a duplicate check is performed to ensure the same account or contact does not already ex...

Edit Multiple Accounts or Contacts

Edit Multiple Accounts You can edit information for multiple accounts at one time. Click the Accounts link from the Main Menu. The Accounts screen...

Copy an Account

To copy an existing account to create a new account: Click the Accounts link from the Main Menu. The Accounts screen opens. Select the account to...

Making an Account its own Bill-To Account

For the system to have an organization be the bill-to account for itself – for example, Smith Convention Center is the bill-to account for Smith Co...

GDPR and Momentus Enterprise Software FAQs

Is my organization affected by GDPR? Any organization that stores or processes the data of EU (European Union) residents is subject to GDPR. If you...

Using Preference Center Filters on Accounts & Contacts

On the Accounts and Contacts windows of the software you may filter results based on Preference Setting responses, using the search fields Consent ...

Account Designations and Statuses

You can assign an account to different designations and can also have a different status in each of the designations. Account/Contact Designations...

Events Tab Display for Accounts and Contacts

On both the Accounts screen and the Contacts screen, an Events tab can be displayed. Events will display on this tab for the selected account or c...

Searching over Accounts and Contacts

For a simple search: The Search field in Momentus Enterprise can search for Account Name, Account Code, Account Search, Acronym, and Account Compan...

Import Accounts and Contacts

New accounts and contacts can be imported into Momentus Enterprise using a CSV, XLSX or XML file. You can also use the same method to update accoun...

Account and Contact Import Tips

Accounts and Contact Imports work best with simple, well-structured, and moderately sized data sets. You can import information related to account ...

The Account Merge Process

The following details what is involved in the Account Merge Process from a system administrator/technical standpoint 1. The User Access Privileges ...

Manage Duplicate Accounts and Contacts

When Duplicate Checking has been configured in Enterprise, the application will check for duplicate accounts and contacts when creating new account...

Add Multiple Addresses for an Account or Contact

When an account or contact have multiple addresses which need to be recorded on Momentus Enterprise, these can be added to the account or contact r...

Account and Contact Affiliations

Use affiliations to assign attributes to accounts or contacts. You can use these attributes for searching or creating account and contact lists tha...

Account Logos

Account logo images cannot exceed 1 MB and must be a JPEG, PNG or Bitmap. If your organization uses Document Management, the logo image is not stor...

View, Change, and Remove Contact Preference Settings

Usually a contact’s preference settings are coming in from an online application, but you can view, update, remove or add a contact's preference se...

Making a Contact a Primary Contact

To update a contact to be the Primary Contact: From the Global Navigation Bar, click the Accounts button. On the Accounts screen, select the accou...

Manage Relationships Between Accounts and Contacts

You can connect a contact to an account to create a relationship between that account and the contact. You can create different relationship types,...

Inactivate, Hide or Delete Accounts and Contacts

To manage accounts or contacts you no longer use, you can: Make the Account or Contact Inactive - The account or contact displays in each designat...

Inactivate Contacts for an Inactive Account

Making an account inactive does not automatically make the contacts for the account inactive To make the contacts inactive: Click the Contacts lin...

Print Address Labels

You can create address labels for an account or contact based on the entered address information and the address label configured in the Countries ...

Link to Account Logos from the Accounts Screen

You can create a custom field on the Accounts screen that links to an account's logo on the web. Click the Custom Reports and Links link from the ...

Creating a Birthday Calendar List for Contacts

You can create a birthday calendar list on your contacts screen that sorts by Month and Day by creating formula fields. To do this, follow the belo...

Save Outlook Meetings to Ungerboeck (Appointments)

You can push Outlook Meetings to Ungerboeck using the Outlook Add-In. Outlook Meetings pushed into Ungerboeck are called Appointments. You can als...

Orphaned Accounts and Contacts

When you set all the designations for an account or contact to Not Applicable, it is moved to the Orphaned Accounts screen. The account or contact ...