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CRM & Sales: Best Practices

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Momentus & Marketing Platforms

Larissa Propato | · 8 replies

Hi team, could anyone assist with some information on this customer query? Existing and upcoming. Thank you!----Our marketing team are keen to see how their spend is working when it comes to conversions in Momentus.  Below are the questions that h... see more
AR Demographics Warning in Edit Event Refer to Product Ideas

Martin Stephens | · 7 replies

Inquiring if anyone knows a better way to inform users that an Account is on a Warn AR Demographic in the Events section.Hold status stops users from making changes, but the Warn status is not very apparent at the Edi Event page.  On the account r... see more
Anonymising Account Answered

Ella Fancett | Edited · 2 replies

Hi Team, I have a customer, Porsche GB, who is trying to anonymise an account. After first reviewing the ‘account purge request’ window, it showed the account was attached to an open service order. The customer changed the status of the service or... see more
Improving Suburb / City - Postcode Validation in CRM Refer to Product Ideas

Himanshu | · 2 replies

Account name - Royal Agricultural Society of New South Wales Region - APAC Client version (Enterprise) - 25.4 Description of the issue The Suburb field (renamed from the City field – EV870_CITY) has accumulated many incorrect, misspelled, and mis... see more
Copilot to export data from Momentus Answered

Philip Bathfield | · 2 replies

Do we know of any customers that are using Copilot to export data from Momentus and leverage it with other platforms.Customer shared the following: "We were thinking that if we were exporting all the purchase orders or work orders, service orders,... see more
Campaigns & Orphaned Accounts Answered

Minka Verkaar | · 3 replies

Hi team, During EMEA Illuminate 2026 I spoke with one of our customers who had a question regarding the relation between Campaigns & Orphaned Accounts. Business Case: The Marketing Team builds a campaign based on certain criteria. One of these cri... see more
CRM Relationship Mapping

Martin Stephens | · 1 replies

A long time ago, in a version far far away (iEBMS), we had a section for relationship mapping.This section provided a table with unique records for all CRM relationships.  Somewhere along the road (I think V20) this section disappeared!  We had be... see more
OSB & OEO Customer Journey Tracking Answered

Larissa Faria de Luca Propato | · 4 replies

Hi team, could you please assist me with the below enquiry related to tracking the user journey on OSB and OEO? I understand it's something we don't do today, but what would be some ways to solve this?-----We need booking portal information that s... see more
Sales Goals per Team Answered

Minka Verkaar | Edited · 5 replies

Hi team, I have a question about Sales Goals and Sales Goal Types. I am preparing my sessions for EMEA Illuminate and building some test examples. For one of the examples I created, I would like to understand how it is designed. I would like to se... see more
Market Segment Audit Answered

Amy Durbin | · 2 replies

I have two customers who would like to audit and adjust their use of Market Segments to categorize Accounts.  Both customers have existing Market Segments created.  One customer has Market Segments that are too broad and they want to streamline th... see more
COWF Accessibility: Missing Page Language Refer to Product Ideas

Allison Ridings | · 2 replies

Austin Convention Center has a client requirement to ensure all public-facing digital content meets WCAG accessibility standards. When running accessibility checks (e.g., WAVE plug-in) on Customer Opportunity Web Forms (COWF), the page is flagged ... see more
Double click - what determines Edit or edit the inline? Answered

Satya Ram Nukala | · 2 replies

Hi Team,What determines whether double-clicking an item, such as POs, Events, or Accounts, triggers an Edit of that item? Additionally, in some areas, double-clicking allows for inline editing—what causes this difference? see more
Business Manager Communication Type

Amy Durbin | · 0 replies

Boston College used to utilize the Business Manager communication type on a contact to add a second email of a person needing to receive copies of emails requesting payment.  This Business Manager would automatically receive the email as well and ... see more
Managing 3rd Party Vendors in Accounts and Contacts Answered

Amy Durbin | Edited · 3 replies

Niagara Convention and Civic Centre is looking for recommendations on how they can better manage 3rd party vendors/contractors in their system.  Use case: A Marketing firm is booking events on behalf of other organizations.  The Event and Bill-To ... see more
Contract Report for multi-year Events

Minka Verkaar | · 3 replies

Hi Richard Marmura I am looking for our Best Practice and possible options when it comes to creating a Contract Report for an event that is booked for multiple years.Business Case: In a Convention Centre, an event or show with multiple editions (e... see more
A problem with 'Ordered Charges' Refer to Product Ideas

Martin Stephens | · 7 replies

We can calculate Ordered Charges for events.  The idea is to understand what Ordered Charges looked like at the end of any given month.The issue: The calculation reflects the current value of Ordered Charges, not what they were at the time. For ex... see more
Limitations/Recommendations on Synchronize Address Labels utility for large data sets Answered

Anthony Costantino | · 2 replies

We need to update address labels for 99k+ organization accounts in a client database (Disney). The Synchronize Labels utility seems to error out or not run and I don't trust that it's able to process that volume. Wondering what my recourse is here... see more
Duplicate accounts - Arabic names Answered

Mariam Abid | Edited · 9 replies

Description of the issue :When creating a new exhibitor, users search for the exhibitor in the account list. Since exhibitor names are mostly added in Arabic, spelling variations (Let's say sometimes it's written differently from one user to anoth... see more
Direct URLs to specific records Answered

Aurelien Baur | · 6 replies

Hello team,GL events is asking about the possibility of creating direct URLs to open specific records in Momentus Enterprise.Example: ...#/accounts/00000067?data=961e7f1ff281cf44d7fa55ff2ebdce32857d → shows the full record of an account. They woul... see more
Recommendations for connecting a CTI to Momentus Answered

Aurelien Baur | · 3 replies

Hello team, GL events is asking for Momentus’ recommendations for connecting a CTI system to Momentus and managing incoming/outgoing calls directly from Momentus.Example mentioned: AircallAre any connectors currently available for CTI integration ... see more
How to Set Default Relationship Type Answered

Allison Ridings | · 9 replies

Is there a way to change the default Relationship Type when creating a relationship between an Account and a Contact?I followed the steps in this article: Configure Relationship Types, which notes that the Order field determines how relationship t... see more
Membership sunset and future development Answered

Ina Beate Ziegler | Edited · 1 replies

Our Swiss customer SGAIM - Swiss Society of General Internal Medicine - needs to know the future development for (Legacy) Membership, 2026++ and beyond for their planning. They have heard, that Membership will not be developed any further. SGAIM o... see more
Bill To Contact gets filled by default Refer to Support

Dominik Obelöer | · 13 replies

Description of the Issue:Client is overall not using Bill-to-Contacts. As of that the Accounts do not have any Relationship set up and the Bill-To-Contact in the Exhibitor is empty. Still, when a Service Order is created the System defaults a Bill... see more
Assistance with Assigning/configuring UDFs of Type 'Personnel' to Account and Contact Records.

Edwin Hernandez | · 2 replies

Support Notes – This is related to CRM-5301. And Documentus PostZendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/349025Jira case: CRM-5301.Account: Museum of the BibleRegion: USArticles used in your research: https://supportcenter.unge... see more
Best Practice for Detailed Room Flow Counts in Event Opportunities Refer to Support

Katie Eisenbath | · 9 replies

I have a customer who has this business workflow.  We need to know the best way to manage it in Event Opportunities:Initially when the Event Opportunity is created, there are room nights per day that are entered in the Flow tab.  Then the Distribu... see more
Membership data Answered

Aurelien Baur | · 3 replies

Olympia is in the process of setting up the memberships module in Momentus. A key concern raised is how to securely manage and protect the personal data linked to memberships, in compliance with internal data access policies.To mitigate this, Olym... see more
A/R Demographics Access Question Answered

Amy Durbin | · 3 replies

A customer would like to give their Event Managers the ability to update the Taxable status in the AR demographics info of an account.  But they want to know if that extra access will impact anything else downstream that they should be aware of.     see more
Account merged into contact

Francesco Torchia | · 1 replies

Account name: Merge account into contact Region: EMEA Client version (Enterprise): 24.3 Description of the issue: Although in Community forum was stated that it is not possible to merge an account into a contact record, somehow a user was able t... see more
Mark Potential Duplicate Accounts as Not Duplicate

Joe Luckett | · 2 replies

Description of the issue: Customer is seeking a way to mark potentially duplicate accounts identified by the system as ‘not duplicates'.Zendesk Ticket Number: https://ungerboeck.zendesk.com/agent/tickets/360283 Account name: BrisbaneCC_1682140864R... see more
Orphaned Accounts - how/what/when? Answered

Laura de Jong | · 28 replies

Hi team,A customer of mine is working on their CRM-clean up. Following this article it states that “when all designations for an account or contact are set to Not Applicable”, it is moved to Orphaned Accounts: https://supportcenter.ungerboeck.com/... see more