In simple terms, an Account is a company or corporation.
Accounts are usually used as a company associated with a Booking for a corporate Event. However, they can also be used to track information for other companies such as travel agents & vendors regularly used for Bookings.
An Account can be a standalone Account, or have parent/child set up. For example: Event Temple (parent account) Event Temple - Vancouver (child account) & Event Temple - London (child account).
An Account can have multiple Contacts associated with it. This is used to easily keep track of the various people at the company.
How to Use Accounts
Locate Accounts by clicking Accounts on the left-hand sidebar.
Add an Account
Like many things in Event Temple, you can add an Account in multiple ways. Below, an Account is being added from the Account page.
Click on Accounts in the left-hand sidebar
Click New Account
Enter the Account Name and any other information available
Click Save
That’s it! You’ve successfully added an account
Edit an Account
Click on Accounts in the left-hand sidebar
Search for the Account
select the Account name
To edit an account, click on the area of the Account you’d like to edit. The relevant pop-up will appear, whether it be a text box, checkmark etc.
Select the tick to Save or X to cancel without Saving
Delete an Account
Be careful, this action is irreversible!
From the Account List
Click Accounts from the Menu
Search for the Account
Click the Down arrow
Click Delete
Click OK to confirm deleting the Account permanently.
Delete multiple Accounts From the Account List
Select the checkbox on the left of the Account (or Accounts, if you'd like to delete several at once)
Select batch action
Select Delete
Click Apply
Confirm you want to delete the Account/s
Account Summary Page
The Account Summary page shows all information associated to the Account. Each section is broken down below.
Account Info
Travel Agent | A Booking can have both a Travel Agent and Account attached. Travel Agents can be reported on separately to Accounts by using the Filter "Travel Agent" |
Is Key Account | This will only appear if this feature is enabled for your Organization. Select this to add Key Account Tracking to the Account. |
Tax Number | This will appear on Invoices when an Account is linked to a Booking |
Account ID/IATA | Add this information to track accounts & travel agents by external identifiers. |
Website | Optional contact information, also a merge field. |
Optional contact information, also a merge field. | |
Phone Number | Optional contact information, also a merge field. |
Fax | Optional contact information, also a merge field. |
Market Segment | Optional information for reporting, also a merge field. |
Account Type | Optional information for reporting, also a merge field. |
Referral Source | Optional information for reporting, also a merge field. |
Address | Optional contact information, also a merge field. |
Associations
Organization
| Only visible if the Organization is part of a Chain sharing Accounts. This shows which Organization the Account was created in. |
Child Accounts | Will only be visible when an Account has been selected to be a Parent Account. |
Owner | The Event Temple user to who this Account belongs. This is often used when Sales People manage certain Accounts. |
Primary Contact | The main person in relation to the Account. |
Parent Account | Gives the user the ability to choose the overarching entity of the Account. |
Other Fields
Additional information based on the Account Custom Fields
Contacts sub-tab
A list of all Contacts associated with an Account. Use the checkbox & action button to perform actions on the Contact selected.
Notes sub-tab
Any internal notes related to the Account
Bookings sub-tab
All Bookings the Account is linked to
Tasks sub-tab
All Tasks the Account is linked to
Attachments sub-tab
Any attachments related to the Account
Key Account Tracking sub-tab
Allows you to manage Volume Rates & Room Pickup for the Account.
Important Considerations about Accounts
Only the Account name is compulsory when adding an Account.
When deleting Accounts, any Contacts attached to the Account must first be unattached or deleted.
The first benefit you will get from setting up your parent/child Accounts is that when you are viewing the parent account, you will be able to see all its child accounts and navigate to them quickly (and vice versa). Another benefit of setting parent/child Accounts is when generating your Top Account Report, the Account financials for a parent Account will be aggregated from itself and all its child Accounts.
It is possible to enter multiple Accounts with the same name as needed, however if there is an Account we consider a potential duplicate because of the Account name, you'll receive a notification of a 'potential duplicate'. If you hover over it, it'll show you the name of the Account & Contact.
Training Video
Additional Information