Adding Contacts
To add a new contact into Ungerboeck, you must conduct an adequate search to ensure you will not be creating a duplicate record.
Contact Associated with an Account
If a contact works for a company that exists in Ungerboeck, the easiest way to add them is from the account record as many details are inherited by the new contact record.
Locate the correct account record in the Accounts - All feature, then you can either edit the account, or use the details pop-out window to view the Relationships tab. In the Contacts section of the tab, click Add.
On the Add Contact window, enter the contacts First and Last Name, Prefix (if known), Title (Job), email and other communication details such as their mobile, or direct landline number; these fields are indicated by the red arrows in the image above. It is very important to make sure that the Internet Logon box is ticked, this field controls the contacts access to utilise the registration component of Ungerboeck.
Most of the contact details should be available form their email signature, please ensure all information is entered accurately (embarrassing when communications are sent and the contacts name is spelt incorrectly).
All of the fields that the green arrows point to have been populated from the account. As you can see, adding contacts directly to the account odes save a lot of data entry.
Once you have entered the main contact details, press the Floppy Disk icon to save the work completed and remain in the current window.
Click on the Account Status tab and ensure that the Event Sales Module Status, and the Registration Module Status are set to Active.
Sole Trader / Private Individual
If the contact being added is not associated with an account/company e.g. they are a sole trader, or private individual, they can be added for the Accounts - All window.
Enter all mandatory fields as explained in the Contact Associated with an Account instructions, with the addition of all required address details, Market Segment (Private/Individual), and Type (Individual/Sole Trader).