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Workflow of the Event Lifecycle
An account in Ungerboeck refers to the organization/company/group for which an event is booked. A
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Searching for Accounts and Contacts
To search for accounts and contacts within the system, access the accounts or contacts window
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Identifying Member Contacts
To find members tab search for "Members - All".
In the 'Search For' field, enter th
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Adding Accounts
To add a new account into Ungerboeck, you must conduct an adequate search to ensure you will not be
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Tabs within the Account
Once the account has been saved, there are several tabs within the edit account window that offers s
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Adding Contacts
To add a new contact into Ungerboeck, you must conduct an adequate search to ensure you will not be
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How to tell the difference between an Account and a Contact
It is important that you select the correct action that is specific to the record you are required t
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Setting Warnings and Holds on Accounts/Contacts
Please note that specific users within the finance team can set warnings or holds on accounts; howev
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Editing Accounts and Contacts
Editing an Account/Contact from the Accounts/Contacts Grid
If you want to edit an account/contact