Add an account
For a detailed description about accounts, click here.
To add an account select Accounts on the navigation bar on the left, then select Create account on the top right.
This will bring you to the Create account template. The only mandatory field is the Account name. A detailed list of all of the other fields and their uses can be found at the bottom of this page.
Once you have completed the template select Create account at the bottom of the page.
You will then be redirected to the Account dashboard where you can see the account information, events linked to this account, contact information, as well as recent activity related to this account.
Account Name : Enter the desired name for the account.
Office address : Use the Search bar to easily find the address of the account. When an address is selected the relevant fields will be auto-filled. Alternatively you can manually enter the address details in the fields below.
Invoice address : Use the quick link Copy office address to directly copy the office address to the invoice address. Alternatively you can enter a new address following the same steps as above.
VAT Number : Enter the accounts registered VAT number. Alternatively you can specify that the contact is not VAT registered by selecting the radio button.
There are several basic information fields : Phone, Fax, Website, Facebook, and Linkedin. Complete these fields if they are applicable.
Type : Select one of the four options from the dropdown. This will indicate what type of account this is; an agent, a client, a supplier, or a venue.
Industry type : This field allows you to select one of the custom industries you have created. To view how to create your own industry types click here.
Source: This field allows you to record where the contact with this account originated from such as advertising, website search, or word of mouth. To view how to create a source click here.
Medium : Here you can record what channel you received a lead from - via email, telephone, or online for example. To view how to create a medium click here.
Supplier type : This is a list of services or commodities that a supplier provides such as catering, cleaning, or security. To view how to create supplier types click here.
Account Manager : This allows any user to see who is managing this account. Search for any user that has been created to allocate them as the account manager.
Tags : This is a free text box that allows you to create custom tags for the account. These tags are used when you search for an account in EventWorks. When the field is selected the previously added tags will appear in a drop down list, alternatively you can type a new tag in and select "Add ...." and it will automatically add your new tag to the list so you can use it again in the future. This article shows you how to manage your custom tags.
Primary contact : This section allows you to designate the primary contact for this account.
Account summary : Enter any extra information about this account. You can use the toolbar to format the text as well as add media such as files or images to help explain the purpose of this account.
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To add an account select Accounts on the navigation bar on the left, then select Create account on the top right.
This will bring you to the Create account template. The only mandatory field is the Account name. A detailed list of all of the other fields and their uses can be found at the bottom of this page.
Once you have completed the template select Create account at the bottom of the page.
You will then be redirected to the Account dashboard where you can see the account information, events linked to this account, contact information, as well as recent activity related to this account.
Create account template explained
Account Name : Enter the desired name for the account.
Office address : Use the Search bar to easily find the address of the account. When an address is selected the relevant fields will be auto-filled. Alternatively you can manually enter the address details in the fields below.
Invoice address : Use the quick link Copy office address to directly copy the office address to the invoice address. Alternatively you can enter a new address following the same steps as above.
VAT Number : Enter the accounts registered VAT number. Alternatively you can specify that the contact is not VAT registered by selecting the radio button.
There are several basic information fields : Phone, Fax, Website, Facebook, and Linkedin. Complete these fields if they are applicable.
Type : Select one of the four options from the dropdown. This will indicate what type of account this is; an agent, a client, a supplier, or a venue.
Industry type : This field allows you to select one of the custom industries you have created. To view how to create your own industry types click here.
Source: This field allows you to record where the contact with this account originated from such as advertising, website search, or word of mouth. To view how to create a source click here.
Medium : Here you can record what channel you received a lead from - via email, telephone, or online for example. To view how to create a medium click here.
Supplier type : This is a list of services or commodities that a supplier provides such as catering, cleaning, or security. To view how to create supplier types click here.
Account Manager : This allows any user to see who is managing this account. Search for any user that has been created to allocate them as the account manager.
Tags : This is a free text box that allows you to create custom tags for the account. These tags are used when you search for an account in EventWorks. When the field is selected the previously added tags will appear in a drop down list, alternatively you can type a new tag in and select "Add ...." and it will automatically add your new tag to the list so you can use it again in the future. This article shows you how to manage your custom tags.
Primary contact : This section allows you to designate the primary contact for this account.
Account summary : Enter any extra information about this account. You can use the toolbar to format the text as well as add media such as files or images to help explain the purpose of this account.
Was this article helpful? Let us know by rating the article below!
Updated on: 07/09/2020
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