Accounts

Your company is constantly in touch with a large number of business partners, private individuals or public authorities - starting with your own staff members and customers, through suppliers and service providers to administrative authorities, agencies or credit institutions. Some of them are individuals, others are companies with changing contact persons, maybe subsidiaries or various branch offices. Up-to-date names, company affiliations, telephone numbers and email accounts are just the bare minimum. Save further information on contacts within easy reach so that all essential data can be viewed without delay - evaluations, customer ratings, previous contacts, data usage topics or travel routes.

All this and much more is handled under Account Accounts on the Home Home tab of Bp Event. Account management is key for customer relations managament and at the core of the entire application.

Scope:

Address and contact details
Enter all relevant account details, including the address, email address, telephone number, website and much more. In the administrative settings, specify which fields are mandatoryor optional. The address and contact details are used in many places. For example, letterheads are automatically filled in for correspondence, the person is addressed personally in the cover letter, and the email address is automatically pre-filled for email correspondence. Keeping your address database up-to-date will repay the effort.

Categories
Enter at least one account category to label the account as a private or company account, staff member, supplier, etc. A total of 20 categories are available to you. The categorisation by target group is helpful for addressing newsletters or surveys. The categories can be used to filter and utilise the accounts for individual business purposes, such as analyses, mailing campaigns, etc.

Keywords
If you want to assign a characteristic to an account that does not fit into the predefined categories, use the more flexible keywords, which can also be entered with a date. You can use the keyword search to call up the accounts at any time in order to send targeted bulk mail or newsletters.

Contacts
Business accounts typically have one or more contact persons. For a supplier or major customer, enter the individual contact persons for orders, deliveries and invoices in order to address correspondence correctly. Define your primary contact person and specify people on your mailing list.

Different invoice and delivery address
There are often different invoice and/or delivery addresses for business accounts. Enter the relevant addresses in the fields provided. As soon as you book an event for this address, the invoice or delivery address is suggested and can be used.

Bank details
Enter the customer's or supplier's bank details for use by your finance department.

Use of personal data in compliance with your data protection concept
Implement the framework conditions of your data protection concept in Bp Event. Personal data may only be collected for specific, explicit and legitimate purposes, and must be processed in a way that is compatible with those purposes. This is documented when creating a new address or contact person. Furthermore, personal data will only be used with consent and for the specified purposes. Every customer has the right to know what data has been stored about them. Coordinate with your data protection expert to determine exactly which data customers must be granted access to. Personal data must be deleted if it is no longer required or relevant, or if the data subject requests it.

Datasheets
Account datasheets are based on pre-configured templates. Use them for customer analyses, sales statistics, booking histories, call logs or whatever else you need.

Suggested items
Store booking suggestions for regular customers who preferably order a certain arrangement or items. The item is suggested whenever a new event is created and can be adopted directly. Even new staff members can thus be made aware of your regular customers' wishes.
Example: Mr Miller regularly orders Veuve Clicquot for his aperitif.

Networks
Document links between different account by drawing a network.
Example: Company XY with headquarters in Hamburg and branches in Munich, Dortmund and Berlin

Links and filing locations
All information on correspondence, appointments*, documents*, events, quotes etc. can be found in the Info Centre and its data sources.

Route planning
The route planner automatically calculates the route from your company address to the currently opened account address. The journey time and the optimum route for deliveries or on-site appointments can thus be planned very quickly.

Correspondence > Emails, bulk mail, newsletters, internal messages
When creating correspondence such as emails or bulk mail, relevant address data (email address and contact name) is pre-populated. When sending an internal message from this account, the recipient not only receives important information, but can also open the linked account record directly.

Further options with other modules:

CRM plus^M
Adds additional tools for in-depth relationship marketing. With CRM, all relevant data is securely stored in a central locationaccessible to every authorised user. Record all information from conversations in customer contact notes, enter individual customer conditions (surcharges and discounts) and create follow-ups.

Modules relevant for accounts:

The following modules can supplement the range of useful features for account management. If data is linked to or created from an account, a link is automatically created and the information can be retrieved at any time.

You can view your module configuration with administrative permission. Go to the Administration tab and click on > Settings > Licenses, or contact your Bankettprofi account manager.

Appointments^M
Appointments that are created from an account record are automatically linked to that account. Add more participants can be added, plan arrival and departure times and send confirmation emails to all participants.