AccuEvent Rental Software - Party Rental Software for Event and Equipment Rental

Faq Categories

Q: What is the ?Client Alerts? button for?

A: Each client record in AccuEvent can have an alert associated with the client. When an alert exists, anytime the client is located in a search or a new order is added for the client, the alert box pops up. An example of this would be if you wanted to give 10% off the next order with the client you could add an alert and when a new order is added the alert would pop-up before the order is added.

Q: How do I modify the phone number names for the Clients and Client Contacts?

A: Go into Administrative Options -> Company Setup and Phone Number Names. You can then edit the Client and Client Contact phone names.

Q: In the Credit Card Info, there isn?t room for a billing address, where do I put this?

A: In the Standard and Pro editions of AccuEvent you will need to create a Client Contact and call them ?Billing Address? as the name and the address can be stored there. We are in the process of updating this portion of the system.

Q: I am getting ?Field CUST_NAME must have a value? error message what does this mean?

A: In AccuEvent we made the Client Name a required field so that blank client records wouldn?t exist and cause confusion in the system. Currently, if a client name is left blank, the system gives a ?Field CUST_NAME must have a value? error message because the Client Name field is called CUST_NAME in the AccuEvent client database. To eliminate this error, choose ?Search? from the Client level in the system and then choose the record(s) at the top of the list that have blank client names and delete them or add a name and the error will be corrected.

Q: I am getting a ?Field FNAME must have a value error message what is this?

A: This error means that a Client Contact exists in the database that doesn?t have a First Name assigned. AccuEvent requires the first name to be assigned to avoid naming and blank record conflicts. To resolve this error, choose ?Search? for the Client Contact level and then choose the blank contacts and either give them a name or delete them and the error will be resolved.

Q: Why is there a Main Contact and a separate Client Contacts level?

A: To provide a place to put a main contact if information is imported from an external source such as Excel, Quickbooks or another system or source. Also, this field can be used as an attention field on mailing labels. This field also provides backward compatibility with the Lite system as that system doesn?t have the Client Contacts level.

Q: What is the Tax ID field for?

A: The Tax ID field is for Tax Exempt clients. In most states, (in the US) it is required that you keep the Tax Exempt / Sales Tax number on file. You will need to check with your State Comptroller to see if this is required from you.

Q: How do I edit the master Client Category list?

A: By going into Administrative Options -> Drop Down Menu Items and Client Categories. You can add, edit and delete categories in this list.