The Global Accounts and Contacts feature (GAC) enables all Accounts & Contacts to be shared across all Organizations within the Chain.
This means that EVERY USER in ANY ORGANIZATION of a Chain can see, edit, and associate data with any Account/Contact in ANY ORGANIZATION of the Chain regardless of whether the User has access to the Organization the Account/Contact was created in.
For example:
The user Katie is assigned access to the Pillowmint Hotel
The user Joanne is assigned access to the Koality Hotel
Katie adds an Account or Contact to Pillowmint Hotel, Joanne can view, edit & delete it. Joanne can also use the Account or Contact to associate it to her own Bookings, Tasks, etc.
IMPORTANT! Once Global Accounts is turned on, it cannot be reversed. Please ensure you consider this in your decision process. If you are unsure please reach out to our friendly Customer Support Team to talk this through.
When Should You Enable It?
When Should You Enable It?
By default, this option is NOT enabled for new chains. You should enable this setting if at least one of the following is true:
You want one shared set of Contacts and Accounts for your whole chain
You want to connect to a PMS that enforces global accounts/contacts (Mews, SNT)
How To Turn Global Account On
How To Turn Global Account On
Due to the irreversible nature of Global Accounts, it needs to be turned on by the Event Temple team. A Chain Admin should reach out to the ET team if they would like the feature turned on across the Chain.
Please note: You cannot turn on this feature for part of the Chain. It is a Chain wide setting and will share Contact/Account across all the Organizations in your Chain.
Mews PMS and Global Accounts
Mews PMS and Global Accounts
In order to use Mews Account Sync and Mews Contact Sync, Global Accounts must be turned on.
If Global Accounts is off
You cannot turn on Mews contacts and accounts sync
ET will not validate if all your properties belong to same Mews chain (i.e. if Global Accounts is off you can still add Mews properties in one ET chain which may not belong to same chain in Mews)
You cannot turn Global Accounts on, if you have properties that belong to different Chain in Mews
If Global Accounts is on
Every Mews property added should belong to same Mews chain
You cannot turn global accounts off
Important Considerations
Important Considerations
The Move a Booking feature requires Global Accounts to be turned on. (To move a Booking from one Organization to another)
Custom Fields and Setup Values are defined at the Chain level, so they will be available and work consistently for any Account/Contact in any Organization
When viewing an Account:
You will only see the associations (eg Bookings, Emails, Tasks) for the current Organization you are in.
You WILL see Room Pickups and Volume Rates from any Organization.
When viewing a Contact:
You will only see the associations (eg Bookings, Emails, Tasks) for the current Organization you are in.