The latest updates about the Learning Center, Knowledge Base, and more!
New Learning Center Courses
This month we are featuring NEW Learning Center Courses and Learning Paths, including:
- Momentus Enterprise DocuSign Integration Learning Path: This new Learning Path includes an On-Demand Webinar introducing users and admins to the benefits and features of the DocuSign Integration, as well as a training course for new end users on how to use the integration in their workflow processes.
- Online Event Ordering Learning Path: This new Learning Path includes an On-Demand Webinar introducing users and admins to the benefits and features of the Online Event Ordering extension - and a course for you to learn how to create and manage your Online Event Ordering public-facing sites.
- Web Themes & Web Skins: In this course, you will learn the differences between Web Themes and Web Skins in the Momentus Enterprise solution, including which applications and extensions utilize each, where to manage templates, and how to create and edit both web themes and web skins.
To view all featured Learning Center content visit the Learning Center Spotlight page!
Upcoming Instructor-Led Training
Office Hours: Dashboards - Wednesday, August 2, 2023
Join Momentus experts from Professional Services, Product Management, and Education Services for a live session devoted to Dashboards! Conversation will include discussion on design concepts for dashboard content and data best practices, among others.
Click here for more information and to register!
Office Hours: Document & Email Templates - Wednesday, August 16, 2023
Join Momentus experts from Professional Services, Product Management, and Education Services for a live session devoted to Documents and Email Templates. Enjoy focused time with our experts and gain insight from your colleagues within the industry! Conversation will include locking down content and creating templates within templates, among others. The structure of this session will allow for some pre-determined, focused topics as well as Q & A from you, our customers!
Click here for more information and to register!
COMING SOON:
- Application Administration (US/EU)- September 2023
- Office Hours: Packages
Bookmark or Follow the Live Training Opportunities Page to receive alerts when new courses are added!
Featured Knowledge Base Articles:
Release Notes: What's New in 2023.1
A revised format of the What's New release document! Updates are organized by module into three sections:
- New: This section highlights the major feature updates for this release. We've included all updates for these modules here in this section so all of the module's information is in one place.
- Changed: Critical changes in behavior which you need to be aware of.
- Improved: All the details about the rest of the enhancements to the software, grouped by module.
Prepare for the upcoming Dashboards Office Hours session by learning about standard dashboards and Dashboard reports.
The dashboard contains gadgets that provide users with real-time information from anywhere within the software.
What is displayed on your dashboard is completely configurable and can be created for users based on their roles in your organization. Create multiple dashboards and switch between them to see a wide range of information.
Prepare for the upcoming Document and Email Templates Office Hours session by learning about Document templates and Word Merge Templates.
Document templates allow you to create or import pre-formatted and pre-written documents to use throughout Momentus Enterprise. Using document templates allows you to standardize contracts and other documents and, with the use of Word Merge Template Documents, reduce the amount of manual input of customer and event information.
Prepare for the upcoming Dashboards Office Hours session by learning about standard dashboards and Dashboard reports.
Using email templates allows to standard communications for repeatable processes such as sending contracts, responding to inquiries, and mass email communications. You can use email templates throughout Enterprise such as in accounts, contacts or events and use wildcard data to import event or account specific data into the email text.
Bookmark or Follow the Featured Support Articles page to receive alerts when new articles are added!
Be sure to visit the Education Services Announcements frequently or “Follow” the pages to have updates sent directly to your inbox!
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