Release Notes: What's New in 2023.2

You are now able to store unique IDs from external systems on Events and Event Opportunities.

Some notes:

• You will define the external systems available and the configuration of the ID (numeric, alphanumeric, max length, and so on) in the new External Systems configuration table. This is the same table used to configure the account and contact external IDs introduced in 2023.1.
• A new tab labeled External IDs will be available on event and event opportunity records.
• There are explicit access privileges which must be assigned to users or roles to configure and use the new functionality. These access privileges control access to all external IDs, including those on accounts and contacts.
  • Configuration permissions:
    • Ability to Add/Edit External Systems
    • Ability to Delete External Systems
  • Data entry permissions:
    • Ability to Add/Edit External IDs
    • Ability to Delete External IDs
• For more details and step-by-step instructions, see External Systems and IDs. This article currently covers account and contact external IDs, but will be updated to include Events and Event Opportunities. The process is the same for all external IDs.
• Full API support is available.

The Limit Number of User Mass Communications access privilege has been renamed to Limit Number of Mass Emails. No functionality changes were made with this change.

• The following changes have been made to saved credit cards:
  • The Standard Payment Method window on the Account View dropdown has been converted to a new window called Accounts Wallet. This window allows back-office users to see if customers have multiple stored cards.
  • You are no longer able to manually add a standard payment method to an account.
  • Stored payment methods can be viewed (last four digits) and deleted but cannot be edited or changed.
• When a client pays a memo payment plan step via online registration, the paid indicator will flip to Paid = Yes if the payment amount is equal to the amount of the step.
• The Book Control field is now a filter for the Receivable Transaction Inquiry.

Activities created via Recipient Lists from the Audit Log will now be generated in a New status instead of a Completed status.

In addition, filters for Changed By and Entered By User Group and Access Level are now available on the Audit Log. This will aid in building onscreen reports for user activity and auditing.

When emails are sent with purchase order links and opened using mobile purchase orders, the window will default to View Purchase Order instead of Review Purchase Order. This will ensure that details can be adequately reviewed before approved or rejected.

See additional Purchasing updates below in the Improved section.

One meter is now the default unit for the drawing grid for metric units, instead of three meters.

One meter is now the default unit for the drawing grid for metric units, instead of three meters.

See additional Exhibition Management updates below in the Improved section.

Columns for activity's function start date, start time, end date, end time, and space have been added to the Activities subject. This will aid in building reports and email templates.

• A new endpoint is available to create an event from an event opportunity.
• The Event Opportunity API endpoints now allow access to user defined fields.
• The Include Conflicts field has been added to the booking Availability Search API end point.
• The Venue field has been added to the list of supported fields in the Spaces API.
• The Authorize External Link field in Event Portal has been added to the Tasks API.
• A webhook has been added to indicate that a meeting attendee has been checked in.
• The following API endpoints have been added to the Standard Edition:
  • Event External IDs: Add
  • Event External IDs: Delete
  • Event External IDs: Edit
  • Event External IDs: Read
  • Event Opportunity External IDs: Add
  • Event Opportunity External IDs: Delete
  • Event Opportunity External IDs: Edit
  • Event Opportunity External IDs: Read
  • Event Opportunity Flow Pattern: Add
  • Event Opportunity Flow Pattern: Delete
  • Event Opportunity Flow Pattern: Edit
  • Meeting Attendees: Add
  • Meeting Attendees: Bulk Add
  • Meeting Attendees: Delete
  • Meeting Attendees: Edit
  • Meeting Attendees: Read
  • Registration Automatic Voucher: Add
  • Registration Automatic Voucher: Delete
  • Registration Automatic Voucher: Edit
  • Registration Automatic Voucher: Read

• Momentus Payments: If a bank transfer fails to settle (due to bad account information, insufficient funds, and so on), the payment will be auto-reversed in back-office when the settlement status turns to Failed or Returned.
• Momentus Payments: Two new fields have been added to the payment record.
  • The Processing Fee field has been will show the amount taken from the payment for the Momentus processing fee.
  • The Principal Amount will show what the overall amount paid towards the order or invoice was, outside of the customer payment fee and processing fee.

The Change Internet Password page allows a BackOffice user to change the password for a public user. This page will now enforce public password schemes, preventing Backoffice users from incorrectly setting a password that does not align with the client's password scheme. The page will enforce the organization public password scheme first. If there is no scheme at that level it will enforce the site configuration scheme. If there is no scheme at either level it will behave in the same manner as before this enhancement.

You are now able to replace document headings/subheadings on locked contracts.

• During the upgrade/update process, any email log records older than sixty days will be purged. Email log records indicate if an email was sent or failed. The email record attached to an account, event, and so on will remain.
• The Order Registrants subject is now supported in email templates and can be used when sending emails from registration orders.
• +When inserting Momentus links into an email template, you are now able to add Registration Parameters to the link. These parameters allow you to include the account code (so the user is automatically logged in), promo codes (that will be automatically applied), and more. For a list of all parameter types and instructions see Use Registration Parameters in Momentus Links.

• Company, City and State have been added as displayable columns on the Registrants tab in Event Portal.
• Registrant Company, City and State have been added as standard fields on the Registrants page in Event Portal, as well as in the export of Registrant data.

• You can now see a list of registrants on the functions page. Add the Order Registrants section to the function window to view registrants per function.
• You can now set a default payment plan in registration payments configuration if there are multiple options available.

• Company Account has been added as a column on the Booths page.
• Order Processing Configuration (OPC) has been added as a column to the Tasks grid in the Copy Exhibitor Portal Setup page. This helps identify ordering tasks so that users/admins can quickly set the new price list on the new event.
• Shell Scheme, Sponsorship, and Drayage have been added to the Edit Multiple Exhibitors page.
• It is now possible to define the default booth status under Exhibition Defaults.
• The summary page for tasks on Exhibitor Portal has been updated to:
  • Allow the confirming of summary details, which provides quick access to the payment section.
  • Have a modern look and feel when exhibitors choose a payment option.
  • Have a modern look and feel when exhibitors manage billing information.
• When a user changes the language selection on the Exhibitor Portal, the user's preferred language in their CRM record will no longer be updated.

• Imported credit card transaction details will now map to the Expense Card file to get the personnel account. Details must be an exact match of the last four to the last four.
• Imported credit card transactions can now be assigned to a personnel account via Edit Multiple.

The Bookable and Visible flags are now available in Edit Multiple Spaces.

• Fulfillment Order Items can now be assigned a Deferral Schedule. This allows more flexibility when the revenue recognition of a fulfillment order item must allocated across months rather than recognized all at once.
• When a Fulfillment Order item has a deferral schedule assigned, when invoicing the order the invoice journal entry will recognize the item towards the specified liability account. There is a monthly journal entry process which can be run to allocate revenue and back out deferred revenue per the schedule.
• GL Accounts and Main GL Accounts can now be imported via Main Menu Import GL Accounts. The basic import includes the follow fields. The document must be in CSV format.
  • Mask Code
  • GL Account or Main GL Account
  • Description
  • GL Account Type
  Any field not represented upon import can be assigned once imported via Edit Multiple, in most cases.

• When a public user changes their password in an online application (Registration, Online Space Booking, and so on), they will now be required to enter their current password. If a public user does not know their current password, they should use the reset password workflow or contact a System Admin to reset it for them inside Momentus Enterprise.
• You can now specify the file name and heading for reports created during an export to Excel and PDF. In the Export Options prompt, add the file name and heading to the new File Name/Header field. This field will default to the view description.
• The Export to PDF workflow now includes page numbers and a date/time stamp at the bottom of the page.

Physical Count Batches can now be tagged to events at the batch level. Any adjustment transactions created when posting the batch will be assigned to that particular event and can be utilized in GL distribution as needed.

• When adding a contract clause or note or an exhibitor note, the event will now be filled out. This allows event filters to be used to view contract clauses and notes as well as exhibitor notes for the selected event.
• Display columns and filters for Event Category, Class, and Type have been added to the various Notes pages.

If activated on the Online Space Booking (OSB) configuration, the Venue field will now show on the Space Results page for each space, as well as on the Summary/Checkout pages. This provides the user more clarity throughout the entire OSB workflow to indicate in which venue their selected spaces are located.

The E-Payment application now allows you to accept partial payments. To enable this, check the Allow Partial Payment on the E-payment configuration window. Once checked, partial payments will be allowed for all E-payments.

• Purchase order contracts can now be adjusted on Closed purchase orders.
• A new implicit access privilege has been added related to Purchase Order Contracts: Allow Access to Purchasing Contracts by Department. This access privilege allows for access to purchase order contracts to be determined by the departments the user has access to. To use this parameter, assign the users who should have access to purchase order contracts and then assign the departments which they can access contracts for. If no one is assigned, then all users with access to purchase order contracts can see any contract regardless of department.
  • This new access privilege is independent of the access privilege for Purchase Orders by Department.

Report Naming Schemes are now supported for requisition-based reports.

When configuring the spaces where a resource is available, you can now view the spaces in their hierarchy on the Manage Resource Spaces page.

Dashboard gadgets and reports can now be built over the Window Usage subject.