Kaitlyn Batliner

Venue Operations Professional
Venue Sales Professional
Exhibitions Associate
Registration Associate
  • Total activity 144
  • Last activity
  • Member since
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  • Followed by 0 users
  • Votes 3
  • Subscriptions 76

Activity overview

Latest activity by Kaitlyn Batliner

  • Kaitlyn Batliner commented,

    1. User Guide
    2. Accounts & Contacts
    3. Edit Multiple Accounts or Contacts

    Hi Melanie, From your Accounts (or Contacts) list page, you can select en masse all the Accounts (or Contacts) that need to be reassigned then right click. On the right click menu, go to Tools and ...

  • Kaitlyn Batliner commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Resources Overview

    Hi Michelle, Please see the following knowledge base article regarding Space Booking Rates: https://supportcenter.ungerboeck.com/hc/en-us/articles/204570428-Space-Booking-Rates  Regards, Kaitlyn Ba...

  • Kaitlyn Batliner commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Resources Overview

    Hi Joey, There is an Access Privilege for Add/Edit Resource Master Entries. However, if the user does not have access to the Resources window, it won't be 'triggered'. You can either assign the Res...

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    • Kaitlyn Batliner
    • 0 votes

  • Kaitlyn Batliner commented,

    1. Configuration Guide
    2. Facility Booking
    3. Base and Composite Spaces

    Hi Joey Lynn, Base/Composite is an computed field. When you add Components to the Space in the Components tab and Save, the field will automatically update to Composite. If no Component spaces are ...

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    • Kaitlyn Batliner
    • 0 votes

  • Kaitlyn Batliner commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Add a Resource

    Hi Michelle, Below are the optimal image sizes for the Resources that will be made available on Order Processing component of OSB: Main/Title Image: 200x150 (4:3 ratio)Details Image: 275x206 (4:3 r...

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    • Kaitlyn Batliner
    • 0 votes

  • Kaitlyn Batliner commented,

    1. Configuration Guide
    2. Notes & Activities
    3. Activity Email Notification Template

    Hi Mudit, When you add an activity and select multiple Recipients, an activity gets added for each Recipient selected. Therefore, each activity entry has only 1 Recipient. Each recipient will recei...

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    • Kaitlyn Batliner
    • 0 votes

  • Kaitlyn Batliner created an article,

    Availability Report

    1. User Guide
    2. Facility Booking

    You can use the Availability Report to share space availability with your customers in a calendar view for a month range. The report shows the booking status and event type (optional) for bookings ...

    • Kaitlyn Batliner
    • Updated
    • 2 followers
    • 0 comments
    • 2 votes

  • Kaitlyn Batliner created an article,

    Send Documents for Electronic Signature

    1. User Guide
    2. Documents, Email & DocuSign

    This article includes functionality released in the 2024.3 update. Momentus Enterprise has an integration with DocuSign allowing users to send documents from Enterprise to be electronically si...

    • Kaitlyn Batliner
    • Updated
    • 4 followers
    • 4 comments
    • 0 votes

  • Kaitlyn Batliner commented,

    1. Configuration Guide
    2. Resources & Price Lists
    3. Add a Resource Type

    Hi R.C. Please see the following article that speaks to replacing resource codes. Through this process, not only can you change the resource code, but can also change the resource type that the res...

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    • Kaitlyn Batliner
    • 0 votes

  • Kaitlyn Batliner commented,

    1. Public Applications
    2. Customer Opportunity Web Forms
    3. Customer Opportunity Web Forms

    Kris is correct. The 'Automatically add an Opportunity with each submission' is removed with 20.93 and is no longer necessary. If one or more opportunity types are selected on the Opportunity Types...

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    • Kaitlyn Batliner
    • 0 votes