Ryan Canny

Venue Sales Associate
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Activity overview

Latest activity by Ryan Canny

  • Ryan Canny commented,

    1. Configuration Guide
    2. Notes & Activities
    3. Create Activities for a Note

    Hi Pam, It looks like you are wanting to be able to customize the activity text for when an event is created which is not possible at this time. I would encourage you to re-post this in the CRM Pro...

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    • Ryan Canny
    • Edited
    • 0 votes

  • Ryan Canny commented,

    1. Reporting
    2. General
    3. Save Different Report Settings on a Report Prompt Window

    Hi Theresa, I checked with our Product Management team and this is still on the roadmap but no timeline on when it will be worked on by Development. Once we have more information we will be sure to...

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    • Ryan Canny
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  • Ryan Canny commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Manage Documents

    My apologies on that Jeanne. If you add the Function column to your Documents tab grid for Events and then do right click > Sort, Group and Total to bring up Column Settings you can then sort by Fu...

  • Ryan Canny commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Manage Documents

    Jeanne, In the Documents tab grid on Events when you do a right click > Show Columns on the header section you can bring over Function as an available column from Column Settings. I hope this helps.

  • Ryan Canny commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Manage Documents

    Hi Jeanne, I am not sure where you are trying to sort documents by function from but on the Find Documents window off the main menu you can bring over the Function column and sort documents from th...

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    • Ryan Canny
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  • Ryan Canny commented,

    1. User Guide
    2. Notes, Activities & Checklists
    3. Checklists

    Hi Heather, It is not currently possible to add a checklist to multiple events at the same time. If this is something you would like to see added as a future enhancement, I would encourage you to p...

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    • Ryan Canny
    • Edited
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  • Ryan Canny commented,

    1. User Guide
    2. Notes, Activities & Checklists
    3. Checklists

    Hi Michelle, Checklists are just adding a bunch of activities at once and activity notifications are emails. You will want to turn on activity notifications from your user settings window. The syst...

  • Ryan Canny commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Manage Documents

    Hi Heather, To my knowledge it is not currently possible to add documents to multiple events at the same time. If this is something you would like to see added as a future enhancement, I would enco...

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    • Ryan Canny
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  • Ryan Canny commented,

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

    Hi Kris, If you have opportunity types configured in Event Sales designation for example they should be showing on the Add Opportunity Type dropdown. I just checked our Quality databases and they a...

  • Ryan Canny commented,

    1. User Guide
    2. Notes, Activities & Checklists
    3. Checklists

    Hi Pam, You will want to reach out to your Momentus Account Manager to make sure your Azure service has been turned on for activity notifications. Thanks, Ryan