Ryan Canny

Venue Sales Associate
  • Total activity 282
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Activity overview

Latest activity by Ryan Canny
  • Ryan Canny commented,

    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...

  • Ryan Canny commented,

    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...

  • Ryan Canny commented,

    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,

    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,

    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...

  • Ryan Canny commented,

    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...

  • Ryan Canny commented,

    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,

    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...

  • Ryan Canny commented,

    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,

    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