Ryan Canny

1. User Guide
2. Documents, Email & DocuSign
3. Add and 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...

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• Ryan Canny
• October 19, 2023 15:03
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Add and 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.

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• Ryan Canny
• October 19, 2023 14:33
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Add and 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
• October 19, 2023 14:18
• Edited
• 0 votes

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
• October 18, 2023 18:45
• Edited
• 0 votes

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...

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• Ryan Canny
• October 18, 2023 18:39
• 0 votes

1. User Guide
2. Documents, Email & DocuSign
3. Add and 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
• October 18, 2023 18:45
• Edited
• 0 votes

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...

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• Ryan Canny
• October 18, 2023 13:00
• 0 votes

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

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• Ryan Canny
• October 17, 2023 21:31
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Account and Contact Import Tips

Hi Jake, Yes, it is possible to import contacts with an email address. When you are creating your import on Step One: Default Import Values window the Import Record As field on Processing Options s...

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• Ryan Canny
• October 03, 2023 15:11
• 0 votes

1. Configuration Guide
2. Notes & Activities
3. Activity Notifications

Hi Kris, Are you referring to the status field on activity notifications layout? If so, this is a non-editable field you can bring in to view the status but do not have the ability to actually chan...

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• Ryan Canny
• August 16, 2023 18:03
• 0 votes