Hope Saldaña (TEST)

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Activity overview

Latest activity by Hope Saldaña (TEST)
  • Hope Saldaña (TEST) created an article,

    Track Lost Revenue for Cancelled Service Orders

    When an event cancels, you can use summary fields to track the lost revenue for the service orders on the event. You must have the Report Builder upgrade to use summary fields. Click the Custom Fi...

  • Hope Saldaña (TEST) created an article,

    Add a Note to a Resource

    Notes can be added to resources when you need to record additional information on the resource. Resource notes can be used for internal or external use and only appear on the service order item whe...

  • Hope Saldaña (TEST) commented,

    Hi Kris, Check to see if their personnel accounts have email addresses. The email dropdown will pull from the personnel account information. If there is no email on the personnel account, that pe...

  • Hope Saldaña (TEST) commented,

    Hi Sherri, The "To:" field also pulls from the distribution lists. All you need to do is start typing in the distribution list name and it should pull up that list for you.

  • Hope Saldaña (TEST) created an article,

    Sending Emails

    You can send emails from Enterprise:  In a list of records (accounts, contacts, events, etc.), select the record you want to receive the email. Right-click and select Tools -> Send Email. The Emai...

  • Hope Saldaña (TEST) created an article,

    Ticket Submission Information

    Only an account's Main Support Contact is able to submit a ticket. If you do not see the Submit a New Request option in the Submit a Request drop-down on the Support Center Main Menu, you are not d...

  • Hope Saldaña (TEST) created an article,

    Increase the Maximum Amount of Displayed Results

    By default, Momentus Enterprise limits the display of information to 25,000 records. You can override this default setting if you need to view more than 25,000 accounts, contacts, events, orders, w...