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...
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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...
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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...
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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.
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Hope Saldaña (TEST) created an article,
Send Emails
You can send emails from Momentus Enterprise to your accounts and contacts. Emails are logged, allowing all staff to see communications with your clients. You can also create templates to save you ...
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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...
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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...