Lucy Roughan

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Activity overview

Latest activity by Lucy Roughan

  • Lucy Roughan commented,

    1. User Guide
    2. Events
    3. Copy an Event

    Thanks Jodi, I added a product idea under System Admin prior to your message. Hopefully that's okay :) Added option when copying event - Event Coordinator fields - Yes/No – Momentus Support Center ...

  • Lucy Roughan commented,

    1. User Guide
    2. Events
    3. Copy an Event

    Hi, could I please check on the option to remove event coordinator assignments that Chris has mentioned above? Our Business Development team has asked for the same functionality. Thanks

  • Lucy Roughan commented,

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

    Thanks Dustin, these documents are more event specific than a template or report, eg. floorplan from the client's previous year's event. Will add an enhancement. 

  • Lucy Roughan commented,

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

    Hi Dustin, yes we do makes changes - each year the document gets built on/tweaked but using the document/s from the previous years event saves us a lot of time. 

  • Lucy Roughan commented,

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

    Is it in the roadmap to enhance the copy document feature so you can copy multiple documents from one event to another? We currently have to copy/duplicate each document individually (and it then c...