Barbara-Key

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Activity overview

Latest activity by Barbara-Key

  • Barbara Key commented,

    1. User Guide
    2. Work Orders
    3. Work Orders Overview

    Hi, Unfortunately we do not have a document for this. Do you have any specific questions we could help with? 

  • Barbara Key commented,

    1. Configuration Guide
    2. Events & Functions
    3. Automatic Notes for Events

    Hi, We double checked and the values for the automatic notes are hardcoded. So while SOME parts of the phrases might be in the dictionary you cannot remove the hardcoded values and it wouldn't end ...

  • Barbara Key commented,

    1. Configuration Guide
    2. Events & Functions
    3. Automatic Notes for Events

    Hi Tony, The note classes for the automatic notes are dictionary phrases so in theory they could be edited. However, I don't seem to be able to get them to be used. I am discussing with development...

  • Barbara Key created an article,

    Users Locked Out/Unable to Sign In

    1. Configuration Guide
    2. Users & Roles

    A user is locked out of Momentus Enterprise in the following scenarios: 3 incorrect password attempts. After 30 minutes, the user can attempt to log in again. Outlook Add-In or Office Add-In has a...

    • Barbara Key
    • Updated
    • 1 follower
    • 0 comments
    • 3 votes

  • Barbara Key commented,

    1. User Guide
    2. Accounts & Contacts
    3. Duplicate Checking when Adding Accounts and Contacts

    Hi, The behavior is different when adding contacts or accounts in V20. But,  if adding an account we would have expected a duplicate to be found if the spelling was the same in the name field. If t...

  • Barbara Key commented,

    1. User Guide
    2. Work Orders
    3. Work Order Item Actuals

    Hi Melia, once you zero it out you can then delete the actual item from the actual tab on the order. The good news is that starting in 20.9 this can all be done with just one new button and you wil...

  • Barbara Key commented,

    1. Configuration Guide
    2. Documents, Document Management & Email
    3. Document Headings and Subheadings

    There are two types of headings. Global – These are added in the various template folders and are used across accounts, events, etc… Unique – These are added when you check the “Only Available” ch...

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    • Barbara Key
    • Edited
    • 0 votes

  • Barbara Key commented,

    1. User Guide
    2. Work Orders
    3. Work Order Items Screen

    Hi Nancy, Product Management reviews all enhancements and determines if and how we can add them to the software. I am not able to provide you a timeline for a specific item without their review and...

  • Barbara Key commented,

    1. User Guide
    2. Work Orders
    3. Work Order Items Screen

    Hi, Currently the only thing that is available is the function header that contains the start time as part of the full header information. There is a start time column that is specific to the item ...

  • Barbara Key created an article,

    Approving a Bulletin

    1. User Guide
    2. Bulletins

    Approving a Bulletin: If Bulletin Approvals are activated, bulletins will not be able to be viewed in online Bulletin Management (BUM), until the bulletin is approved. Users have to be granted the ...

    • Barbara Key
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes