Barbara-Key
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Recent activity by Barbara-Key-
Work Orders Screen
The Work Orders screen shows all work orders across events and service orders. The Work Orders screen is often used to view all the upcoming work orders for a department. You can access the Work Or...
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Duplicate Checking when Adding Accounts and Contacts
When you add an account or contact to Momentus Enterprise, a duplicate check is performed to ensure the same account or contact does not already exist. Duplicate checking is performed during the sa...
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Work Order Items Screen
The Work Order Items screen shows a line for each work order item across all events and all service orders. The Work Order Items screen is often used to: Complete large groups of work order items ...
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Work Order Item Actuals
Actuals are created when a work order item or an entire work order is completed. You can have actuals that are the same amount as the ordered units or you can have actuals that are more or less tha...
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Approving a Bulletin
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 ...
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Account Designations and Statuses
You can assign an account to different designations and can also have a different status in each of the designations. Account/Contact Designations Momentus Enterprise categorizes accounts and cont...
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Issue a Work Order vs. Print a Work Order
Printing a work order and issuing a work order are very similar processes; both result in printing the work order. However, when you select the Issue Work Orders action, the Printed Date, Printed T...
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Manage Relationships Between Accounts and Contacts
You can connect a contact to an account to create a relationship between that account and the contact. You can create different relationship types, such as bill-to or executive, that help organize ...
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Users Locked Out/Unable to Sign In
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...
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Automatic Notes for Events
You can configure the system to create an automatic note on an event when the: Event status changes. The automatic note includes the status information and the user who changed the status. Event i...