Mike Johnson
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Articles
Recent activity by Mike Johnson-
User Settings and Definitions
Your User Settings is the information specific to your Momentus Enterprise user, including the name that displays in Momentus Enterprise and the Theme you use. Since user settings control access an...
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Change a Field Name, Column Name or System Phrase
You can only change system-named fields, columns or phrases for a custom (non-system) dictionary. Change System Field Names You can update a system field name from the Edit Layout window. To change...
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Access Exceptions
Access exceptions apply to the sections/tabs, columns/fields and actions in the software. You use access exceptions to further define access after you assign features to roles(s). You can use acces...
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Action Restrictions
You use access restrictions when you need to hide an action for a particular screen. Action restrictions are different from action exceptions because action restrictions apply to only particular sc...
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Favorites
A favorite creates a shortcut for you to quickly access a customized view of specific screens without having to navigate through the menus. This is particularly useful if a screen is not on the Glo...
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Field Restrictions
You use field restrictions to require, protect and/or hide fields in the software. When you set up a field restriction, it is used wherever the field is available, not just the screen where you set...
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30.98 What's New
The 30.98 release includes a significant number of enhancements which will dramatically improve online and mobile experiences for your prospects, clients, external stakeholders and internal staff; ...
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Views
Views save your screen configuration such as the filters, columns, sorting, grouping and totaling you have set up. You can create multiple views for a screen to quickly arrange the information on t...
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Access Privileges
You use access privileges to further refine what users can do in the software. For example, which users can edit events beyond a certain status or which users can delete notes with certain note sen...
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Troubleshooting Access Management & Security
No matter how precise you are in creating your roles and users, and configuring your restrictions and privileges, at some point you or your users will run into security restrictions and messages th...