Theresa Gorman

1. User Guide
2. Events
3. Event Profiles

Momentus Support Center Not sure if I am missing something or if there is a bug in version 23.1 I have set up my profile for a 5 day event with bookings functions and orders. When I run recurring s...

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• Theresa Gorman
• January 11, 2024 11:35
• Edited
• 1 vote

1. Configuration Guide
2. Events & Functions
3. Function Access Privileges

I have this working now but it is a bit labour intensive as you have to add each individual person for each of the coordinator.  Would be better if you had the option to add as roles as well as ind...

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• Theresa Gorman
• March 20, 2024 08:39
• 0 votes

1. Configuration Guide
2. Events & Functions
3. Function Access Privileges

Momentus Support Center Allow Function Modification by Coordinator I am not getting the logic of this privilege.  I want users to be able to assign themselves to a function and when it is assigned,...

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• Theresa Gorman
• February 21, 2024 12:54
• 0 votes

1. User Guide
2. Accounts Payable
3. A/P Demographics

Thanks Chelsea, found it now.  I was looking to see when 'currency' was changed but unfortunately this is not included in the audit. Thanks for quick response.

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• Theresa Gorman
• January 18, 2024 15:59
• 0 votes

1. User Guide
2. Accounts Payable
3. A/P Demographics

Momentus Support Center Is there an audit log for A/P demographics?  I can see one for A/R demographics but not A/P. If there isn't one, is it on a roadmap to add? Thanks

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• Theresa Gorman
• January 18, 2024 09:52
• 0 votes

1. Configuration Guide
2. System Administration
3. Retire Custom Fields/User Defined Fields (UDF)

Thanks Sean I would prefer to retire rather than delete, however, as fields available are restricted for each type -TXT, AMT etc., it makes sense why retirement of the field is not an option.

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• Theresa Gorman
• January 08, 2024 09:13
• 0 votes

1. Configuration Guide
2. System Administration
3. Retire Custom Fields/User Defined Fields (UDF)

Momentus Support Center Is it possible to retire a line within a UDF set?  There is a line I know longer require but there will have been data collected prior so I do not want to delete it. If I cr...

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• Theresa Gorman
• January 03, 2024 14:21
• 0 votes

1. Reporting
2. General
3. Save Different Report Settings on a Report Prompt Window

Is this on the roadmap yet? My users do not have permission to save or add new views, however, there is no issue with them saving their view for reports.  Even saving the last user settings automat...

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• Theresa Gorman
• November 15, 2023 14:20
• 0 votes

1. Configuration Guide
2. Accounts, Contacts & Opportunities
3. External Systems and IDs

I have just been looking at this.  Is anyone using it and for what types of systems are you using? In my version - 30.99B, there are many fields/sections missing from the guide above e.g. there is ...

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• Theresa Gorman
• August 31, 2023 07:55
• 0 votes

1. User Guide
2. Payment Plans
3. Credit a Payment Plan Step

Ungerboeck Knowledge Base Administrator It was common practice to credit a credit line in payment plans, however, on trying to do this now, you get error that this cannot be done.  Did something ch...

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• Theresa Gorman
• June 14, 2023 08:07
• 0 votes