Notes & Activities

  • Default the Activity Status

    There are two types of activities: Activities and Reminder Activities. For activities, it is assumed the activity has already taken place so the st...

  • Activity Types

    You use activity types to categorize your activities. You can also use activity types to default text into the Add Activity screen so you don't hav...

  • Activity Notifications

    Momentus Enterprise allows you to receive a notification when activities come due. You can receive notifications two different ways: email or the N...

  • Activity Email Notification Template

    Automatic activity email notifications can be configured to send to the activity recipients.  These can be sent out based on the activity due date ...

  • Note Classes

    Note classes are used to categorize the type of note you are adding, such as Additional Information or Setup Instructions. When adding a note, you ...

  • Configuring Note Categories

    Notes categories are used to organize similar note classes. On Notes pages throughout the software, you can search by note category (rather than mu...

  • Create Activities for a Note

    When adding a note, you can configure Ungerboeck to automatically generate an activity for a user or group of users.  Whether or not Ungerboeck cre...

  • Enable or Disable Automatic (System Created) Notes

    There are various notes generated by the software such as when an event changes status or if a service order item is deleted. To enable or disable ...

  • Note Sensitivities

    Notes can be assigned a sensitivity which controls which notes users in the software can view, edit and delete when used in conjunction with the Al...