Navigation

  • Sales Goals

    Sales Goals provide the ability to set goals and to measure progress towards those goals. These goals can be set against individuals, teams, depart...

  • General Navigation

    This article contains information about the following: Global Navigation Bar Home/Dashboard Display Screens Filter or Search for Information in a ...

  • Set Your Startup Screen

    You can configure which screen initially displays for you when logging into Momentus Enterprise. To configure your startup screen: Navigate to the...

  • Momentus Enterprise Glossary

    Below is a list of common Momentus Enterprise terms and definitions: Account: A company or organization with which a user does business. Activity: ...

  • 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 Th...

  • Taskbar

    The Taskbar is located on the far-left side of Momentus Enterprise and displays the current screens you have opened and a history of the screens yo...

  • Common Right-Click Options

    The right-click options (also called the right-click action menu) available on a screen are a combination of standard options and options specific ...

  • Momentus Enterprise Shortcuts & Hotkeys

    Add and Edit Pages Ctrl+Q = opens a Quick Find field to search for fields, actions and sections on the screenCtrl+Alt+Right Arrow/Left Arrow = snap...

  • 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...

  • Views

    Views save your screen configuration such as the filters, columns, sorting, grouping and totaling you have set up. You can create multiple views fo...

  • Export a Screen

    You can export the information that displays in the lists the left side of a screen to a PDF or Microsoft Excel. To export the information in the l...

  • Copy Cells

    Much like Excel, you can copy and paste values from a single cell into a range of cells in the Bookings and Functions grid. Like Excel, you can cop...

  • Column Settings

    Throughout Momentus Enterprise screens, you can: Show Columns Hide Columns Change the Column Order and Width Sort Information in Columns Group on ...

  • Change Location for the Detail Display

    By default, Momentus Enterprise displays a List screen on the left and a Details screen on the right. However, you can customize this so the List s...

  • Changing Between Organizations

    If you have access to multiple organizations, you can switch between the organizations depending on which one you need to work in.  To change betwe...

  • Managing Leap Year in the Date Fields

    In the date fields within the system, when February 29 is entered, the year will only allow a valid leap year to be entered.  The system will defau...

  • Increase the Maximum Amount of Displayed Results

    By default, Momentus Enterprise limits the display of information to 25,000 records. You can override this default setting if you need to view more...