Navigation

  • General Navigation

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

  • 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...

  • 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...

  • Column Settings

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

  • Common Right-Click Options

    The right-click options (also called the right-click action menu) available on a page or window are a combination of standard options and options s...

  • 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...

  • Export Information on a List/Grid Page

      On any feature in Enterprise where you have a list of results on the page, such as Events, Accounts/Contacts, Service Orders, you are able to exp...

  • 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...

  • 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...

  • Manage Leap Year in the Date Fields

    When February 29 is entered into a date field, only a valid leap year can be used. The system will default the year to the next leap year, thus if ...

  • 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: ...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • Why can't I see a certain field, section, or tab on my layout?

    As you work in the knowledge base, there may be a field, section, or tab listed which you do not see in your Momentus Enterprise application. There...