Notes, Activities & Checklists

  • Activities

    An activity is a historical record of calls, email, meetings, and visits and upcoming reminders/to-do’s for yourself or other Momentus Enterprise u...

  • Send an Activity to a Group of Users

    It is possible to send an activity to groups of users. There are two ways to do this:  Select to multiple recipients on the Add Activity window. U...

  • Display Activity Notifications on the Global Navigation Bar

    You can configure Momentus Enterprise to display a notification in the Global Navigation Bar that you have activities, and you can view those activ...

  • Create an Activity When Sending an Email

    When you send an email from the software, you can automatically create an activity that includes the date, time and user who sent the email along w...

  • Checklists

    A checklist is a group of activities that you add to an account, contract, event, exhibitor, function, job, event opportunity, or service order. Yo...

  • Notes

    Use notes to enter information about an account, contact, event, order, etc. within Enterprise. For example, a note on an order item may include se...

  • Find Notes Page

    If you are looking for a particular note within the system but are not sure where it is located, you can use the Find Notes page. The Find Notes pa...

  • Inline Notes

    An inline note is a custom note field you can add to screens or windows so you can enter and/or view a note directly on a screen or window without ...