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Event Management & Operations: Best Practices

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Order Minimum - ESC Refer to Product Ideas

Katie Eisenbath | · 5 replies

Georgia World raised a question today asking if ESC can impose Order Minimums.  For example, they will accept catering orders ONLY IF the order totals $250 or more.  So if someone places an order and it is only $150, there needs to be a “gap fille... see more
Cancel one item in Package while keeping the Price the same Refer to Product Ideas

Minka Verkaar | · 4 replies

Hi team, I am looking for a suggestion for the following business case: the team has sold a Package, with currently three items in it, see example below. The total price of the package is 113,50 - based on Price Package per Package Details. Now, t... see more
Operations portal support for public facing SSO Refer to Product Ideas

Anitha Khairnar | Edited · 11 replies

Account name : Edith Cowan University Region : Edith Cowan University Client version (Enterprise): 25.32025111001  Description of the issue What does the client want to do? Why do they want to do this? Customer have Public SSO setup for the Opera... see more
Room Diagrams: avoid overlap for certain layers - elements should not be placed on certain layers Refer to Product Ideas

Stefanie Koffler | · 3 replies

Is it possible to draw something (e.g. rectangle, text) in a room diagram, put in on a layer and then don't allow overlap? Use case is that in a room diagram emergency exists and escape routes or other areas should be drawn where no elements such ... see more
Events - Peak Number of Rooms - default field Refer to Product Ideas

Martin Stephens | · 2 replies

The events section has a field “Peak Number of Rooms”.  When added to the layout, this is a static label and cannot be edited.  Does anyone know how this field is calculated - it currently just displays 0.  Their is no additional help text (image ... see more
Improved Add Other Actuals flow when completing Work Orders in MWO Refer to Product Ideas

Anthony Costantino | · 1 replies

Penn. Convention Center AMERS 25.2 (Enterprise) Description of the issue Client wants to enable technicians on floor to detail exactly what equipment/labor was used in completing exhibitor work orders.  Exhibitors order electrical services onlin... see more
Create Custom Export - Event <-> Contract Refer to Product Ideas

Dominik Obelöer | · 11 replies

Description of the Issue:The client usually generates an Event based Export and a Contract based Export which both come with information that only one or the other will provide.Example : in the entire "journey" of an event, you want to see in a on... see more
EXP - Discount Code Refer to Product Ideas

Ella Fancett | · 6 replies

Hi team,Is it possible to implement discount codes in EXP/ESC and if yes, what's the process for this? I know this currently exists in our registration product but doesn't seem to be the case in EXP. My client offers discount/promo codes to specif... see more
How do customers handle clashing of 00:00 strike time for inventory? Refer to Product Ideas

Nicole Loh | · 4 replies

Account name: ICC Sydney  Region: APAC Client version (Enterprise): 25.1 Description of the issue Customer would like to know how best to manage items that are ordered from 6am - 6pm on day 1, and then ordered from 6am on day 2 without causing th... see more
Session Proposal Module: Sorting order and Filter for Evaluator and Manager Refer to Product Ideas

Ramya Arokiasamy | Edited · 4 replies

Description of the issue: Evaluators or managers cannot currently sort a list of submissions based on a selected criterion from a predefined set (e.g., score, submission date). This functionality is essential for efficiently reviewing submissions,... see more
Adding/Editing a Note for Express User Refer to Product Ideas

Heather Lightsey | · 6 replies

Zendesk Ticket: 359491Account: Vancouver Civic Theatres/City of VancouverRegion: USArticles used in your research: Add and Manage Notes, Event Access Privileges General:Business impact if not resolved: this is tied to work to have VCT move to SaaS... see more
How to retrieve information regarding deletion of items from packages Refer to Product Ideas

Nicole Loh | · 6 replies

Account name: Cairns Convention Centre (CCC) Region: APAC Client version (Enterprise): 25.1 Description of the issueClient is trying to figure out who deleted package items out of 6 of their packages. This is crucial audit information, and it als... see more
Online Event Ordering - Ability to see final details on checkout and ability to increase and decrease quantities after order is placed Refer to Product Ideas

Himanshu | · 6 replies

Account name - Auckland University of Technology Region - APAC Client version (Enterprise) - 2025.1 Description of the issueWhat does the client want to do? Why do they want to do this?When discussing the use case with AUT, they have two question... see more
Changes to description and price of an service order item Refer to Product Ideas

Maximilian Fankidejski | · 4 replies

A customer wants to make sure not everyone is able to change prices and descriptions based on the role and the item department.This should help to avoid Sales people renaming items and e.g. change the description to turn “a bottle of water” into a... see more
Opening Documents on iOS & Android Refer to Product Ideas

Martin Stephens | · 4 replies

MCCA would like team members to use Momentus on the floor using iPads and Android mobile devices.  One of their requirements is to access event documents from these devices.To open documents, the Office Add-In is currently required - this add-in i... see more
Information around Calories on Resource Level Refer to Product Ideas

Minka Verkaar | Edited · 6 replies

Hi team, I have a customer who wants to store information about calories on the Resource Level and make this also visible on the Service Order Item Level (and external reports) I have heard this request earlier from other customers, especially in ... see more
mass entry of Jewish holidays Refer to Product Ideas

Jillian Stangret | · 5 replies

I have a customer who wants to be able to have all the Jewish holidays appear on their calendar. Is there a way to mass import a list of holidays? Here is the article I found related to this, but it is for one date at a time: https://supportcenter... see more
Is is possible to change the Sequence number on Activity Checklists? Refer to Product Ideas

Shelby Staudacher | · 5 replies

Description of the issue: Is is possible to change the Sequence number on Activity Checklists?Account name: Calgary Exhibition and StampedeRegion: AmericasClient version: 24.42025010801 in ProdWhat does the client want to do: Customer wants to kno... see more
Add custom field in the edit task window Refer to Product Ideas

Anitha Khairnar | · 5 replies

Account name : Mackay Regional Council (MECC) Region : APAC Client version (Enterprise) : 24.4 Description of the issueWhat does the client want to do? Why do they want to do this? Client wants to add custom field in Main menu > Task > Edit task ... see more
Event Type Wildcard Refer to Product Ideas

Dominik Obelöer | · 3 replies

Description of the Issue:Within one of their Event Template documents they client has added a new wildcard to pull in the Event Type field:The Event Type is now populating as below in the word merge document:However, it is displaying differently f... see more
External Links on Account Portal - 'Server Error 401 - Unauthorized' Refer to Product Ideas

Edwin Hernandez | · 8 replies

Account name: Microsoft Corporation (Vendor Compass Group USA) Region: US Client version (Enterprise): 24.3_2024120901 Description of the issue: This client has links posted on the Account Portal (Account Management Configurations) to office ... see more
Retire Noise word "Still" Refer to Product Ideas

Pushkar Barve | · 3 replies

Account: XPO GROUP - Kortrijk XpoRegion: EMEAArticles used in your research: https://supportcenter.ungerboeck.com/hc/en-us/articles/204555418-Stop-Words-and-Noise-Words-SQL-Full-Text-SearchGeneralUser has most of the accounts whose name contains w... see more
Online ordering in OSB - Images Refer to Product Ideas

Pieter Du Plooy | · 1 replies

In the standalone OEO, we have the ability to “Hide Item Images”. As online ordering, in OSB, is based on OEO, is it possible or a good future enhancement? see more
Function attendance for several bookings Refer to Product Ideas

Jens Kohler | · 1 replies

If I want to place a service order for multiple functions at once, I can't use the 'function attendance' feature. However, if I copy a service order, where I have used 'function attendance', to multiple functions, it works. It would be great if th... see more
Automated emails for Event / Booking Status Changes Refer to Product Ideas

Martin Wooding | · 1 replies

The California Endowment asked if we can add the ability to link a email template to a status so that automated emails can be sent when events and bookings are moved to a new status.  This type of automation makes sense when using OSB. see more
How to use Add Discount & Add Surcharge Functionality when having different Resources? Refer to Product Ideas

Minka Verkaar | · 2 replies

Hi team, I have a question about the designed functionality and Best Practise ‘Add Discount’ and ‘Add Surcharge’ in a Service Order and the requirement to use two different Resources for this. Business Case: the customer would like to report on Di... see more
Unique ESC Ordering Use Case Refer to Product Ideas

Caty Pomeroy | · 12 replies

Description of the issue: Due to local laws, if an alcohol item is ordered to a booth, a bartender is required to pour the drinks. The venue has two resources currently: $150 (for 4 hours) bartender and $50 (for each additional hour) bartenderThe ... see more
Event opportunities notes to be added into the event Refer to Product Ideas

Anitha Khairnar | · 1 replies

Account name : Ecole Polytechnique Federale de Lausanne (EPFL - SwissTech Convention Centre)Region : EMEAClient version : 24.2Description of the issue : Customer wants the ‘Notes’ section to be passed on from Event opportunities to newly created e... see more
Clean Up Opportunity Types Refer to Product Ideas

Minka Verkaar | · 5 replies

I would like to know what our Best Practise is regarding Opportunity Types (UDF's) and when you would like to remove/retire fields. Business Case: the customers has 100-s of UDF-sets and fields, but would like to start cleaning them up. Questions ... see more
Remove/Restrict Paste Indented Option Refer to Product Ideas

Heather Lightsey | · 2 replies

Customer Name: Vancouver Convention CenterVersion: 23.1KB Articles/Documentation Used/Referenced: Copy Functions, Change the Function Level, Function Scripting, FunctionsConsultant/VSM the customer was working with (if any were mentioned on the ti... see more