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Enterprise General: Best Practices

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Configuring a View-Only Role

Francesco Torchia | · 1 replies

Account name: Exhibition World Bahrain - EWB Region: EMEA Client version (Enterprise): 26.1 Description of the issue: The client wants to create a view-only role. What you've already tried or suggested. Why does this not work?They created a role ... see more
Missing fields in API Refer to Product Ideas

Francesco Torchia | Edited · 7 replies

Account name: Jaarbeurs Region: EMEA Client version (Enterprise): 26:1 Description of the issue: With the Momentus API's, the customer should also be able to create Fulfillment Orders.However, currently, the Coredim01 (Beur scode) field is mandat... see more
Event Account, Requester & Bill-To Field Standards Answered

Philip Bathfield | Edited · 4 replies

VCET are currently working through some internal data standards around the use of the Event Account, Contact, Requester and Bill-To fields within Momentus Enterprise and would appreciate guidance on the intended product logic and recommended best ... see more
Printing with dot-matrix printers Answered

Stefanie Koffler | · 3 replies

Hi, does Momentus Enterprise support printing with dot-matrix printers?This is a question in an RFP. My general research showed that not all ERP systems natively support printing with dot-matrix printers.“Modern ERP systems default to generating r... see more
Character Limit for Notes (note text) Answered

Stefanie Koffler | · 4 replies

Helo,Is there a general technical character limit for notes (I mean the note text) in Momentus Enterprise? This is a question in an RFP. Are we safe to say the note text is unlimited characters or do we have a limit?Thanks,Stefanie see more
Docusign eSignature API Improvements Answered

Amy Durbin | · 1 replies

The National Association of Home Builders received the following email from Docusign and would like to know if there is any action that needs to be taken for their current Momentus/Docusign integration.   Upcoming Docusign eSignature API Improveme... see more
Emails sent to spam after SendGrid enablement - Input from PM/Development

Edwin Hernandez | · 1 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/386373Account: University of Calgary (Theatre Services)Region: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/204552688-User-Managementhttps://su... see more
Custom Pricing Scheme - Unable to calculate extended price Answered

Himanshu | · 10 replies

Account name - City of Sydney (PROD) Region - APAC Client version (Enterprise) - 25.4 (20260323) Description of the issue What does the client want to do? Why do they want to do this? The customer wants to use Custom Pricing scheme where they wa... see more
Is it possible to send a calendar event attached to an email via the event?

Chanh Huynh | · 2 replies

My OSB customer is wanting the same functionality as in OSB Configuration where you can allow for the ICS file to be attached to the confirmation email when sending the actual confirmation email from the event using email templates.The reason why ... see more
Need API endpoint for Add Event to OSB

Edwin Hernandez | · 6 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/386948Account: Ontario Teachers’ Pension Plan BoardRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/4419364117015-Make-Your-First-API-Callh... see more
OData API Help

Amy Durbin | · 8 replies

Cleveland Clinic is trying to utilize the new OData API.  They have been licensed for it but they are running into some roadblocks and aren't sure how to proceed.  Do we have any documentation on the following questions from the customer?  Our dev... see more
Is there an updated Data Model for customers to reference? Answered

Amy Durbin | · 4 replies

CRVA is looking for an updated Data Model.  The one referenced in the KB that is accessed from the Main Menu of a customer's database is old and seems to be missing the information they are looking for related to GL and financials.   see more
Is possible to configure the Audit Log to track view deletions or booking view-level changes?

Edwin Hernandez | · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/386600Account: University of DenverRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/214521157-Viewshttps://supportcenter.ungerboeck.com/hc/... see more
Importing new fonts into Enterprise Answered

Ella Fancett | · 4 replies

Hi Team, I have a customer, EMBL, who are interested in importing their organisation's font (IBM Plex Sans) into Enterprise. They have submitted a ticket for this request however, can product provide further information on where the customer is ab... see more
All roles removed from Support Users, causing login issues amongst Momentus staff

Nicole Loh | · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/387220Account: Momentus Region: APACArticles used in your research: NA GeneralBusiness impact if not resolved: Momentus team members are unable to log in to customer's site using SSO for... see more
Confirm target field for SASIE code – API upload (Event data)

Francesco Torchia | · 3 replies

Account name: Olympia Limited Region: EMEA Client version (Enterprise): 25.4 Description of the issue:The customer has recently enabled Open API write access on their Enterprise environment and is preparing an API-based upload of historical event... see more
Edit-Enabled Grid Options in new UX

Minka Verkaar | · 4 replies

Hi team, One of my customers (Jaarbeurs) would like to be able to edit the grid in Edit Price List to be able to quickly update Minumum Quantity, Maximum Quantity. Business Case: they create a Price List from start (they do not use the copy) and t... see more
Security on Add-Ins Answered

Martin Wooding | · 2 replies

Account name: RMIT Region: APAC Client version (Enterprise): 25.4 Description of the issue: Customer has asked the question about the security of the web add-in and other office add-ins. Are any web add-ins or browser extensions required on RMIT ... see more
AskMo History Answered

Amy Durbin | · 2 replies

CRVA is wondering if there is any data to show what their users are asking Mo?  They want to understand what questions users ask and if there are any patterns in those questions that they should consider addressing on a larger scale? Richard Marmu... see more
Pull CM961_TOTAL_ATTEND field (from table CM961_MTG_INFO) details into activities window

Anitha Khairnar | · 3 replies

Account name: Cairns Convention Centre Region : APAC Client version (Enterprise) 25.4 Description of the issueWhat does the client want to do? Why do they want to do this?Event Leads window has total attendance window. Customer wants to pull the ... see more
Track Changes for Account Leads via Audit Log

Dominik Obelöer | · 2 replies

Description of the Issue:A user from the client accidentally deleted almost all of their account leads. As they are not sure how and even if / no exact proof, we were looking into the Audig Log Configurations and could not find Account Lead to act... see more
Track the number of users used ASK MO

Anitha Khairnar | · 12 replies

Account name :ICC Sydney Region : APAC Client version (Enterprise) :25.4 Description of the issueWhat does the client want to do? Why do they want to do this? Customer want to know how many of their users have used Ask Mo this month and who these... see more
Users status automatically changed to ''Retire"

Anitha Khairnar | · 5 replies

Account name : Marina Bay Sands Pte Ltd Region : APAC Client version (Enterprise) : 25.2 Prod and 25.4 Test Description of the issueWhat does the client want to do? Why do they want to do this? Main menu > Users . Filter users each. WOWONG394 and... see more
Dashboard missing gadgets after upgrade

Anitha Khairnar | · 2 replies

Account name : Tataki Auckland UnlimitedRegion: APAC Client version (Enterprise) :25.4 Description of the issueWhat does the client want to do? Why do they want to do this? Login into site and load the dash board AU - Management (Event Services) ... see more
Title "Access Privilege Allow Access To Work Order Status By Department" doesn't make sense

Minka Verkaar | Edited · 1 replies

Hi team, Just some feedback I received during the EMEA Illuminate Conference last week. When presenting a session on Access Privileges, it was mentioned that the word “Status” does not make sense in the following Access Privilege:Allow Access To W... see more
Ask Mo Inquiry - Is the data that Ask Mo receives used to train the AI model?

Edwin Hernandez | · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/382033Account: Yerba Buena Center for the ArtsRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/37559849979031-How-to-ask-Ask-Mo-questionsht... see more
Rounding rules applied on 50% payment plan Answered

Mariam Abid | · 2 replies

Customer : Disney Paris - DLP ( The customer is on premise and on old version 20.96)Customer is currently putting in place an integration with their accounting solution and they need a solution to have matching amounts for their invoices.Here is t... see more
Momentus Mobile Answered

Philip Bathfield | · 3 replies

I am working with a customer who would like to understand the risk and any known issues if the phone feature is enabled (from Strategic point of view)The question was splintered if the users’ mobile get stolen or users forget their mobile somewher... see more
Resize or Move Ask Mo bubble from the window Answered

Anitha Khairnar | · 2 replies

Account name : Royal National Agricultural & Industrial Association of Queensland and ICC Sydney Region : APAC Client version (Enterprise)  Description of the issueWhat does the client want to do? Why do they want to do this? Ask Mo blocking the ... see more
AskMo Location Answered

Pieter Du Plooy | · 13 replies

I'm all for new functions/things within the system. However, I find that the AskMo button is to close to "Show all Rows", among other things. It also hides information in list views. I have clicked it by mistake a few time already.See how close it... see more