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Elite: General Questions & Best Practice Guidance

Adding Space pictures on Proposals & Contract templates

Léa Bourgeois | · 0 replies

Hi !I have been asked in a demo if we can have a proposal / contract displaying the spaces that have been booked, with their pictures.I am not sure of how feasible that is.We can have space pictures for the booking portal, but I don't know if they... see more
Booking Portal

Anna Cordey | · 0 replies

Hi team,Is it possible within a single Booking Portal instance to allow customers to fully book certain rooms while others can only be reserved? For example, Ballroom A can be fully booked and checked out, whereas Ballroom B is only available for ... see more
Best practice for handling client options (spaces, items, packages, etc.) on a Proposal?

Michael Becker | · 1 replies

What are recommended best practices for venues who want to show their client options for various items on a proposal document?For example, they may want to offer two different space options depending on price, features, etc.Or, they may want to in... see more
Tracking Event Hours for an Account

Michael Becker | · 0 replies

Nashville Yards has an Account where they give them 100 complimentary hours of event space each year.For this Account, they need to track: Hours used Costs of the spaces used We could pull the hours for the event space bookings in a report but the... see more
Online Payment URL on Invoice PDF

Michael Becker | · 4 replies

I met with Theodore Roosevelt Presidential Library yesterday about their invoices and the online payment URL. We discovered that they have to copy the URL and paste it into the Invoice Description field in order to add the URL to the Invoice - tha... see more
Adding Multiple Rental Rates to the Same Space

Michael Becker | Edited · 0 replies

Mount Baker Theatre has standard rental rates setup for their spaces but their standard rate for events is 12 hours. They need to add on additional hourly rates if the event exceeds 12 hours. And, the rate does change when you go past 12 hours so ... see more
Sending an email to a Contact Group

Stefanie Koffler | · 5 replies

In Elite, when sending an email to a contact group (let's say to 10 contacts in that contact group), will each recipient receive their own email (with only their name in the “to”-field) or is it one email with all 10 recipients in the “to”-field? ... see more
System Admin permissions regarding saved view

Amber Lough | · 2 replies

Hi Team,After doing some testing, I am seeing different behavior than what this article says. I wasn't sure if this was something that needs updated in the article (@... ), a possible bug (Elizabeth Fox ) or simply something that is appearing diff... see more
Data Protection and GDPR

Francesco Torchia | · 2 replies

Account name: We The Curious Ltd Region: EMEA Description of the issue:The customer is finalising their GDPR process, they will have a retention period and will want to delete contacts that haven't had any communication after a certain number of ... see more
Discussion around best way to detail room setups

Michael Becker | · 0 replies

TL;DRWhat is our recommendation for detailing room setups (chairs, tables, etc.) where we need to do this for many, many spaces and want to avoid making our function list super messy?Creating functions for each space that are “load-in” or “setup” ... see more
Multi-Venue & multiple currencies

Léa Bourgeois | · 3 replies

Hi !We have Pernod Ricard, a multi-venue customer with several venues, a few of which have a different currency.We are currently trying to determine the best way to manage this setup.About a year ago, I asked about multi-currency management (https... see more
SSO on the Elite Booking portal

Léa Bourgeois | · 5 replies

Hi !Can we use SSO on the Elite Booking Portal ?I haven't found it in the support articles.Thanks for your help !léa see more
Importing Events in Momentus Elite

Léa Bourgeois | · 4 replies

Hi !We have a prospect that has 300+ recurring events that are copied from year to year.This is something they do once a year, every December.Since we cannot mass-copy events, I am wondering if we have an Event import possibility that could be don... see more
maximum character number for Room Set Up

Léa Bourgeois | · 5 replies

hi !We’re currently running demos for a French racecourse organizer and came across a use case that has a different usecase than most of our customers :ContextThey manage horse races and need to define specific race conditions provided by an exter... see more
Converted Account Sandbox issue: Packages not pulling through all components for selection on Event?

Marc Horner | · 1 replies

Environment ObservedWhere was the issue observed? SANDBOX Account Name: AP: Marriner Group (Priava Conversion 1:1) (EXP: 2026/06/01) Account ID: account-25302-A Is this a converted account?Yes (Priava Conversion) Date Converted (if known): 2... see more
API not returning updated values

Benjamin Hay | · 1 replies

Hi Team - I have been asked the following: I want to raise a request regarding the data accuracy within our INDV environment.The API does not return the new rooms we created in Elite INDV. E.G.: Dorm 3.Dorm 3 was created on Friday. API is still no... see more
Best Practice for Adding Credit Card Fee to Invoice

Michael Becker | · 2 replies

The Allied Solutions Center for The Performing Arts is reaching out to ask about adding an optional 3.5% CC fee to invoices. I don't believe they use Momentus Payments so I am curious to know if there is a way to add this optional 3.5% fee?The onl... see more
Behavior of Elite after several login attempts

Stefanie Koffler | · 3 replies

In case the venue does not use SSO:If a user attempts to log in multiple times (three times?) with an incorrect/forgotten password: Will the user be blocked? Will the system administrator receive a push notification so they can quickly unblock t... see more
Deleting contacts & accounts in Elite

Stefanie Koffler | · 4 replies

What is our recommendation for the requirement of being able to DELETE contacts and accounts from Elite? I am aware that we can deactivate them. But what if (in the context of GDPR) the contact must be deleted from Elite, not just deactivated? Wha... see more
Multiple invoice number ranges in Elite

Stefanie Koffler | · 3 replies

Is it correct that Elite does not support multiple invoice number ranges? I am aware that Elite supports multiple Invoice Prefixes, but the actual invoice number is always only pulled from one sequentially list, basically the next available number... see more
DocuSign Integration in Elite

Afreen Ashfak | · 5 replies

Hi, Elizabeth Fox , Amber Lough We’ve received a question from Jio World (existing customer) regarding the native DocuSign integration/connector in Elite.They are asking whether the integration supports routing documents to a DocuSign Electronic S... see more
Emailing to a distribution list email

Michelle Hannaford | · 4 replies

Hello!The Bushnell team attempted to send their Event Orders to a distribution email address and received a “soft bounce.”Can Elite send emails to external distribution lists (e.g., a shared departmental email) so that everyone on that list receiv... see more
Guidance Needed — Postmark & SPF Records (Client Question)

Michelle Hannaford | · 4 replies

Hi everyone — looking for some guidance from anyone who has run into this before.The Bushnell is asking whether Postmark offers something that can be added to their SPF record so emails sent through Momentus/Postmark show as approved and avoid SPF... see more
Fixed per person package pricing with non-required entree items

Michael Becker | · 3 replies

In the new fixed per person pricing, we can set the price and simulate example attendance to find the best price for the per person rate.However, I've noticed that this simulation is not including the items that are not attendance-dependent (or re... see more
Multi-Venue & Elite Core

Léa Bourgeois | Edited · 1 replies

Hello!I have a question regarding the use of Elite Core for a demo with prospects organizing racecourses across multiple venues in France.Background: The prospect’s requirement is high-level: they need to book a day and then populate the event age... see more
Inactivate Room - Eyeball Missing

Megan Max | · 1 replies

While in a client call with an NA Prod client, I noticed that when I inactivated a room, the room completely disappeared that the eyeball that I remembered seeing was missing. I checked the Knowledgebase and found the article below which reference... see more
SMPT AUTH for email Answered

Alex Weygandt | Edited · 4 replies

Just a quick question. We have been contacted by Vue Group who is wondering if we use SMTP AUTH for sending emails as Microsoft is retiring it. As far as I know we use OAUTH for Elite but I was not sure. On a side note do we know what WeTrack uses... see more
User List Sorting

Luke Mintert | · 3 replies

Would you be able to explain how the User List sorting works in Elite?  We had thought it sorted between Active and Pending users, starting from A-Z based on that status.  However, in Quebecor Sports & Divertissement (account-568-A, ca-venueops) w... see more
Custom font in Elite Answered

Léa Bourgeois | · 2 replies

Hi ! I have done an Elite demo yesterday to the Royal Botanic Gardens of Edinburgh.They have a custom font that they are using on all their client-facing documents and e-mails, and they were asking whether that is something that we can manage.I ha... see more
Maximum number of venues in the same Elite tenant

Léa Bourgeois | · 5 replies

Hi !I asked a question on budget codes on Documentus recently and mentioned it was for a customer with 10+ Venues.Some answers mentioned that they had never worked with a tenant having so many venues, and that maybe it could lead to performance is... see more