Confirming Event Requirements
Check that the client’s requirements have been covered off by cross-referencing what’s been entered into Momentus for each department.
If the details match, produce the event Requirements Letter.
Within the event:
- Select Reports > Reports.
- Select Requirements Letter, then Select.
- Select
External
for the Report run parameter value. - Select Ok,
- Select Tools > Export to PDF.
- Email the letter to the client for signing.
Email the Letter
Back within the event:
- Select Tools > Send Email.
- Select the account to email.
- Enter any information and attach the requirements letter.