Aaron Horn
I am a Consultant specializing in Inventory Control and endorsed by Flex. My services include a review of warehouse processes, warehouse layouts, SOP development, Flex on-boarding/customization/training, custom reports, and data analysis tools. Let me know if I can be of service.
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Recent activity by Aaron Horn Sort by recent activity-
@..., it would be even better if the T&C Prompt could be built by Flex to be an available Report Group. Then you could add it to any Quote report as a Group when editing the Quote report's Prefere...
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Hey Bryan, You can do this with Report Groups, and add the "Default Financial Document" as an option to the T&C Prompt report. Do you know how to use Report Groups? Aaron HornConsultant (endorsed ...
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Hey Jo-anna, If you're an administrator, in the Flex4 app, go to System Settings > Custom Fields. In the right pane, click on "New Custom Field". I'll give a specific example that matches the exi...
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David, I don't believe there is. But it's a good feature request. I would post it under the Flex5 feature requests topic, or send it through the Help mechanism in Flex5. Aaron HornConsultant (end...
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Hey Tammy, Credit Memos are designed in Flex to be separate documents from the Invoices. You can place them as a child of an Invoice in a Project Tree if you want it associated with a particular j...
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Luke, the Default Bill To Contact setting actually works with the "Client Mailing Address" address block instead of the "Bill To Address" address block like you're expecting. (The quotations are w...
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Hey Luke, I don't believe there's a way to limit the contact selection list for a Custom Field for a Project Element. The only real mechanism for that in Flex is within an Element's settings under...
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Mark, I tested the Projects > Quotes table and was able to sort by the job number in Flex5. Unless you have other details, I'd recommend clicking on the chat icon in the lower left corner and send...
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Hey Richard, It's possible you may be able to mine the information yourself through some existing reports in Flex, but it will likely take a decent amount of work to filter it to be practical. Per...
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Hey Robert, I'm an independent consultant endorsed by Flex. I'd be happy to answer some basic questions about the integration and workflow. If you want to send me a direct email, then we can work...