Benjamin 'Bigs' Coppel
I'm the team lead at Square Wave - we help Flex users get the most out of Flex. Check out www.squarewave.com.au for more information.
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Recent activity by Benjamin 'Bigs' Coppel Sort by recent activity-
Hi Mark- Have you seen this feature? You can get a red warning when there are new notes attached to a contact. I know of a few Flex users who use this as a way to flag delinquent customers. https:/...
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Yeah you can chain up. Manifest action triggers pull sheet action which triggers quote action. A user I know does this and has invoices generated from the quote when manifest return is finalized.
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Hi Atticus- While Aaron is correct that there's no way to actually separate the inventory tree, I found a workaround which I assume is what your previous employer did. To create a 'break' in the in...
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Hi Brent- This is a request I have heard from quite a few users. I have devised a report-based solution which should work pretty well. Basically you would input all of your maintenance procedures i...
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Hi Joseph- Aaron can probably give you more detailed info on printers etc, but I'd like to plant some seeds with you regarding the budget for this project. First of all, as Aaron mentioned, if you ...
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Hi David- It sounds like you're not into it, but again a custom report could do that for you. Something like a 'Quote Follow-ups Required' report which was emailed to the sales team every week, sho...
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Hi Joey, welcome! Just chiming in to say I strongly recommend working with Aaron, he is very knowledgeable and has helped many companies who use Flex to set up their scanning / warehouse workflow. ...
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Yep, as Aaron answered it is not possible. I have come up with a workaround by adding some custom logic to the quote report. If the Valid Until field is not set, then the quote report shows a Valid...
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Hi Richard, Understood. Regarding "there's no way to tell which sections have new posts or not for me to assist others," have you seen that you can scroll past the "AOL Boxes" to see the list of Re...
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Hi Jared- Yeah the Equipment Forecast was developed to be a more useful version of the Inventory Requirements reports. You can find an explanation and mockup on page 3 of my Solutions Portfolio - t...