NC Aaron
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Activity overview
Latest activity by NC Aaron-
NC Aaron commented,
Yes, I don't believe we ever came up with a smooth solution for this scenario.
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NC Aaron created a post,
Content Builder Substitutions
I think I am missing something simple. In the Storage Requirements of a Serialized Storage item, the right-hand column asks "Substitutions Permitted." I understand this to mean that an alternative/...
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NC Aaron commented,
Thank you both for your input! I am going to check out workflow actions to see if it satisfies what our labor coordinator is looking for. Randy - Flex Staff - If I understand your reply, the solu...
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NC Aaron created a post,
Labor Update Notifications
I'm looking for a way to notify Flex user/users of updates to labor on a quote. Scenario is an account manager will create a quote, enter Staffing needs, and the labor coordinator will book staff t...
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NC Aaron commented,
Aaron, Thank you. I understand. It seems like the Bill Rate fields should be in the contact table, but that field doesn't show in the Contact manager or the standard contact export report. I will p...
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NC Aaron created a post,
Export Contacts with Bill Rate
Hi! Is there a place in Flex were I can view a list of contacts and their Bill Rate? Or, a way to export this data from Flex? Our team is trying to streamline their process to invoice freelancers, ...
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NC Aaron commented,
Benjamin, Thank you for your helpful reply. Following your recommendation that barcode numbers are easier to work with in bulk when they are the same length informs me that our codes (and therefore...
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NC Aaron created a post,
Inventory Item Dashboards
Hi! For the first time, I am looking at the Utilization and Revenue Dashboards to learn how to use them to find out where gear was through a given time period or to judge how often a given piece of...
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NC Aaron created a post,
Barcode Size and Format
Hi! We are barcoding our inventory for the first time. The company chose to use 2" x 1" labels, and I am creating the layout for the labels. Two questions I have today are: 1. Is the barcode field...
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NC Aaron created a post,
Purging Inventory to Prevent Future Use - Best Practices?
Hi! We have some items in our Flex Inventory that we would like to not have available to quote in the future. Some of them are Virtual Groups that have just become outdated. Some of them are Models...