Robert Warren

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Sr Tech and flex operations for Heard Global, heardglobal.com

  • Total activity 51
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Activity overview

Latest activity by Robert Warren

  • Robert Warren commented,

    1. Community
    2. General Discussion
    3. yellow highlight color in calendar start and load out date

    oh sweet.  ok.  is there any other colors that are in those fields? if so is there a list somewhere to view?     thx man.  hope you are doing well!  

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    • Robert Warren
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  • Robert Warren created a post,

    yellow highlight color in calendar start and load out date

    1. Community
    2. General Discussion

    Hi all, I've tried looking for this in other posts. We have a few quotes that seem to have a yellow highlightover the start date and a load out date on quotes in the calendar daybook view.  I'm not...

    • Robert Warren
    • 2 followers
    • 3 comments
    • 0 votes

  • Robert Warren commented,

    1. Community
    2. Quotes
    3. creating a new quote

    looking now.  I can try to reach out if need be unless you can quickly point me in the right direction.I'm looking at the workflow not for quotes.  I don't see anything about creating a quote.  the...

  • Robert Warren commented,

    1. Community
    2. Quotes
    3. Users can only view their quotes and event folders

    Yes.  I think what you are looking for is on the home tab choose the "MY Calendar" view instead of the regualar Calendar view.    this allows the user to view only the stuff that pertains to them. ...

  • Robert Warren created a post,

    creating a new quote

    1. Community
    2. Quotes

    when I create a new quote it starts off with the quote being closed.   shouldn't that be open... if so, how can I change that?  thx, 

    • Robert Warren
    • 3 followers
    • 3 comments
    • 0 votes

  • Robert Warren commented,

    1. Community
    2. General Discussion
    3. Notification when a document is uploaded

    I can't answer the automated part of it, but you could always manually do it, under workflow there is the submit for review, or the Notify Of Changes then enter the email address you want it to be ...

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    • Robert Warren
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  • Robert Warren commented,

    1. Community
    2. General Discussion
    3. Force "Retail" on Consumables in Flex

    wow great question!  it seems that you need to add an item to inventory and give it a serial number (barcode) then you can edit that item and change it to retail vs. rental which you probably alrea...

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    • Robert Warren
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  • Robert Warren commented,

    1. Community
    2. General Discussion
    3. ISO New User Tips & HELP

    Hi Roxann, welcome to the club  :)  first, yes try out flex 5 its faster and more drag and drop. you can move the sub heading by going to the left of the check box.  looks like several dots.  you c...

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    • Robert Warren
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  • Robert Warren commented,

    1. Community
    2. General Discussion
    3. can i print a report of a list of different items

    take a look at the inventory export.  it creates a CSV for Excel and you can select the inventory group.  It gives serial numbers and barcodes by default.  you delete the columns you don't want and...

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    • Robert Warren
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  • Robert Warren commented,

    1. Community
    2. General Discussion
    3. Sorting Disabled on Quote Number

    are you talking about going to the quotes page and can search under several different fields? if so, would any of them be closed perhaps...they won't show up I don't think until you check the inclu...