Customer Success Team

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Activity overview

Latest activity by Customer Success Team
  • Customer Success Team created an article,

    1.12.0

    What's New in Version 1.12.0 (release date 2026-04-08) Implemented CRM connections (HubSpot and Salesforce); this integration is in Beta. Implemented a 30-sec tour of Flex for new customers. Implem...

  • Customer Success Team created an article,

    1.11.0

    What's New in Version 1.11.0 (release date 2026-03-19) Implemented improvements to “Create a Quote” tutorial for new customers – located in Quick Links. Implemented an admin setting to enable singl...

  • Customer Success Team created an article,

    1.10.0

    What's New in Version 1.10.0 (release date 2026-03-12)Implemented "Log Maintenance on Inventory" guided work for new customers – located in Quick Links. Fix for an issue that caused Generate PDF to...

  • Customer Success Team created an article,

    1.9.0

    What's New in Version 1.9.0 (release date 2026-03-05)Implemented a "Create an Inventory Model" guided workflow for new users - located in Quick Links. Patch Version 1.9.1 (2026-03-09)Fix for an iss...

  • Customer Success Team created an article,

    1.8.0

    What's New in Version 1.8.0 (release date 2026-02-26)Implemented a “Create a Quote” tutorial for new users – located in Quick Links.Implemented a “Return Scan a Job” tutorial to help new users get ...

  • Customer Success Team created an article,

    Set Up for Required Single Sign On (SSO)

    Introduction Enabling a SSO Requirement Disabling a SSO Requirement Next Steps IntroductionFlex integrates with Google Sign-In and Microsoft Sign-In to give a quick, easy, and secure way to log in...

  • Customer Success Team created an article,

    1.7.0

    What's New in Version 1.7.0 (release date 2026-02-16)Implemented a “Prep Scan a Job” tutorial to help new users get started – located in Quick Links.Patch Version 1.7.1 (2026-02-18)Fix for an issue...

  • Customer Success Team created an article,

    1.6.0

    What's New in Version 1.6.0 (release date 2026-02-05)We’re beginning a phased rollout of the new report engine.Adjusted the Finalized stamp to turn green and added a confetti animation.Fix for an i...

  • Customer Success Team created an article,

    1.5.0

    What's New in Version 1.5.0 (release date 2026-01-28)Implemented Welcome popup with Help Center search capability for Flex trial users. 

  • Customer Success Team created an article,

    1.4.0

    What's New in Version 1.4.0 (release date 2026-01-08) Adjusted the Availability Inquiries and Offers tabs in Staffing Assistant Plus to include a Labor Role column. (StaffingPlus Only) Fix for an i...