Customer Success Team
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Adding and Editing Inventory Models
Overview Creating a New Inventory Model Field Definitions Editing an Inventory Model Uploading an Inventory Model Image and Files To upload an image to an Inventory Model: To upload a file(s) to ...
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Connecting Flex to Your CRM
CRM will move to an Open Beta state early April '26. Introduction Connecting to Your CRM Account Configuring the Basics Next Steps IntroductionThis article covers the basics of getting started wit...
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Connecting Flex to PayEngine
Introduction Information Required for your PayEngine Merchant Application Connecting to Your PayEngine Account Configuring the Basics Next Steps Introduction This article covers the basics of ge...
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Email Templates: Call Times Details field format mask options
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Staffing Settings
Overview Authorizations Staffing Assistant Plus Assignment Dashboard Crew Dashboard Overview The Staffing Settings page includes relevant settings for the StaffingPlus add-on. You can access the...
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Connecting Flex to Docusign
Introduction Connecting to Your Docusign Account Configuring the Basics Next Steps Introduction This article covers the basics of getting started with your Flex to Docusign integration. Be sure ...
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Troubleshooting Microsoft Single Sign-On (SSO)
Problem Role Basic Feature Solutions I get an error when trying to sign in with Microsoft. User Using the "Continue with Microsoft" button Your Microsoft Account email MUST mat...
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Troubleshooting Flex Errors
Introduction Diagnosing the Problem Flex Errors Introduction Using the information from Troubleshooting Basics, this article allows you to search error codes and error messages for rapidly findi...
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Changing the Status of an Event Folder
Overview Using Workflow Actions to Change the Status of an Event Folder Manually Changing the Status of an Event Folder Status Option Definitions Overview Each Event Folder has a status applied ...
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Connecting Flex to QuickBooks Desktop
Introduction Installing QuickBooks Web Connector Configuring the Basics Next Steps Introduction This article covers the basics of getting started with your Flex to QuickBooks Desktop integration...