Customer Success Team

  • Total activity 556
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 286

Articles

Recent activity by Customer Success Team Sort by recent activity Recent activity Votes
  • Subrental and Purchase Suppliers

    Overview Adding a Purchase Supplier to an Inventory Item Adding a Subrental Supplier to an Inventory Item Editing an Item's Purchase and Subrental Suppliers Choosing an Item's Default Suppliers to...

  • Generating Reports Within an Element

    Overview Generating Element Level Reports Enabling Element Level Reports Generating a "Stack" of Reports That Print as One PDF Overview Whenever you have an element open (Quote, Invoice, Pull Sh...

  • Generating Reports From the Reports Menu

    Overview Generating Definition Level and Global Reports Enabling Definition Level Reports Overview There are two types reports that you can generate from the Reports page located on the Main M...

  • Warehouse Storage (Bin) Locations

    Overview Setting the Warehouse Storage Location for an Inventory Model Activating the Warehouse Storage Location Column on Scanning Screens Printing Reports with Warehouse Storage Locations Includ...

  • 0.27.72

    What's New in Version 0.27.72 (release date 2022-11-22) Implemented Element Definitions > Search Options, Accounting Options, and Document Header tabs. Implemented Inventory PO History. Implemente...

  • Google Sign-In | Overview and Key Concepts

    Introduction Using Google Sign-In with Flex Introduction Flex integrates with Google Sign-In to give you a quick, easy, and secure way to log in to Flex. With just your Google account, Google Si...

  • Google Calendar | Overview and Key Concepts

    Introduction How it Works Next Steps Introduction Flex integrates with Google Calendar so you can combine the benefits of Flex with the power of Google. Flex sends information one-way to Google ...

  • 0.27.71

    What's New in Version 0.27.71 (release date 2022-11-02) Implemented Element Definitions > Custom Fields, Line Item Options (previously "Allowed Resource Types"), and Tiered Pricing Models tabs. Im...

  • Creating a Transfer Order

    Overview Creating a New Transfer Order Editing Transfer Order Details Deleting a Transfer Order Undeleting a Transfer Order Overview If you have multiple business locations with your Flex subscr...

  • 0.27.70

    What's New in Version 0.27.70 (release date 2022-10-13) Implemented Element Definitions > Contact Associations, Security, and Dates & Times tabs. Implemented the Audit Trail for inventory model...