Customer Success Team
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Building and Editing a Purchase PO
Adding Items to a Purchase PO Editing Line Items on a Purchase PO The "Line Mute" (LM) Box Drop Modes (Auto, Insert, and Add) Line Item Options Menu Workbench Menu Options Adding Items to a Pur...
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Building and Editing a Rental PO
Adding Items to a Rental PO Editing Line Items on a Rental PO The "Line Mute" (LM) Box Drop Modes (Auto, Insert, and Add) Line Item Options Menu Workbench Menu Options Adding Items to a Rent...
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Building and Editing a Quote
Adding Items to a Quote (Drag and Drop) Adding Items to a Quote (+ Icon) Editing Line Items on a Quote The "Mute" Boxes (LM, NM, TM, PM, WM) Drop Modes (Auto, Insert, and Add) Line Item Cog Wheel ...
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Adding and Editing Serial Units
Overview Adding a Serial Unit Editing a Serial Unit Uploading Files to a Serial Unit Marking a Serial Unit as Out of Commission Marking a Serial Unit as Decommissioned Marking a Serial Unit as Pre...
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How to Sync CRM Companies & Contacts into Flex
CRM will move to an Open Beta state early April '26. Introduction Contacts Match Found New Linked Companies Match Found New Linked Importing Companies and Contacts Next Steps IntroductionThi...
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Requesting PayEngine Payment Links from within Flex
Introduction Requesting a PayEngine Payment Link from within Flex Send Payment Link Generate Payment Link Next Steps IntroductionThis article covers requesting a PayEngine payment link from wit...
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StaffingPlus: Availability Inquires/Offers Details popup
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Requesting Docusign Signatures from within Flex
Introduction Request a Docusign Signature from within Flex Next Steps Introduction This article covers the requesting a Docusign signature from within Flex. Be sure to check out Docusign | Overv...
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Sending Availability Inquiries and Offers Through the Staffing Assistant Plus
Overview Setting Up Your System to Send Availability Inquiries and Offers Sending an Availability Inquiry to Contacts (single role) Sending an Offer to Contacts (single role) Sending Multiple Role...
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Submitting a Support Ticket
Introduction Document the problem Submit a support ticket Introduction The number one thing slowing down a solution to a problem is insufficient information. The best step you can take prior to ...