Customer Success Team
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Recent activity by Customer Success Team Sort by recent activity-
0.27.34
What's New in Version 0.27.34 (release date 2021-1-29) Implemented the right-hand menu on prep and return scanning screens, including the Project Tree, Reports menu, and Workflow menu. Implemented...
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0.27.33
What's New in Version 0.27.33 (release date 2021-1-14) Implemented Bulk Workflow from project list pages (like Projects > Quotes). Implemented the ability to double-click to open an inventory mode...
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0.27.32
What's New in Version 0.27.32 (release date 2020-12-22) Implemented System Settings > Corporate Identities. Implemented the ability to execute workflow actions from a calendar "List View." Im...
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0.27.31
What's New in Version 0.27.31 (released 2020-12-10) Implemented Contact List elements (like Crew Calls). Implemented the Inventory > Maintenance Procedures page. Implemented System Settings >...
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0.27.30
What's New in Version 0.27.30 (released 2020-11-25) Implemented System Settings > Icon Library. Implemented Custom Fields on project elements. Implemented Custom Fields on inventory models. ...
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0.27.29
What's New in Version 0.27.29 (released 2020-11-12) Implemented the Prep and Return lists (on the Warehouse menu). Implemented the System Settings > Shipping Methods page. Implemented the Sys...
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0.27.28
What's New in Version 0.27.28 (released 2020-10-29) Implemented the Business Locations page on the System Settings menu (the ability to edit Business Location information will be in a future rele...
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0.27.27
What's New in Version 0.27.27 (released 2020-10-15) Implemented the Security Groups page. (System Settings > Security Groups) Implemented the ability to create and edit Security G...
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Creating an Event Folder
Overview Creating a New Event Folder Editing Event Folder Details Adding Child Elements to an Event Folder Deleting an Event Folder Overview Event Folders are a project element in Flex that cont...
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Adding and Editing a Contact
Overview Adding a New Contact Editing Contact Details Setting Default Terms for a Contact Adding Insurance Information to a Contact Uploading Files and Images to a Contact Viewing the Element Hist...