Customer Success Team
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Recent activity by Customer Success Team Sort by recent activity-
0.27.24
What's New in Version 0.27.24 (released 2020-9-03) Implemented the Inventory Manager. Implemented the ability to configure the inventory tree (click the cog-wheel at the top of the inventory tr...
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0.27.23
What's New in Version 0.27.23 (released 2020-8-20) Implemented the ability to create a new Equipment List from the "New Element" menu. Implemented the ability to create a new Task from the "New...
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0.27.22
What's New in Version 0.27.22 (released 2020-8-6) Implemented the System Settings > Printers page. Implemented System Settings > Printer Templates page. Implemented the ability to enter a pay...
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0.27.21
What's New in Version 0.27.21 (released 2020-7-23) Implemented the ability to view and edit equipment lists (like Pull Sheets, Manifests, etc.). Implemented the ability to print inventory model...
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0.27.20
What's New in Version 0.27.20 (released 2020-7-9) Implemented the Content Builder screen. Implemented the Help menu. Implemented a new Send Feedback form that sends directly to Flex Support u...
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0.27.19
What's New in Version 0.27.19 (released 2020-6-25) Implemented the ability to upload a contact image. Implemented the serial unit Contents tab. Implemented the Storage Requirements tab for Se...
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0.27.18
What's New in Version 0.27.18 (released 2020-6-11) Implemented the "Send To Client" option on financial elements (look for the "Send" icon in the top right of the element). Implemented the abil...
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0.26.17
What's New in Version 0.27.17 (released 2020-5-27) Implemented the ability to create a new inventory model by right-clicking on an inventory group folder Implemented the ability to create a new...
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0.26.1
What's New in Version 0.26.1 Bulk NSB Prep bug fix. Added call out to log in screen for added user clarity. General UI improvements. What's New in Version 0.26.1.1 LG phone fix. App will now r...
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Creating an Invoice
Overview Creating a New Invoice Editing Invoice Details Adding Child Elements to an Invoice Deleting an Invoice Undeleting an Invoice Overview An Invoice is typically created from a Quote and ca...