Customer Success Team
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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...
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Building and Editing a Transfer Order
Adding Items to a Transfer Order Editing Line Items on a Transfer Order Sort Modes (Auto, Insert, and Add) Line Item Options Menu Workbench Menu Options Adding Items to a Transfer Order To add a...
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Troubleshooting Google Sign-In
Problem Role Basic Feature Solutions I get an error when trying to sign in with Google. User Using the Google Sign-In button Your Google Account email MUST match your Flex User...
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Connecting Flex to Google Calendar
Introduction Setting up Security Groups and User Permissions Connecting to Your Google Account Next Steps Introduction This article will cover the basics of getting started with your Flex to Goo...