Customer Success Team
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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 ...
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Changing the Status of a Purchase PO
Overview Using Workflow Actions to Change the Status of a Purchase PO Manually Changing the Status of a Purchase PO Status Option Definitions Overview Each Purchase PO has a status applied to it...
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Changing the Status of a Rental PO
Overview Using Workflow Actions to Change the Status of a Rental PO Manually Changing the Status of a Rental PO Status Option Definitions Overview Each Rental PO has a status applied to it. You ...
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Adjusting Settings for QuickBooks Desktop
Introduction Understanding Naming Settings Understanding GL Account Settings Understanding Categories & Jobs Settings Using the Resource Map Using the Element Map Next Steps Introduction This ar...
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Generating a Transfer Order PDF
Overview Using the Generate PDF Option Enabling and Disabling Other PDF Report Options Overview There are a variety of Transfer Order PDF reports that you can print. These reports can be found i...
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Adjusting Settings for Google Calendar
Introduction Linking to Your Google Calendar Using the Contact Filter Using the Warehouse Filter Using Publish Columns Next Steps Introduction Once you have finished Connecting Flex to Google, y...
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Add, Edit, and Delete Calendar List View Columns
Overview Add a New List View Column Editi a List View Column Delete a List View Column Overview When you click the Edit Calendar Template cog-wheel next to the calendar template selector, you w...
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QuickBooks Online Integration Settings
Overview Authorizations Settings Resource Map Element Map Overview The QuickBooks Online integration settings page is where you can authorize users to use the integration, set up which resources...