Customer Success Team
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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...
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Inventory Structure and Availability (Video)
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Generating a Pull Sheet PDF
Overview Using the Generate PDF Option Overview There are a variety of Pull Sheet PDF reports that you can print. These reports can be found in the Workbench Menu (right-hand menu) of a Pull She...
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Inquiry Scan
Overview Performing an Inquiry Scan Overview An inquiry scan allows you to scan an item to see general information about it without scanning it in or out of your system. The following informatio...
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Changing the Status of an Invoice
Overview Using Workflow Actions to Change the Status of an Invoice Manually Changing the Status of an Invoice Status Option Definitions Overview Each Invoice has a status applied to it. The sta...
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Changing the Status of a Quote
Overview Using Workflow Actions to Change the Status of a Quote Manually Changing the Status of a Quote Status Option Definitions Overview Each Quote has a status applied to it. The status deter...
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Viewing PayEngine Information from within Flex
Introduction View Sent Payment Link & Status Resending Payment Links Cancelling Payment Links Sales Data Visualization (BETA) Next Steps Introduction This article covers how to view information ...
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Workflow Jobs & Email Templates: "Reply To" and "From Address Name" fields