Customer Success Team
- Total activity 561
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 286
Articles
Recent activity by Customer Success Team Sort by recent activity-
Viewing Docusign Information from within Flex
Introduction View Sent Envelopes Next Steps Introduction This article covers how to view information for Docusign envelopes sent from within Flex. Be sure to check out Docusign | Overview and Ke...
-
Assignment Dashboard
Overview Using the Assignment Dashboard OverviewAs part of the StaffingPlus add-on, you will have access to the Assignment Dashboard (previously known as the Staffing Dashboard). This is a useful ...
-
Generate an Event Folder PDF
Overview Generating a PDF of an Event Folder Enabling and Disabling Other PDF Report Options Overview There are a variety of Event Folder PDF reports that you can print. These reports can be fo...
-
Sending a Purchase PO to a Vendor
Overview Generating a PDF Report Using the "Send to Vendor" Option Modifying the "Send to Vendor" Email Template Overview There are several ways to send a Purchase PO to a vendor. Flex has an em...
-
Sending a Rental PO to a Vendor
Overview Generating a PDF Report Using the "Send to Vendor" Option Modifying the "Send to Vendor" Email Template Overview There are several ways to send a Rental PO to a vendor. Flex has an embe...
-
Prepping a Transfer Order
Overview Scanning Out From a Transfer Order Undoing a Scan Substituting a Line Finalizing a Transfer Order Prep Overview With a Transfer Order created, you can now scan equipment out of your ava...
-
Modifying the Integration with Google Calendar
Introduction Connecting Additional Google Accounts Switching between Google Accounts Viewing Errors Next Steps Introduction We're covering integration details for your Flex to Google Calendar in...
-
Configure Which Element Types Show on a Calendar
Overview Enabling and Disabling Element Types on a Calendar Special Considerations Overview When you click the Edit Calendar Template cog-wheel next to the calendar template selector, you will ...
-
Syncing Accounts from QuickBooks Online to Flex
Overview Syncing Accounts from QuickBooks Online to Flex Overview You can sync accounts from QuickBooks Online into Flex so your account names are consistent between products. Any account synced...
-
Creating a Quote (Video)