Customer Success Team
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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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How to Link & Import Deals from CRM
CRM will move to an Open Beta state early April '26. Introduction Enabled Element Definitions Linking Deals to Existing Elements Importing Deal as a New Element Unlinking an Element from a Deal Up...
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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
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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...
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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 ...