Customer Success Team
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Recent activity by Customer Success Team Sort by recent activity-
0.27.108
What's New in Version 0.27.108 (release date 2025-01-16) Implemented the Past Due page on the Home tab. Implemented "recovery" scans on non-serialized items that are scanned into containers. Adjus...
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0.27.107
What's New in Version 0.27.107 (release date 2024-12-12) Implemented the ability for PayEngine users to set which payment option(s) they will accept from customers. Implemented additional data, co...
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0.27.106
What's New in Version 0.27.106 (release date 2024-11-21) Implemented a QuickBooks Online settings option to enable or disable credit card payment options when exporting to QuickBooks. Fix for an i...
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0.27.105
What's New in Version 0.27.105 (release date 2024-10-31) Implemented the Event History tab in Equipment Lists. Implemented the Status Change tab in Equipment Lists. Implemented the ability to disa...
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0.27.104
What's New in Version 0.27.104 (release date 2024-10-10) Implemented an "Edit Permission Denied" badge on elements when edit permissions are denied. Implemented the ability to delete a Scheduled I...
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PayEngine | Overview and Key Concepts
Introduction How it Works How to Sign Up Next Steps Introduction Flex integrates with PayEngine so you can combine the benefits of Flex with the expertise of PayEngine's payment management syste...
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Service Suggestion Types
Overview Adding Suggestions to a Service Offering Choosing Suggestions on a Quote Removing Suggestions from a Service Offering Suggestion Types Overview Creating a New Suggestion Type Applying ...
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0.27.103
What's New in Version 0.27.103 (release date 2024-09-19) Implemented the ability to add "service" Suggestions to Service Offerings. Implemented the ability to configure what contact association ty...
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Association Types in Calendar Settings
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0.27.102
What's New in Version 0.27.102 (release date 2024-08-29) Implemented a search field within the Main Menu. Adjusted the ability to edit the "From Address" when custom mail settings are configured. ...