Customer Success Team

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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...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • Association Types in Calendar Settings

  • 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. ...

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  • 0.27.101

    What's New in Version 0.27.101 (release date 2024-08-08) Implemented an "open pricing model" prompt after enter pricing for a model. Implemented the ability to mark notifications as read or unread...