Customer Success Team
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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. ...
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Menu Quick Search
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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...
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0.27.100
What's New in Version 0.27.100 (release date 2024-07-18) Implemented a new definition level report for standard project elements titled "Job Cost Report Look A." Fix for an issue that caused clone...
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0.27.99
What's New in Version 0.27.99 (release date 2024-06-27) Implemented an updated design for the in-app Recent Notifications. Adjusted various grids to allow selecting checkboxes across multiple page...
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0.27.98
What's New in Version 0.27.98 (release date 2024-06-07) Implemented a "Reply To" and "From Address Name" field in Email Workflow Jobs and Email Templates. Implemented a tooltip for truncated colum...