Customer Success Team
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Recent activity by Customer Success Team Sort by recent activity-
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...
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Auto-fetch on Elements with less than 300 line items
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0.27.97
What's New in Version 0.27.97 (release date 2024-05-21) Implemented auto-fetch on elements with less than 300 line items. Implemented format mask options for the "Call Times Details" field type in...
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0.27.96
What's New in Version 0.27.96 (release date 2024-04-25) Implemented a popup to remove time zones from tiered pricing models that have set "Effective Times" (See the Migrate Pricing Tiers popup art...
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0.27.95
What's New in Version 0.27.95 (release date 2024-04-04) Implemented DocuSign integration. Implemented a new definition level report for financial documents named "Income by Resource Type" Adjuste...
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0.27.94
What's New in Version 0.27.94 (release date 2024-03-14) Implemented Tags for contacts and companies. Adjusted location of API information to Main Menu > Integrations. Fix for an issue that caused ...
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Flex StaffingPlus Features
Overview Features and Functionality OverviewFlex StaffingPlus is an add-on module that gives you access to features and functionality related to the staffing process in Flex. These features and fu...
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0.27.93
What's New in Version 0.27.93 (release date 2024-02-22) Fix for an issue that caused edits to an element's Document Header to also update on any cloned elements. Fix for an issue that caused staff...
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Docusign | Overview and Key Concepts
Introduction How it Works Next Steps Introduction Flex integrates with Docusign so you can combine the benefits of Flex with the expertise of Docusign's document management service. Flex send...