Customer Success Team
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Articles
Recent activity by Customer Success Team Sort by recent activity-
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 and Timeline
Overview Current Features and Functionality Planned Features and Functionality OverviewFlex StaffingPlus is a new add-on module that gives you access to new features and functionality related to t...
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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...
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Email Sender Compliance Updates (Feb 2024)
What's happening? How is Flex responding? What do customers need to do? Additional Resources What’s happening? Gmail and Yahoo! are implementing new requirements for email senders to meet by Feb...
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0.27.92
What's New in Version 0.27.92 (release date 2024-02-01) Implemented Single Sender Email to meet new email requirements from Google & Yahoo. Implemented backend engine for Contact List emailing. Im...