Kate Gogolen
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Publicaciones
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Flex Spring Clean Webinar - Unreturned Manifest
I was watching the first part about cleaning up the unreturned manifest. I followed along with Nick's and noticed that the 2 check marks in the upper right corner he marked on the manifest is faded...
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Quotes Summary by User - Null
I'm trying to run the quotes summary by user for the entire year of 2021. When I entered in the users they are all coming up with null on the report and nothing listed. There is only 1 person that ...
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Tax Exempt Report
I would like to run a report that will list our clients that currently set with default terms of tax exempt. Something similar to the expired insurance report. Every year we have to collect resale ...
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Value of Equipment Report
I have a client who is asking for the value of the equipment we are using at their next event. I've looked and can not find a report of what the value of the gear is and only the gear on that quote...
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E-Signatures
I'm wondering if anyone knows if Flex integrates with an e-signature plan? I was told that another company uses Pandadoc but will be switching to Adobe Sign, however I don't see Flex Rental listed ...