Scott Melnyk

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Última actividad de Scott Melnyk

  • Scott Melnyk hizo un comentario,

    1. Comunidad
    2. Quotes
    3. Price Mute by default

    Thanks for the suggestion, Nick!  I've tried this and am pretty happy with the result. I have one more question, however: We like to show our clients a subtotal for each category (lighting is 10,00...

  • Scott Melnyk creó una publicación,

    Price Mute by default

    1. Comunidad
    2. Quotes

    Is there a way to have a default "Price Mute" setting that applies to all quotes? We have inconsistencies among our sales staff that we'd like to manage without needing to change personal habits! S...

    • Scott Melnyk
    • 3 seguidores
    • 3 comentarios
    • 0 votos

  • Scott Melnyk creó una publicación,

    Invoice Date = Ship Date

    1. Comunidad
    2. Accounting

    Is there a way to change the 'invoice created' date to reflect the 'ship date', when moving a quote over to an invoice?  We create invoices upon confirmation of quotes, due to a back-end accounting...

    • Scott Melnyk
    • 2 seguidores
    • 1 comentario
    • 0 votos

  • Scott Melnyk creó una publicación,

    Custom Field - Quote - "Event Type" Selection

    1. Comunidad
    2. Quotes

    We're looking to add a step into our quoting process to collect some data on what types of events we do (conferences, concerts, sporting events, etc). We'd like our sales team to have to enter in o...

    • Scott Melnyk
    • 2 seguidores
    • 1 comentario
    • 0 votos

  • Scott Melnyk hizo un comentario,

    1. Comunidad
    2. Flex5 Feature Requests
    3. Virtual Model Pricing - Sum of its suggestions

    Agreed! We can see some benefit from the suggestion Jay posted. We've tried virtual packages, too, and they work for some scenarios. Would love to see a "sum of" feature enabled though.

  • Scott Melnyk creó una publicación,

    Auto-Open Content Builder on Scan-in

    1. Comunidad
    2. Flex5 Feature Requests

    I saw this as a recommendation / request on the old forum, but I'm posting here so it doesn't get lost in the switch over... I'm wondering if there's an option to have content builder auto-open dur...

    • Scott Melnyk
    • 8 seguidores
    • 4 comentarios
    • 4 votos

  • Scott Melnyk creó una publicación,

    Flex 5 API / Online Store

    1. Comunidad
    2. General Discussion

    We're looking at creating an online storefront for our business and are wondering about Flex 5 having an open API / ability to integrate with other online platforms like shopify (or something simil...

    • Scott Melnyk
    • 4 seguidores
    • 11 comentarios
    • 0 votos

  • Scott Melnyk creó una publicación,

    Online Payment Portal?

    Completada
    1. Comunidad
    2. Accounting

    Is there currently a way to integrate a payment portal in to Flex? As it stands right now, our business has a pretty lengthy process to accept credit card payments. It is a time consuming and cumbe...

    • Scott Melnyk
    • 9 seguidores
    • 8 comentarios
    • 1 voto

  • Scott Melnyk hizo un comentario,

    1. Comunidad
    2. Warehouse, Scanning, and Barcodes
    3. Serial Numbers + Item Names

    Thanks for the response, Aaron Horn - We got our naming fields all dialed in a way that satisfies our client facing / internal desires, which is great!  Good to know that this is a one-off for our ...

  • Scott Melnyk hizo un comentario,

    1. Comunidad
    2. System Settings
    3. Recent Items - Click & Drag

    @... and Aaron Horn - You guys rule. Thanks for the quick response on this! Stoked that this is a discussion already on the Flex team. Obviously there are bigger fish to fry getting everything over...