Flex Customer Success Team
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Comentario oficial Hey Justin, Your file might be bigger than it needs to be due to the software you're using. For example, Microsoft Word can save files as RTF documents, but they tend to be significantly bigger fil...
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Comentario oficial Hey Justin, I generally recommend running the OOC commission report as often as you feel is necessary, maybe once per quarter or once per year, storing the report either digitally or physically, an...
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Comentario oficial Hey Justin, Your standard 'Sales Tax' rule works because you're using the Sales Tax Category of 'HST'. Your 'HST' Sales Tax Rule is not working because it does not have a Sales Tax Category and the...
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Hey Bob, You can add a Workflow Action to your POs that allow you to directly move the document into a closed Status without receiving them. If you need any help with this, we have training availab...
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Hey Ian, Flex5 does not currently support scanning items to documents outside of a scanning screen. This functionality was available in our older interface of Flex4 but received a lot of backlash f...
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Comentario oficial Hey Robert, The Open/Closed setting when creating a Quote is a common misunderstanding. It initially says closed because the Quote technically isn't created at that point. As soon as you press 'Ok'...
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Comentario oficial Hey Andrew and David, Our team is currently looking into the logistics of implementing this feature in addition to the possibility of automatically attaching a PDF of the report to the calendar eve...
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Comentario oficial Hey Andrew, Please reach out to training@flexrentalsolutions.com with your Flex instance ("company".flex) and let me know exactly which expendable items you're having issues with so I can look into...
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Comentario oficial Hey Olivia, 1. I haven't personally seen this type of pricing used with any companies yet, but it is definitely possible. What I would recommend is setting up a Pricing Model called something like ...
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Comentario oficial Hola, Comuníquese con support@flexrentalsolutions.com y proporcione el nombre de su empresa para que podamos investigar esto más a fondo. Gracias, Nick Nazario - Customer Success Associate