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Flex

Onboarding

  • New User: Design Flex Cloud onboarding
  • Getting Started with Design Flex Cloud
  • Flex Cloud: Set up your email to send documents from the Flex platform
  • Flex Cloud: Contacts
  • Flex Cloud: User settings
  • Flex Cloud: Initial activation and setup
See all 12 articles

Admin area

  • Import Data from Cyncly Payments into QuickBooks Online
  • Managing Disputes for Payments in Design Flex
  • Processing Refunds in Design Flex
  • Using the Merchant Portal in Design Flex
  • ACH Payments with Design Flex
  • Flex: Multi-Shop Customer Export
See all 26 articles

Projects

  • Flex Cloud: Design status symbol colors
  • Flex Cloud: Create a receipt of payment
  • Flex Cloud: Create a payment link for Cyncly Payment
  • Flex Cloud: Create a payment
  • Flex Cloud: Create an Invoice
  • Flex Cloud: the Project Board sidebar
See all 20 articles

Leads

  • Leads: Add a note or attachment to a lead
  • Flex Cloud: How to merge duplicate leads
  • Flex Cloud: Leads
  • Flex Cloud: Activate Leads management on Flex platform
  • Flex Cloud: Add a lead
  • Flex Cloud: Change the status of a lead
See all 9 articles

General

  • Flex Cloud: Copy a Contact to clipboard
  • Flex Cloud: Export your Contact or Project list
  • Flex Cloud: Sync preferences across devices
  • Flex Cloud: How to synchronize display tab schemes
  • How to Disable Flex Cloud
  • Flex cloud conflict
See all 16 articles
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