Sue
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Recent activity by Sue-
Flex Cloud: Find project
In Flex, you can use filters to search the project database stored in the cloud (the Flex platform). On the Flex Platform Navigate to the Flex platform Click on the Projects icon in the left h...
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Flex Cloud: How do I add or edit the contact person for my showroom?
In Flex you can add a contact person for each of your showrooms. To do this follow the instructions below: Open the Flex platform. Click the Settings icon at the bottom of the left hand menu bar. ...
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Flex Cloud: How to change salesperson and designer for a single project
If you wish to change Salesperson and or the Designer for a single project at a time follow the instructions below.If you wish to change Salesperson and or the Designer for all projects done by a p...
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Flex Cloud: The project status
It is now possible to add a project status with a color in the Flex platform. This will then show in your desktop app and will make it easier to view projects under different status markers. The fi...
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Flex Cloud: How can I delete a custom field?
Open the Flex platform:Click on the cog icon at the bottom of the left hand menu bar. Under Admin area select Custom settings. Click on the bin icon to the right of the field you want to remove. ...
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Flex Cloud: How to add your company or showroom logo
You can personalize the Project level screen by adding your company logo, this will affect all showrooms within the company. Alternatively you can have different logos for each showroom within the...
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Flex Cloud: How can I add showrooms?
You can add showrooms by accessing the Admin area.Click the Settings icon at the bottom of the left hand menu bar Under Admin area select Showrooms.Within a company you can have more than 1 shop. T...
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Flex Cloud: How can I create a custom field and why should I do this?
Custom fields can be used to capture extra information that is not already built in to the Flex platform, for Contacts, Projects, and Designs. When you add a field, it will be available on all cont...
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Flex Cloud: What is the whiteboard function?
Since you can use Flex on different devices (including tablet devices), it is helpful to load or take a photo and add measurements and notes. It is also useful to use when you're with a client to ...
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Flex Cloud: How to add, edit or delete Salesperson
This Flex article explains how to make amendments to Salesperson. On occasion you may need to amend Salesperson details, for example: If you have a new starter If someone changes their name If a de...