Sue
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Recent activity by Sue-
Flex Cloud: How to delete a project
Soft deleteIMPORTANT: Soft deleting a project does not make the project number available again. Open the Flex platform, either via a browser or from within the desktop program. Click the Projects ...
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Flex Cloud: How to copy a project
Access the Flex Platform via a web browser or from within the desktop program. Click on the Projects icon on the left hand menu bar.Select the project you want to copy (do not open it) and click on...
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Flex Cloud: Where can I see, what projects are linked to a contact?
The Flex platform gives you an overview about all existing projects from you or your company (depending on user rights). However you may want to see projects linked to a specific contact, these in...
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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...