Sue

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  • Leads: Add your own custom sources

    Administrators can manage and configure which Lead sources are available for selection across the Flex Cloud platform by creating custom Lead sources directly in the Flex Cloud platform Settings. N...

  • Leads: History tracking

    You can view a detailed log of significant changes made to Lead fields meaning you can track how a Lead has evolved over time and understand the actions taken throughout the sales process.  The His...

  • Leads: Source tracking for contacts

    When a Contact is created from a Lead, the Contact details include the Lead source information. A reference to the originating Lead appears on the Contact details page, allowing you to view the Lea...

  • How to change the font settings for notes

    To change the font of a single note:Select the note and right-click it. Select Display Settings. Click the Font button and make the changes as required Click OK, then Apply, then OK again. Note: If...

  • Flex Cloud: Add a note or attachment to a lead

    Add notes and attachments when you contact a lead to keep a track of what was discussed and when last contact was made. Follow the steps below to add a note or attachment to a lead: On the Leads ta...

  • Cannot connect to server

    This error message indicates that you need to clear your cache.  For instructions on how to do this please see article How to Clear the Cloud Cache on Design Flex programs.

  • What is the Cycles render engine?

    From version 14.8 the Cycles render engine will be turned on as the default render engine to use when generating a High Quality Render.  It takes advantage of your GPU and will leave the CPU free f...

  • Which render engine should I use?

    There are three render engines available to you within Design Flex:Note: The CPU manages the program’s primary tasks and overall operations, while the GPU accelerates rendering, visual processing, ...

  • How do I renew my maintenance and support online?

    IMPORTANT: This can only be done if you are an existing Maintenance & Support customer. Log into your Cyncly Account and follow these steps:   Click on Manage Subscriptions & Products. To pay an in...

  • What is my license type?

    There are two types of licenses: Design SubscriptionWhat is it? A 12-month subscription that provides a more affordable entry point compared to a Perpetual License. Subscription is only offered as ...