Jordan - Flex Staff
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Activity overview
Latest activity by Jordan - Flex Staff-
Jordan - Flex Staff created an article,
Resetting Passwords
How to Reset Your Password From The Login Screen How to Reset Another User's Password How to Reset Your Password From The Login Screen On the login screen, below the password field, is the Forgo...
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Jordan - Flex Staff created an article,
Adding, Editing, and Applying Tags
Overview Adding a Tag Editing a Tag Applying a Tag to an Inventory Model or Contact Searching for an Inventory Model or Contact by Tag Bulk Updating Model Tags Deleting a Tag Overview You can cr...
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Jordan - Flex Staff created an article,
Workflow Jobs
Overview Adding a New Workflow Job Email Notification Email Notification w/Report Editing a Workflow Job Deleting a Workflow Job Undeleting a Workflow Job Overview Your system comes with a...
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Jordan - Flex Staff created an article,
Cheat Sheets
Overview Creating a Cheat Sheet Editing a Cheat Sheet Building a Cheat Sheet Downloading a Cheat Sheet Deleting a Cheat Sheet Undeleting a Cheat Sheet Overview A cheat sheet is a document that y...
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Jordan - Flex Staff created an article,
Contact Type and Contact Type Groups
Overview Creating a Contact Type Editing a Contact Type Assigning a Contact Type to a Contact Creating a Contact Type Group Editing a Contact Type Group Viewing Contact Types and Contact Type G...
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Jordan - Flex Staff created an article,
Workflow
Overview Changing the Workflow and Workflow Action Names Adding a New Workflow State Adding a New Workflow Action Deleting Workflow States Deleting Workflow Actions Overview This article will sh...
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Jordan - Flex Staff created an article,
Report Groups
Overview Creating a New Report Group Editing a Report Group Enabling a Report Group on a Report Disabling a Report Group on a Report Deleting a Report Group Undeleting a Report Group Overview Re...
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Jordan - Flex Staff created an article,
Inventory Settings
Overview Inventory Settings Definitions Overview There are many settings for inventory found on the Inventory menu which are accessible by clicking the Inventory Settings option. Many of these...
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Jordan - Flex Staff created an article,
Inventory Worksheet
Overview Filtering Results Making Changes to Inventory Model Fields Bulk Editing Inventory Model Fields Copying and Pasting Single Value To Selected Lines Copying and Pasting Multiple Values To Se...
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Jordan - Flex Staff created an article,
Status Options
Overview Creating, Editing, and Deleting a Status Option Closed Status Locked Status Color, etc. Overview Status Options are used for many things, but they are primarily a core factor for wor...