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...

  • 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 Searching for an Inventory Model by Tag Bulk Updating Model Tags Deleting a Tag Overview You can create tags in your Flex...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...