Customer Success Team
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Recent activity by Customer Success Team-
Automated Functions
Overview Adding an Automated Function Overview Automated Functions allow you to schedule the generation of a report and send it to a user(s). There are several different time interval options fo...
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0.27.76
What's New in Version 0.27.76 (release date 2023-02-16) Implemented the ability to merge duplicate contacts. Implemented the "Birthday" field for contacts. Implemented Sign In with Google on the Re...
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0.27.75
What's New in Version 0.27.75 (release date 2023-01-26)Implemented the "clear" icon for element custom fields.Implemented the "Currency Enabled" field in the General Settings tab.Fix for an issue t...
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0.27.74
What's New in Version 0.27.74 (release date 2023-01-06)Implemented the "Copy Whole Tree" option in the Create Copy popup.Implemented the "ASSIGNED" special code in email workflow jobs.Implemented t...
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0.27.73
What's New in Version 0.27.73 (release date 2022-12-15) Implemented Projects > Workflow Jobs. Fix for an issue that caused Aggregation reports to not load in the Reports menu. Adjusted the "Send Fe...
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Google Sign-In | Overview and Key Concepts
Introduction Using Google Sign-In with Flex Introduction Flex integrates with Google Sign-In to give you a quick, easy, and secure way to log in to Flex. With just your Google account, With just...
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0.27.72
What's New in Version 0.27.72 (release date 2022-11-22) Implemented Element Definitions > Search Options. Implemented Google Sign-In as a login option on the landing page. Fix for an issue that cau...
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0.27.71
What's New in Version 0.27.71 (release date 2022-11-03) Implemented Element Definitions > Custom Fields tab. Implemented Projects > Workflow. Implemented Contacts > Contact Types. Implemented the a...
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Static Reports
Overview Uploading a Static Report PDF Editing a Static Report Enabling a Static Report for Printing from an Element Adding a Static Report to the Default Print Format Report Deleting a Static Rep...
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Custom Reports
Overview Requesting a Custom Report from Flex Support Uploading a Custom Report Editing a Custom Report Enabling a Custom Report for Printing from an Element Adding a Custom Report to the Default ...