Bally
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Activity overview
Latest activity by Bally-
Bally created an article,
Flex Cloud: How to merge duplicate leads
Flex will detect if duplicate Leads have been entered into the Leads page. It will look for matching email addresses, names or contact numbers. This guide explains how to identify and merge duplica...
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Bally created an article,
Flex Cloud: Multi‑Shop Customer Export
If you manage multiple shops, exporting customer information one shop at a time can be repetitive and time-consuming. Flex now exports customer and contact details from all accessible shops in a si...
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Bally created an article,
Flex Cloud: Copy a Contact to clipboard
On the Flex platform you can copy a contact's details to a clipboard to paste into another program. You will see the icon where Contact information is presented on the Contacts page and Projects ...
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Bally created an article,
Flex Cloud User roles
Log in to the Flex platform Open the Flex platform. If using an internet browser go to: http://flex.cloud and log in Creating a user role In the Flex platform: Click the Settings icon at th...
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Bally created an article,
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...
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Bally created an article,
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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Bally created an article,
Flex Cloud: How do I add or edit the contact person for my shop?
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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Bally created an article,
Flex Cloud Number range rules explained
A number range rule is a setting for either project numbers, contact numbers, invoice numbers or payment numbers. A rule defines how the new projects, contacts, invoices and payments, will be numbe...
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Bally created an article,
Flex Cloud: Usage Log
The Flex platform will keep a log of all activities such as creating a project or updating a project.Click the Settings cog icon on the left hand menu bar and under Admin area select Usage Log. Th...
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Bally created an article,
Spaces Flex: 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 ...