Bally
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Recent activity by Bally-
Flex Cloud: Where can I see, what projects are linked to a contact?
The Flex platform gives you an overview about all existing projects from you or your company (depending on user rights). However you may want to see projects linked to a specific contact, these in...
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Flex Cloud: Access Flex Cloud on a web browser
You can access the Flex platform on all browsers that are using the chromium engine. In addition you can also use a tablet to open the platform.After you are registered for Flex use a web browser t...
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Flex Cloud: Unlock a Project and Design
A project becomes locked as soon as a user opens a design. This is to prevent more than one person working on the same project. When another user tries to open the project they will see an error me...
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Flex Cloud: Contacts
Your username can be assigned to more than 1 showroom, you can change which showroom you are working with by clicking your username at the top right to see the user menu. A contact can be a cust...
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Flex Cloud: Admin area
In this article you will learn how to access default Company settings, add edit and delete Users, create and edit User roles and assign users to them, create, edit and delete Number range rules, cr...
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Flex Cloud: Projects
Add a New Project Click the New Project button on the top toolbar (in Projects list view and Dashboard view). Enter a project name. To the right of the Project Name field you have two o...
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Flex Cloud: Project Board
Features of the Project BoardEasily manage your projects You can move a project from one status to the next by either drag and drop in the Project Board or click on the status in the sidebar. In t...
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Flex Cloud: Dashboard
The Dashboard provides a quick overview of key indicators in your business. It shows figures relating to all your data across your company. The Dashboard adds value for company managers because it ...
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Flex Cloud: Activate Leads management on Flex platform
When the Leads component has been added to your account, users will not have access to this until you have created a user role. See more information under the section User roles: Flex: Admin area h...
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Flex Cloud: Documents
In this article you will learn about Global documents, how to attach/upload a New Document, open the Whiteboard, open a Document for editing, access and edit a Document's Properties, Send document...