Bally
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Recent activity by Bally-
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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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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Flex Cloud: 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 ...
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Flex Cloud: How can I create a custom field and why should I do it?
Custom fields can be used to capture extra information that is not already built in to the Flex platform, for Contacts, Projects, Designs and Leads. When you add a field, it will be available on al...
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Flex Cloud: How can I delete a custom field?
Open the Flex platform:Click on the cog icon at the bottom of the left hand menu bar. Under Admin area select Custom settings. Click on the bin icon to the right of the field you want to remove. ...
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Flex Cloud: Archiving and retrieving an archived project
In this article we will look at how to archive a project, how to view an archived project and unarchiving or restoring an archived project. This is all done via the Flex Platform. To archive a Pro...
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Flex Cloud: How to add a second bank account
Users are able to add a second set of bank details to their company information. Adding a second bank account in Flex In the Flex platform, click the Settings icon at the bottom of the left hand me...
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Flex Cloud: What is the whiteboard function?
Since you can use Flex on different devices (including tablet devices), it is helpful to load or take a photo and add measurements and notes. It is also useful to use when you're with a client to ...
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Flex Cloud: Tracking and reinstating deleted documents
In the Flex platform, you are able to review deleted documents and reinstate them, as long as it is within 90 days of the initial deletion. The Deleted documents list is accessed by the more optio...
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Flex Cloud: How to add favorites in pre defined text
In the Flex platform it is possible to choose your most used options as your favorites. This will make it quicker and easier when creating a contact or adding an address in Flex, as the favorites w...