Bally
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Recent activity by Bally-
Flex Cloud: How to add, edit or delete Salesperson
This Flex article explains how to make amendments to Salesperson. On occasion you may need to amend Salesperson details, for example: If you have a new starter If someone changes their name If a de...
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Flex Cloud: How to view Flex legal information
It is possible to view your Privacy Policy, License Agreement and Copyright Notices in the Flex platform, you can also send feedback on the product. Go to the Flex platform.Click on your name in th...
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Flex Cloud: Export users as a .CSV file
Companies with many users may wish to keep a track of the them. This can be done on the Flex platform by exporting a .CSV file: On the Flex platform access the Admin area by clicking the Settings ...
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Flex Cloud: The project board sidebar
The sidebar is opened by clicking the arrow at the right-hand side of the project board screen The following functions can be performed using the Project Board sidebar: Amend project details Chan...
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Flex Cloud: Changing a project name
If you want to rename a Project after you created it you can do so via the Flex platform following the steps below:Go to the Flex Platform either via the browser, or from within your software. Cli...
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Flex Cloud: How to copy a project
Access the Flex Platform via a web browser or from within the desktop program. Click on the Projects icon on the left hand menu bar. Select the More options icon of the Project you want to copy an...
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Flex Cloud: Find project
In Flex, you can use filters to search the project database stored in the cloud (the Flex platform). On the Flex Platform Navigate to the Flex platform Click on the Projects icon in the left h...
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Flex Cloud: How to delete or restore a project or design(s) on the platform
Soft deleteIMPORTANT: Soft deleting a project does not make the project number available again. Open the Flex platform, either via a browser or from within the desktop program. Click the Projects ...
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Flex Cloud: When does a project get locked?
As soon as you open a Design, Flex will download the design locally to your computer. This is when the project gets locked for your colleagues.This means no other colleague can work on the same pro...
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Flex Cloud: How to change salesperson and designer for a single project
If you wish to change Salesperson and or the Designer for a single project at a time follow the instructions below.If you wish to change Salesperson and or the Designer for all projects done by a p...