Bally
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Recent activity by Bally-
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, and Designs. When you add a field, it will be available on all cont...
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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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Spaces Flex: 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...
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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 ...