Recent Topics
Are there any Install Reports that show Fab Notes?
I wanted to find out if you show Fab Notes on any of the Install Reports.
Restore Customer
Can I get a Customer back if it was deleted in error?
Update UserName and ShortName
Can both the UserName and ShortName be updated?
Edit a payment
Can I edit the amount of the payment I received?
Unvoid an action
Can a voided action be unvoided?
Text Box not saving
Why isn’t the Text Box on my Customer Layout saving?
Pricing not showing on alternative materials calculations when using AltCalc in Price List
I would like to include AltCalc's on my estimate to provide alternative material pricing. I have the AltCalc checkbox checked in the Price List for my Category, but it's not showing up on my Estimate as an option?
Invoice Report Customizatoin
Is there a way to adjust the size of the area boxes on the invoices? Would love to get these down to one page, if possible. Anytime I have more than one area - it always bumps it to a second page.
dfx files
We ran into an issue that when we have a project with more than one DFX file it overwrites the first one and do not let you do two for the same project.
Export Price List
Can I export a Price List to excel?
Export SKU's to excel
Can I export my SKU’s to excel?
Drawing a notch on a top
How to add a notch to a drawing?
Update a payment
How do you update the payment amount?
User cannot see appointments
Why can’t a specific user see the appointments on the Scheduler?
Non- Serialized Clear All Button
Can we get a clear all button for non-serialized items?
When I try to login to ActionFlow, I'm not able to do so. Error loading user.
When I try to login to ActionFlow I get this error message: Error loading user: Object reference not set to an instance of an object, and it stays on the loading screen.
Price List default for Process
Can you attach a specific price list to a specific process?
Payment refund
If I use Basys to collect payments and need to issue a refund, do I have to use the Basys/IQPro portal to do that?
Customer search
Has the Customer search changed?
Assigned Roles
Can you add a Role to the Assigned Roles drop down in the Job Basic Info?
Not see all schedules in Month View
Why can’t I see all my scheduled Jobs in the month view?
TemporaryAF folder
Can I delete the TemporaryAF folder on my computer? What is it?
Pipeline visibility
Hello, Our business has reorganized jobs into a bucket system, where sales are made and then begin the process through Template, Materials, Warehouse staging, Cut, CNC, Finish, and Install Inventory. What I am looking for is a dashboard that would visualize
Date Present did not populate when I received Non-Serialized Invenventory
When I received my Non-Serialized Inventory order, I realized the Date Present did not populate on the Inventory Item line like it does for Serialized Inventory.
Tops with different depths
How do you draw a top with different depths?
Locked Edge
How do I unlock the Edge on a Drawing?
Phone and Email types
Can you add options for Phone and Email type in Customer Basic Info?
Delete Saved Views
How do you delete Saved Views on the GridView page?
I'm getting a Fatal Error when I print a report from ActionFlow.
I'm getting a fatal error when I try to print a report from ActionFlow, but I don't get an error when I print other documents, or from my Gmail account. Only ActionFlow. Any ideas?
Po's on Estimates
Can I add a Purchase Order # to my Estimates?
Cost Overrides
Where is the Cost Override for Line Items?
How to no longer be charged for a user.
Why am I still being charged for a User that I Unregistered?
Second Shipping Address
How do I add an additional Shipping Address for my company?
Line Item with End Date still showing
I have an End Date set for a line item, but it is still showing as an available line item on my job.
Can I see $T on the Month View on the Scheduler?
I was curious if you can see $T on the Month View of the Scheduler? Currently, I can see them on the Day and Week View.
Include Current Area Only on Invoice
Why doesn't the Include Current Area Only work when I try to run an Invoice?
Two spots for Contact Information
Why are there two different spots for contact information in the Customer tab?
Move top to new area
Can I move tops from my current Area to a new Area?
Markup% not showing
Why can’t I see the Markup% in my Area Module?
Customer List
Where can I get a list of my customers and their contact information?