Flex Services

Base System Configuration

Service Flex Units

Basic System Setup

Working with you through an online meeting, we will set up basic system data in line with your requirements, including:

  • Company Details, Languages and Preferences
  • Bookable Meeting Resources
  • User Groups
  • Company and Group-level User Permissions
  • Lookup Values (to populate Drop-Down Lists etc.)
  • Sales Tax Setup for your local market
  • General (Master) Email Template
  • Email template ‘From’ addresses (all Templates)
  • Social Scout – Configuration of Company Social Network IDs
2 Units

Advanced User Permissions Setup

Work with you to define desired permissions structure, and configure Shared Permissions to implement defined rules.

1 Unit

Extra Data Configuration

Work with you to identify requirements for additional data fields and custom objects. Configure up to 5 Extra Fields and up to 2 Extra Data Objects.

1 Unit
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