Sharing FlexViews

You are able to share your FlexViews with someone else on EverLogic.

This is a two step process, outlined below;

  1. Obtain a Copy of FlexViews from Original Owner
  2. Retrieve FlexViews

 

Obtain a Copy of FlexViews from Original Owner

1. Access File Explorer Folder

2. Type %appdata% and hit Enter

3. Double-click to open EverLogic DMS

4. Locate FlexView Settings

5. Drag FlexView Settings into an email or Teams Message to the person who will be retrieving the files 

6. Search for the FlexViews to be shared, using the type of FlexViews to be shared

    • Customer
    • Deal
    • Inventory
    • Invoice
    • Labor History
    • Part Inventory
    • Repair Order

7. Select all files to be shared and drag the files into an email or Teams Message to the person who will be retrieving the files 

8. Send the files via email or Teams Message to the person who will be retrieving the files 

 

Retrieve FlexViews

1. Access File Explorer Folder

2. Type %appdata% and hit Enter

3. Double-click to open EverLogic DMS

4. Drag FlexView Settings into an email or Teams Message to the person who will be retrieving the files

5. Drag those files into EverLogic DMS Folder on the computer where they will be saved

NOTE:  All FlexViews will display on the new user's computer, you may have to delete those you do not want to keep, from EverLogic.

 

 

Related Articles:  

Creating / Accessing FlexViews

Calculating the Sum for a FlexView