Related Articles
Client Export
Inspire by STX v3.0 was launched with the Client Export feature disabled for all users, to enable go to Setup > Setup Worker Permissions then enable the Client Export permission. To export a list of clients, follow these steps: Click on the ...
Can you export reports?
Currently there is not a way to export reports. This is a feature we are considering for the near future. Stay tuned! Users have found success in highlighting the report results and copy/pasting them into a spreadsheet software such as Excel.
How do I schedule a report?
This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...
Scheduled Reports
This feature will be released in May 2024, stay tuned! Location: Reports > Scheduled Reports The following Reports can be scheduled: Total Sheet Sales Analysis Report On Hand Product Yearly Dashboard Tab Text Count Report To schedule a report, simply ...
Sign Up & Use Textel Integration
Inspire by STX has partnered with Textel to provide two way texting and text marketing features. Click Here to get contacted by a Textel representative and learn more. Click Here for Textel Pricing & Info Ready to sign up officially? Click Here ...