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61 posts

Although I have set the platform's default currency to EUR, I would sometimes like to send offers or order confirmations to customers in EUR. How do I proceed without manually modifying each product line?

06.02.2026currency1 ans.63 views

How can I bulk download invoices issued during a specific period?

06.02.2026invoices1 ans.72 views

Where can I find the form responses (from the marketing module)?

15.01.2026forms1 ans.61 views

I found that I haven't activated Email marketing for my clients. How can I do this for everyone?

29.12.2025customersnotifications1 ans.75 views

Can I simply change the name of a departing employee and use the same account for a new employee?

17.12.2025employees1 ans.92 views

How to cancel an order that has already entered the workflow?

11.11.20251 ans.68 views

If we use a general product in quoting, how can we transform it into a personalized product with the name and specifications requested by the customer?

12.09.2025offersproducts1 ans.98 views

We need to export invoices in an editable format for translation. We send invoices to the client in English

09.09.2025invoices1 ans.91 views

Our company owns a space that it leases out. How can I re-invoice rent and utilities monthly in iFlows?

01.09.2025invoices1 ans.67 views

How do I configure access for an employee to the "Forms" section?

01.09.2025forms1 ans.84 views

How to set the Super Product price?

26.08.2025products1 ans.61 views

Why are duplicate clients created when filling out a form and how can I prevent this?

22.08.2025forms1 ans.66 views

I noticed in employee reports that some end up in the impossible situation of showing 24 hours worked per day. Why is this happening?

04.08.2025employeesreports1 ans.120 views

How do I generate custom orders for unique products without cluttering the catalog with non-repeating items?

29.07.2025ordersproducts1 ans.94 views

Is it possible to generate a single invoice from multiple orders, even if they come from different workflows?

29.07.2025invoices1 ans.77 views

What does the ”Alias” field represent for Customers and Products?

25.07.20251 ans.74 views

How can I send an email to my colleagues regarding a specific order, directly from iFlows, to request additional information?

24.07.2025ordersemail1 ans.93 views

I have a product that already exists in stock, but when I try to add it to a new manual NIR (Reception and Inspection Note), the system does not recognize it automatically. If I try to add it as a new product, I get an error that the product already exists. What should I do?

09.07.2025purchases1 ans.98 views

Why can't I modify the price of a product when creating a quote or an order?

06.03.2025prices1 ans.84 views

How can I create a service (e.g., transport or assembly) for which stock tracking is not required?

06.03.2025products1 ans.94 views

Can I print the receipt directly from iflows or do I need to download it first?

05.03.2025receipt1 ans.76 views

How do custom email templates work and what does the {{informatii}} variable represent?

27.02.2025templatesemail1 ans.82 views

I am no longer sure if I sent the offer to the client directly from the system or not. How can I find out?

26.02.2025offers1 ans.90 views

I noticed in the settings that there are notifications sent to the customer upon offer expiration, which I have enabled, but these are not sent to me as well, like the offers are.

26.02.2025notificationsoffers1 ans.75 views

How can I make the "appointments" tab visible to operators?

17.02.2025workflowoperators1 ans.79 views