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Services

Displays the Services browser, containing a list with the Services stored in the system.

Inventory

Displays the Inventory browser, containing a list with the Inventory Models stored in the system.

Contacts

Displays the Contacts browser, containing a list with the contacts stored in the system.

Search

Displays the Search sidebar, allows you to look and filter for Inventory Items, Contacts and Elements.

Home

Takes you to the Home tab which includes Daybook, Calendar and Dashboard views.

Daybook

This view displays a list of the elements with a Start Date in the following 30 days.User can view the Previous 30 Days or Next 30 Days.

Calendar

Dashboard

Menu

Flex

Change Password

Allows current user to change the password.

Dashboard

Opens the Default Calendar in a new tab

Log Out

Logs out of the active session

System Status

Opens the System Status tab containing several widgets: License, System Information, Memory, Location...

Events

Event Folders

Opens the Event Folders tab which contains a list with the Event elements created in the system.

Contacts

Contact Manager

Contact Relationship Types

Contact Types

Crew Schedule

Crew Schedule Settings

New Company

Launches the New Company popup

New Contact

Launches the New Contact popup

Referral Sources

Staff Availability Search

To Do List

Financials

Accounting Integration

Automation Profiles

Credit Memos

Opens the Credit Memos tab which contains a list with the Credit Memo elements created in the system

Download QB Web Connector File

Fee Matrices

Pricing Model Matrix

Proposals

Opens the Proposals tab which contains a list with the Proposal elements created in the system

Received Payments

Opens the Received Payments tab which contains a list with the Received Payment elements created in the system

Inventory

Catalog Worksheet

Cheat Sheets

Inventory Manager

Inventory Settings

Maintenance Procedures

New Inventory Item

Launches the New Inventory Model popup

ROI Dashboard

Resolve Shortages

Scheduled Inventory Counts

Suggestion Types

Opens the Suggestion Types tab which contains a list with the Suggestion Types set up in the system

Projects

Conflict Resolvers

Consolidated Copy Profiles

Crew Calls

Opens the Crew Calls tab which contains a list with the Crew Call elements created in the system

Documents

Opens the Documents tab which contains a list with the Document elements created in the system

Element Types

Email Templates

Expense Sheets

Opens the Expense Sheets tab which contains a list with the Expense Sheet elements created in the system

Invoices

Opens the Invoices tab which contains a list with the Invoice elements created in the system

Labor PO's

Opens the Labor PO's tab which contains a list with th eLabor PO elements created in the system

Manifests

Opens the Manifests tab which contains a list with the Manifest elements created in the system

Project Elements

Project Settings

Purchase PO's

Opens the Purchase PO's tab which contains a list with the Purchase PO elements created in the system

Quotes

Opens the Quotes tab which contains a list with the Quote elements created in the system

Rental PO's

Opens the Rental PO's tab which contains a list with the Rental PO elements created in the system

Sales Quotes

Opens the Sales Quotes tab which contains a list with the Sales Quote elements created in the system

Staffing Assistant

Tasks

Opens the Tasks tab which contains a list with the Task elements created in the system

Workflow

Workflow Jobs

Warehouse

Content Builder

Opens the Content Builder tab which is the tool used to scan inventory models into a container, so that when the container is scanned all the items inside it scan too.

Free Scan In

Opens the Free Scan In tab which is the tool used to scan back items into the available inventory

Free Scan Out

Opens the Free Scan Out tab which is the tool used to scan items out of the available inventory

Inquiry Scan

Opens the Inquiry Scan tab where an item can be scanned and the inventory model information will be displayed

Prep Pull Sheet

Prep Transfer Order

Return Manifest

Ship Manifest

Storage/Container Processing

Subrental Returns

Help

Flex Downloads

Opens a new broswer tab with Flex's Resource Downloads site

Flex FAQ

Opens a new browser tab with Flex's Frequently Asked Questions

Flex User Forum

Opens a new browser tab with Flex's Community user forum

Flex User Manual

Opens a new browser tab with Flex's User Manual

Flex Youtube Channel

Opens a new browser tab with Flex's Youtube channel

SystemSettings

Automated Functions

Backup History

Barcode Printing Preferences

Opens the Barcode Printer Preferences tab which allows the user to set up default printing setups with individual template and printer configurations.

Template

Which template will be used, as found in System Settings > Raw Printer Templates.

Printer

Which printer will be used, as found in System Settings > Raw Printers.

Location

Select the location of the printer.

Business Locations

Corporate Identities

Currencies

Custom Fields

Custom Reports

Data Updaters

Departments

Duplicate Barcodes

Email Blast

Embedded Reports

GL Accounts

Holiday Schemes

Icon Library

Integration Bus

Integration Bus Errors

Labor Unions

Numbering Schemes

Password Policies

Payment Methods

Payment Terms

Pricing Models

Production Tasks

Printer Templates

Opens the Printer Templates tab which allows the user to create / edit printer templates, mostly used for printing barcodes.

Name

Name of the Printer Template.

Code

Optional reference code.

Supported Printers

Which printers in the system on which this label can be printed.

Template Text

What will be printed on the label. This requires use of the EPL2 printer control language.

Printers

Opens the Printers tab which allows the user to manage barcode printers that Flex can sync up with.

Name

Name of the printer.

Description

Description of the printer.

Location

Location of the printer, displays all business locations in the user's system.

Printer Language

Language of the printer, usually EPL2.

Printer Host Name

This should be the Printer's Local IP address.

Raw Port Number

Forwarded port, usually 9100.

Report Groups

Report Preferences

Resource Audit Trail

Resource Types

Safe Work Methods

Sales Tax Rules

Security Groups

Security Policies

Sensitive Search Tokens

Service Offerings

Shipping Methods

Skills and Qualifications

Opens the Skills and Qualifications tab which allows the user to view, add, edit, and delete Skills and Qualifications.

Name

Name of the skill.

Description

Description of the skill.

Sound Themes

Sound Clips

Spell Check Engine

Standard Discounts

Static Reports

Status Options

System Settings

Terms & Conditions

Units of Measure

Users

Reports

Opens the Reports tab, which contains a list of all the available reports in the system.