Mind Map Gallery Flex5 Desktop Mindmap
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Flex5 Desktop Mindmap
A mind map about Flex5 Desktop Mindmap.
Edited at 2020-11-25 19:35:54
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- Outline
Main Idea
Send Feedback
Enter Barcode
Create
Profile
Sub Topic
What's New
Sub Topic
Recent
Sub Topic
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 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.