Customer Success Team

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  • Corporate Identities

    Overview Editing Corporate Identity Settings Overview The Corporate Identity is the location in Flex where you'll store the name of your company and other information that is not required but yo...

  • Adding and Editing Serial Units

    Overview Adding a Serial Unit Editing a Serial Unit Uploading Files to a Serial Unit Marking a Serial Unit as Out of Commission Marking a Serial Unit as Decommissioned Marking a Serial Unit as Pre...

  • Configuring a Barcode Scanner

    Overview Preferred Scanner Setup Scanner Setup Overview Flex works with most barcode scanners. We do, however, recommend certain models (see Barcode Scanner Recommendations). For optimal use wit...

  • Accessing Your System

    Overview Logging In To Flex Changing Your Password Logging Out of Flex Overview Flex Assets is web based, which means you can access it from anywhere with a web browser and an internet connectio...

  • Departments

    Overview Adding a Department Editing a Department Deleting a Department Undeleting a Department Overview A project element can be set up to include an associated Department field. These Departme...

  • Hidden Inventory Items and Groups

    Overview Hiding an Inventory Item Hiding an Inventory Group Granting a User Permission to View Hidden Items Overview In Flex, you can hide individual inventory items and only users with permi...

  • Navigating the Layout of Flex Assets

    Overview Flex Assets Main Interface Home Screen Quick Links To-Do List Past Due Flex Interface Main Menu Resource Browser Workbench Menu Detail Block Overview Flex Assets features a resp...

  • Inventory Depreciation

    Overview Enabling Inventory Depreciation Fields Entering Depreciation Information on Inventory Models Entering Depreciation Information on Serial Units Bulk Editing Serial Unit Depreciation Fie...

  • Icon Library

    Overview Adding Icons Downloading an Icon Editing an Icon Deleting an Icon Overview Flex provides over 1100 icons to help you label your folders, assets, and task elements. This article will ...

  • Contact's Notes/Tasks Tab

    Overview Adding a Note to a Contact Adding a Follow-Up Task to a Contact Editing a Note or Follow-Up Task Resolving a Follow-Up Task Deleting a Note or Follow-Up Task Overview The Notes/Tasks ta...