Customer Success Team

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Articles

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  • Password Policies

    Overview Creating a Password Policy Entering Password Policy Details Enabling a Password Policy Deleting a Password Policy Overview Password policies are a set of rules that determine the typ...

  • Merge Duplicate Contacts

    Overview Searching for Contacts in the Contact Manager Overview Occasionally you may find redundant contact records in your Flex system. The merge duplicate contacts feature is a simple way that...

  • Security Groups

    Overview Changing Security Group Permissions Adding a Security Group Editing Security Group Settings Deleting a Security Group Overview Each Flex Assets user is assigned to a security group. ...

  • Inventory Tree

    Overview Adding a Parent Inventory Group Adding a Child Inventory Group Editing Inventory Group Settings Changing the Order of Inventory Groups Deleting an Inventory Group Overview Your inventor...

  • Inventory Tree Configuration

    Overview Opening the "Inventory Tree Configuration" Window Adding Inventory Tree Groups Editing Inventory Tree Group Settings Deleting Inventory Tree Groups Overview The inventory tree structure...

  • Users

    Overview Adding a User Editing a User Changing a User's System Permissions Viewing the Access History of Users Deleting a User Undeleting a User Overview A Flex Assets system user is a person...

  • Logging Maintenance on Inventory

    Overview Logging Maintenance on a Serial Unit Editing a Maintenance Log Creating a New Maintenance Procedure Deleting a Maintenance Procedure Printing a Maintenance Report Overview You can lo...

  • Scheduled Inventory Counts

    Overview Creating a New Scheduled Inventory Count Editing a Scheduled Inventory Count Cloning a Scheduled Inventory Count Scanning for a Scheduled Inventory Count Closing a Scheduled Inventory Cou...

  • Scheduled Maintenance

    Overview Enabling the Scheduled Maintenance Feature Setting up Scheduled Maintenance on an Inventory Model Viewing Scheduled Maintenance Information on a Unit Running Scheduled Maintenance Repo...

  • Serialized vs Non-Serialized

    Overview Serialized Model Example Non-Serialized Model Example Changing Non-Serialized Model Quantities Overview All of the physical inventory items that you want to track in your system need to...