- The Resource Browser
- The Workbench
- The Workbench Menu
- The Toolbar
- Resizing Sections and Columns
Flex features an elegant and intuitive user interface. Learning the different parts of the Flex interface and how they interact with each other will help you to be more efficient when navigating your Flex system.
The Resource Browser
The left-hand section of Flex is called the Resource Browser. The Resource Browser contains five different sections:
- Contacts: Includes Clients, Employees, Vendors, etc.
- Facilities: Shows the business locations associated with your Flex subscription.
- Inventory: A complete listing of your inventory.
- Recent Items: The 25 most recently opened pages (unique per user).
- Services: Non-inventory items that you might include on a Quote, like labor, travel expenses, etc.
These sections (with the exception of Recent Items) are organized by folders and sub-folders. To navigate through folders and sub-folders, click the small arrow to the left of any folder.
The Resource Browser also contains a search feature. Switch from browse mode to search mode by clicking the SEARCH tab at the top of the Resource Browser. You can narrow your search by selecting an option from the drop-down menu (Search All, Search Quotes, Search Inventory, etc.).
The middle section of Flex is called the Workbench. The calendar automatically opens in the Workbench when you log in to Flex, and any new page you open, whether it be a Quote, inventory item, or system setting, will open in a new tab in the Workbench.
You can rearrange tabs by pressing and holding the mouse on a tab and dragging it to a new location. You can close a tab by clicking the small circle on the right-hand side of the tab, or by right-clicking on any tab and choosing either Close All Tabs or Close All Other Tabs.
The Workbench Menu
To the right of the Workbench is the Workbench Menu. The options found in the Workbench Menu change based on what you have open in the Workbench. For example, if you have a Quote open in the Workbench, the Workbench Menu will list options that apply to working on a Quote.
If you open an inventory item in the Workbench, the Workbench Menu will list options that apply to an inventory item.
Along the top of the Flex screen is the Flex Toolbar. The Flex Toolbar contains the main menu, barcode input box, location selector, and create new element menu.
Resizing Sections and Columns
You can resize each section width in your Flex system by pressing and holding the mouse over the resize bars located between sections. The resize cursor will appear, and you can drag the section to your desired width.
You can also resize the column width in the calendar by pressing and holding the mouse over the column separator and dragging to your desired width.