Flex: Navigation

When you login to the Flex platform you will see a left hand menu bar, use the icons to access the 5 main screens:

 

1. Dashboard
   Dashboard offers easy to setup drag and drop widgets to view some key point indicators quickly. A user can customise the dashboard and the changes are for the currently logged in user only.
   On the Dashboard you can also use the buttons to quickly create a New Contact, New Project or New  Document.
   
    
2. Contacts 
   Full list of all customer contacts in Flex (across all showrooms).
   The flexibility of this view is to use the filter fields to filter by the required data.
   
    
3. Projects
   Full list of all projects, including designs in Flex (across all showrooms).  This can be viewed as a list or a Project Board.
   The flexibility of this view is to use the Filter by field to search across all your data, or filter by Project Status, Our Reference, Designer, Contact, External Ref., In status for number days or Archived.
   
    
4. Documents
   Full list of all documents uploaded to projects or contacts in Flex (across all showrooms). The flexibility of this view is to use the Search field to search across all your data, or filter by Contact, Vendor, Project, Design, Type, Format, Status or Global.  There is also an expandable right hand side bar which shows you a preview and properties of a selected document.
   
    
5. Reports
   Access the report generator to create and save management reports.
   
    

The toolbar icons showing across the top of the screen will change depending on which view you are currently using. You will find all the functions you need to interact on this toolbar. For example, when you are in documents you can attach new documents, create a new whiteboard, create a new note, open documents, delete documents and download documents. 

Note: If you see scroll buttons to the right of a top toolbar this means the toolbar is elongated and the buttons allow you to scroll back and forth on it.

When navigating in the Flex platform, you will notice a breadcrumb trail, below the toolbar icons, to help show where you are and provide quick access to go back. For example when you have clicked through a project, into the project details, and into a design the breadcrumb trail will show:
Projects / Project name (project number) / Alternative name (design number)
You can click on any of these 3 areas to go back to that project, or the whole projects list.

Settings

Click the cog icon at the bottom of the left hand menu bar to access:

• The Customer Portal where you can enter the support centre, download the product and request new catalogues.
• User Settings where you can access your User profile to edit your contact details, change your password, upload/edit your avatar and profile. You can also add or edit your User preferences such as select default settings (our reference, designer name, space name and design name).
• Admin Area where you can find Company Settings, Showrooms, Users, User roles, number range rules, custom settings, lock, licenses user licenses and usage log.

Help

Click on this icon at the bottom of the left hand menu bar and it will give you access to the Support Centre, where you can find hundreds of articles to help you use the software more efficiently.

The Quick Search box at the top right will search across all areas of Flex. Type in the box to search, using a minimum of 3 characters. Results are displayed and show what category they are in for example Projects or Contacts. Click a result to go directly to it.

 

At the top right of the screen is the name of the currently logged in user. Click your username to access the menu below:
NOTE: the list of options offered is dependent on your desktop application.


Cyncly Account - selecting this will take Design Flex users to My Account where you can manage users and licenses, and download the software, but Winner Flex users will be able to perform these functions within the Flex platform.

  Change Showroom - Select a different showroom (from those you have permission to access).

 Change Language - Changes the language of the Flex interface.

 Hide Prices - this hides the prices of designs on the Flex platform.  You may wish to do this if                    sharing your screen with a customer.

About Flex - Through this you can access Legal Information, Terms and Conditions. and also submit feedback on the product.

 Sign Out - Sign out of Flex.

When you are viewing a screen with a long list, for example a contacts list or users list, there will be several fields to filter by across the top of your screen. Filters help to find the data you want to work with.

Filters will show drop down boxes for you to narrow down the list. For example, picking different showroom names, a classification or active/inactive status.

 

Note:  You will only see these if you have administrator rights.

Throughout the Flex platform, if you are an administrator, you will see some pencil icons.

These show that there is an associated action when you click the button. Examples are to edit the options of customizable boxes, or to send an email (with your default mail application).

At the bottom of any list view on the Flex platform is an Elements per page drop-down where you can choose the amount of rows displayed on-screen.