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  1. Winner Flex
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Settings

My Account

  • Flex: Feedback function
  • Flex: An overview
  • Flex: Tracking and reinstating deleted documents
  • Flex: Create an API key
  • Flex: Export users as a .CSV file
  • Flex: How to view Flex Legal information
See all 31 articles

System Settings

  • Flex: Project Board
  • Flex: the Project Board sidebar
  • Flex: Update company settings
  • How to create and use Registered texts
  • Alternative status symbol colors
  • Flex: How to add favorites in pre defined text
See all 34 articles

Project Defaults

  • Winner Flex: How to change currency
  • Flex: Automatic local backup of designs
  • Flex: How to change salesperson and designer for a single project
  • How to change your screen layout
  • Flex: The project status
  • Flex: Find project
See all 16 articles

Customers

  • Flex: How to import contacts and documents from 2020 Fusion
  • Flex: How do I add or edit the contact person for my showroom?
  • Enhanced search function
  • Finding a customer
  • How to manage lists of customer and company contacts
  • Adding a custom title to a customer
See all 8 articles

Security

  • Creating / Editing a security role
  • Security policies
  • Security Roles: overview
  • Security Roles - Project and Register
  • Security Roles - Calculation and Invoicing
  • Security Roles - Exporting and Reports
See all 10 articles
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