FLEX Ten Account Summary and Inquiry

FLEX Ten FLEX Ten Teller FLEX Ten Account Summary and Inquiry

This document provides instructions on how to use the Account Inquiry feature, along with Quick Links and Favorites, within the FLEX Ten system on www.flexcutech.com. These features are designed to provide quick and efficient access to frequently viewed account information.

1. Accessing Account Information

To view additional information for an account:

  • Click “inquiry”.
  • Choose from the list what specific information you would like to view.
  • Once you click on the header of the selected option, the information will be populated.

2. Setting Up Quick Links

For options that you anticipate viewing often, you can set them as Quick Links for rapid access:

  • Hover over the desired option in the list.
  • Right-click on the option.
  • Select “set as a quick link” from the context menu that appears.

3. Using Quick Links

Quick Links are designed for immediate access to your preferred account inquiry options:

  • Location: Quick links are found in the TR entry on the left-hand side of the entry window.
  • Access: To open a quick link, simply click on its icon.

4. Removing Quick Links

If a Quick Link is no longer needed or you wish to change your frequently accessed options:

  • Right-click on the Quick Link icon.
  • Choose “remove from quick link”.

5. Using Favorites

Favorites provide another convenient method to quickly access frequently used options:

  • Setting: You can also set an option as a favorite by hovering over it and selecting the appropriate option (this is mentioned as an alternative setting method alongside quick links).
  • Location: Favorites are found by clicking on the heart icon.
  • Access: Once the heart icon is clicked, your favorite options will be listed across the top of the screen.