FLEX Ten Inquiry Quick Links
The FLEX Ten system provides “Inquiry Quick Links” and “Favorites” features to allow users to rapidly access frequently viewed account information, significantly streamlining workflows. These features help users customize their interface for quick navigation.
Viewing Additional Account Information
To view additional details for an account:
- Click “inquiry”.
- Choose the desired information from the displayed list.
- Once you click on the header of the chosen option, the relevant information will be populated on your screen.
Setting Inquiry Quick Links
For information you access frequently, you can set it as a “Quick Link”:
- Hover over the specific inquiry option you wish to save.
- Right-click on the option.
- Select “setting it as a quick link” from the context menu.
Accessing Inquiry Quick Links
Once a Quick Link is set, it can be accessed with ease:
- Quick links are located in the TR entry area on the left-hand side of the entry window.
- To access a Quick Link, simply click on its icon.
Removing Inquiry Quick Links
If a Quick Link is no longer needed:
- Right-click on the Quick Link icon.
- Choose “remove from quick link” from the options.
Setting Inquiry Favorites
Similar to Quick Links, you can also set “Favorites” for frequently viewed options:
- Hover over the specific inquiry option you wish to save.
- Select “setting it as a favorite”.
Accessing Inquiry Favorites
Favorites are conveniently located for quick access:
- Favorites are found by clicking on the heart icon.
- They will be listed across the top of the screen.