Web App Getting Started Guide

Created by Mike Vetter, Modified on Fri, 06 May 2022 at 01:35 PM by Doug Bechtold

This guide provides key links to get you started using the Flywheel Web App.

Quick Start Articles:

  • Login Screen - Refer to this article on how to get logged into Flywheel.
  • Home/Dashboard Screen - This screen allows you view key actions and customize what is displayed on your dashboard.
  • Search - How to find Accounts, Contacts, Leads and other information using Global Search.
  • Editing Records in Flywheel describes the various ways to change data attributes.
  • List Views - Viewing lists, sorting records, filtering lists, and changing columns.
  • For Ag Premium: Grain/Agronomy Filtering & Farmer Profile View - Co-Op specific information on how to find farmers by Grain/Agronomy business and drill into past ordering/grain merchandising information.
  • Activities & Work Items - How to add notes, log calls, and schedule tasks in the web app.

If you can't find what you're looking for on the Knowledge base, please feel free to submit a ticket.

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