---
title: "Contact Side Panel Menu"
slug: "contact-side-panel-menu"
updated: 2025-10-17T03:54:26Z
published: 2025-10-17T03:54:26Z
canonical: "guide.youraspire.com/contact-side-panel-menu"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Side Panel Menu

Using the Contact side panel menu, you can readily access read-only information related to contacts on the detail screen when viewing a **property**, **opportunity,** or **invoice****.**

## Enable Contact Side Panel

By default, this feature is activated. However, you can switch off by going to the **Enable Side Panels** toggle on your **User Settings** screen. To turn the feature on or off for other users outside of yourself, you must have **System Admin Permission .**

1. Go to Settings > Administration.
2. Select User Management > Users.
3. Select a user to be directed to their User Settings screen.
4. Toggle off the side panel feature under the Application Preferences section of the User Settings screen.
5. Save.

## ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Disable%20Side%20Panels(1).png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

## Access Contact Side Panel Menu

Select the links with the following fields on the list detail screens to access the contact side panel menu:

- **Opportunity** -  **Sales Rep** and **Ops Manager**. Select the contact card icons next to the field names.
- **Property** - **Account Owner** and **Primary Contact**. Select the link within these fields.
- **Invoice** - **Billing Contact/****Company** field. Next to the field names, select the contact card icon.

### ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1710185553145.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D) Details

- Go to Contact - takes you to the contact screen for the associated contact (Account Owner or Primary Contact).
- Status - indicates whether the contact is active or inactive.
- Prefix  - name title.
- First Name - first name of selected contact.
- Last Name - last name of select contact.
- Type - indicates contact type, e.g. Customer, Employee, Sub
- Company - company details will open on the same screen.
- Branch - branch associated with the selected contact.
- Prospect Rating - potential rating, e.g., Hot, Warm, Cold.
- Email - select to send out an email using an available provider.
- Phone - select to call if you are on a mobile device.
- Tags - tags that have been added to the selected contact.
- Properties - displays all properties related to the contact and their addresses if available.

### ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Side%20Panel%20Notes(1).png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

### Notes

Notes associated with the selected contact.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Glossary/image-1689806221085.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

Administration > User Management > User Roles > System Admin > Save