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. 

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. 

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. 

Notes 

Notes associated with the selected contact.