Property Side Panel Menu

Using the Property side panel menu, you can readily access read-only information related to properties on the detail screen when viewing an opportunity, invoice, or work ticket.

Enable Property 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 Property Side Panel Menu

The property side panel is on your chosen opportunity, work ticket, or invoice. Select the links in the following fields on the below-listed detail screens to access the property side panel menu: 

• Opportunity - select the link in the property field. 
• Invoice - select the property icon next to the name of the property field. 
• Work Tickets - select the link in the property field. 

Details

• Go To Property - takes you to the property details screen associated with the opportunity in a separate window. 
• Account Owner Name: view the account owner's contact details.
• Account Balance: access a pre-filtered receivables screen showing only items associated with the property. A View Revenue Permission  is required to view. 
• Primary Contact: get immediate access to the primary contact's details.
• Company: direct link to the company details screen.
• Previous Site Audit: access to the property's audit screen.
• Previous Visit: open the work ticket from the last visit—permission to view visits is required.
• Next Visit: view the work ticket details for the upcoming visit.
• Address: view available address information (Address, City, State, Postal code). Click to open Google Maps in a separate tab.
• Map: view of the property location. 
• Opportunities Widget: total opportunities organized by the number of opportunities Won, Approved, and Estimating.
• Issues Widget: total issues organized by Open, Created, and Closed issues. The Created and Closed categories only account for the last 30 days. Click the widget to open the Issues dialog. 

Notes 

Provides easy access to the following read-only note tabs released to property:

• Collection Notes
• Operation Notes 
• Property Notes
• Snow Notes
• Visit Notes 
  • Opens the most recent note by default. Up to ten notes are expandable. To view information for more than ten visit notes, click View More to open the Visit Notes dialog. File and photo attachments are viewable. 

Keep in Mind: 

• If you select a read-only link without saving the changes you made on the details screen you are on, you must confirm the action before leaving the screen.