Side Panel Menus

Side Panel Menus

What’s New? 

Enjoy the convenience of having read-only information related to properties and contacts readily available using the Contact and Property side panel menus. This tool gives you a well-organized display of essential information on the detail screen when viewing a property, opportunity, invoice, or work ticket. 

The Contact side panel menu is on the Property, Opportunity, or Invoice detail screens. The Property side panel will appear when you select a property on the Opportunity, Invoice, or Work Tickets detail screens.  

Requirements 

All users can turn this feature on or off by going to the User Settings screen. However, to turn the feature on or off for other users, you must have System Admin Permission . 

Configuration 

By default, this feature is activated. However, you can switch off by going to the Enable Side Panels toggle on your User Settings screen.

 As an admin user needing to turn the feature on or off for another user, you can navigate to the user settings screen for another user to deactivate by taking these steps: 

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. 

Property Side Panel Overview 

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. 
  

Contact Side Panel Overview 

The contact side panel is on your chosen Property, Opportunity, or Invoice. 

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. You must select the contact card icon next to the field names. 

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.