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.
Enabling the Property Side Panel for Individual Users
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 added to your user role.
Go to Settings > Administration.
Select User Management > Users.
Select a user, and the User Settings screen will appear.
Toggle off the side panel feature under the Application Preferences section of the User Settings screen.
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 the same 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 Won, Approved, and Estimating opportunities.
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.
