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, Property, and Work Ticket side panel menus. This tool gives you a well-organized display of essential information on the detail and search list screens 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.

The Contact, Property, and Work Ticket search list screens include side panels to view details of a contact, property, or issue, and create emails, issues, tasks, and appointments from a quick action menu.

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, you can turn the feature on or off for other users. Navigate to the user settings screen for another user and deactivate side panels by taking these steps:

Go to Settings > Administration.
Select User Management > Users.
Select a user to open their User Settings screen.
Toggle off the side panel feature under the Application Preferences section of the User Settings screen.
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.

Property Search List Side Panel Overview

The property search list 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.

The Property Search List screen also includes a side panel to view details about a selected property without leaving the search list screen. Select the panel icon to view details about your selected property.

Select the three-dot menu to open an action menu with the following options:

Go to Property - Opens property detail view.
New email - Opens email screen with the selected property in Regarding.
New issue - Creates a new issue with the selected property in Regarding. The default date is the next day and the default priority is Normal.
New task - Creates a new task with the selected property in Regarding. The default Start Date is the current day. The default End Date is the next day, and the default priority is Normal.
New appointment - Creates a new appointment with the selected property in Regarding. The default date is the next day from 12pm to 1pm.

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.

Contact Search List Side Panel Overview

The Contact Search List screen includes a side panel to view details about a selected contact without leaving the search list screen. Select the panel icon to view details about your selected contact.

Select the three-dot menu to open an action menu with the following options:

Go to contact - Opens contact detail view.
New issue - Creates a new issue with the selected contact in Regarding. The default date is the next day and the default priority is Normal.
New task - Creates a new task with the selected contact in Regarding. The default Start Date is the current day. The default End Date is the next day, and the default priority is Normal.
New email - Opens email screen with the selected contact in Regarding.
New appointment - Creates a new appointment with the selected contact in Regarding. The default date is the next day from 12pm to 1pm.

Work Ticket Search List Side Panel Overview

The Work Ticket Search List side panel is only accessible from the Work Ticket Search List screen, and it provides a detailed view of issues and tickets and a quick action menu. Select the panel icon to view details about a work ticket.

Select the three-dot menu to open an action menu with the following options:

Go to Opportunity - Opens opportunity detail view.
Go to Property - Opens related property detail view.
Go to Work Ticket - Opens the work ticket detail view.
New issue - Creates a new issue with the selected work ticket in Regarding. The default date is the next day and the default priority is Normal.