Using Side Panel Menus

Overview

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. Side panel menus are a useful tool give 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 is on the Property, Opportunity, or Invoice screens.

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

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

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 .

Disabling the Side Panel menu in User Settings

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

Disabling the Side Panel menu in User Settings as a System Administrator

As a System Admin, you can turn the feature on or off for your employees.

Follow these steps:

1. Go to Settings > Administration.

2. Select User Management > Users.

3. Select a user to open their User Settings screen. 

4. Toggle off the side panel feature under the Application Preferences section of the User Settings screen.

5. Save. 

   

Using the Side Panel quick menu across modules

The side panel icon is found across Aspire’s modules. Select the links in the following fields on the below-listed detail screens to access the side panel quick menu which appears when you select the vertical three dot menu. Depending on the module you are using the quick menu for, your options will vary.

For Properties: Go to Property, New Email, New Issue, New Task, or New Appointment.

For Work Tickets: Go to Opportunity, Go to Property, Go to Work Ticket, or New Issue.

For Contacts: Go to Contact, New Issue, New Email, or New Appointment.

Property Side Panel Reference

The property side panel can be found on an 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. 

Reviewing the Details Tab

Below are the lines that you’ll find in the details tab of the Property side panel:

• 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.

  • The View Revenue permission is required to view this screen. 

• Primary Contact- Links 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. 

Using the Notes tab

The Notes tab provides easy access to the following read-only note tabs released to property:

• Collection Notes

• Operation Notes 

• Property Notes

• Snow Notes

• Visit Notes

  • Clicking on 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 Visit Notes.

• File and photo attachments are viewable.

Using the Property Timeline tab

When you are talking to a customer, you need the best information relating to the property they are trying to serve, and quick! While looking at the property details is necessary to be informed about the service you want to provide, and the side panel view has helped level up your knowledge of the property, now you can use Property Timeline view to see a quick overview of the actions taken on the property.

Expanding property side panel and property details screen with a Property Timeline, which consolidates recent activities relating to the property into a condensed view.

You can filter on this panel to review All, Activity, Property, or Invoicing related actions that have been taken for the property. 

To learn more, please read the Using Property Side Panels article, here.

Contact Side Panel Reference

The contact side panel can be used on your Properties, Opportunities, or Invoices, or even in the Contacts module itself. 

Select the links in the following fields 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. 

Here is an example of the Contact Side Panel when clicking on the Primary Contact name in the Properties module:

Reviewing the Details tab

Below are the lines that you’ll find in the details tab of the Contact side panel:

• 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.

Using the Contact side panel Notes tab

You will see notes that are tied to the contact record. These notes are pulled from the Notes section on their record.

Using the Work Tickets side panel in the Work Tickets module

The Work Ticket side panel is only accessible from the Work Ticket 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.

Reviewing the Work Ticket side panel Details tab

Below are the lines that you’ll find in the details tab of the Work Ticket side panel:

• Go to Work Ticket -  Takes you to the full work ticket screen. 

• Work Ticket Status - indicates whether the work ticket is open, or completed. 

• Opportunity- Takes you to the full opportunity’s details page.

• Ticket/Job- References the Service that the work ticket is linked.

• Property- Links you to the property  of the work ticket service.

• Primary Contact- If you click through here, this links you to the Primary Contact associated with the property.

• Previous Visit- Lists the last visit for the property.

• Next Visit-Displays the next visit for the associated property.

• Previous Site Audit- Provides a link to the last Site Audit for the property.

• Issues Widget- Displays the 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.