How to Organize and Collapse the Person Sidebar

We recognize that you might have different needs depending on if you're an ISA, an Agent or a Broker. To help solve this problem, you can organize the sidebar and collapse what you don't use.

Re-Organize Your Sidebar

You can order the sections based on your need. Want to move website activity up? Simply hover over the website activity title, click and drag the handle icon and place it where ever your heart desires.

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Collapse What You Don't Use

Lets say you never use the collaborators section. Not only can you put it at the bottom of your sidebar, but you can also collapse it to minimize how much space it takes.

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But, lets say you collapse tasks, but someone assigns you a task, well we will give you a nice little indicator that you have a task on that contact.

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Below is a list of which sections have an indicator, and what they mean:

Section Has Indicator
Tasks Yes, only if you have an assigned task
Appointments Yes, only if you have an upcoming appointment
Deals No
Files No
Collaborators No
Action Plans Yes, only when an action plan is currently running
Website Activity No

 

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