MRSweb - Lesson 4.4 - Contacts' Sidebar

Lesson 4

Chapter 4 - Contacts' Sidebar

In Lesson 2.7 "Sidebars", we learned that Sidebars are available in all pages but the Home Page.

As in all sidebars, both the Companies and Individuals' sidebar provide:

• a mini-calendar with filter
• pre-filtered page views
• data view styles
• tab bar​

Companies Sidebar​

​Individuals Sidebar

The mini-calendar with filter is available on larger sized screens, such as your laptop or a larger tablet, but not on a cell phone.

You can use this feature to filter specific criteria with a specific date(s) simply by selecting your criteria and a day or a week.

Companies Mini calendar with filter                       Individuals Mini calendar with filter

Pre-filtered page views are provided on most pages.

Each page will offer different pre-filtered page views in the Sidebar.  ​​

Companies Pre-filtered Views                             Individuals Pre-filtered Views

Data view styles are available on most pages.

Each page may offer different data view styles in the Sidebar.

Companies Data View Styles                              Individuals Data View Styles

The tab bar displays icons; when tapped they navigate to other pages (e.g. Companies, Customers, Accounts, etc.)  

To navigate to Individuals on the Tab bar:
Click or tap the Grid icon
When the slide bar opens, click or tap the Individuals icon

Companies Tab bar                    Individuals Tab bar

Mobile phones do not have a Sidebar. 

To access the Sidebar menus on a mobile phone:

Tap the down arrow next to the Page Name
​​

Mobile phone - Sidebar - Companies                                    Mobile phone - Sidebar - Individuals