MRSweb - Lesson 5.1 - Customers', Accounts' Sidebar

Lesson 5

​Chapter 1- Customers', Accounts' 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 Customers' and the Accounts' sidebar provide:

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

​Customers Sidebar

​Accounts 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.

Customers Mini calendar with filter                       Accounts 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.  ​​

Customers Pre-filtered Views                             Accounts Pre-filtered Views

Data view styles are available on most pages.

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

Customers Data View Styles                              Accounts Data View Styles

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

Customers Tab bar                                        Accounts 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 - Customers

Mobile phone - Sidebar - Accounts​