Using the Right Hand Side Bar
Learn how the Right Hand Side Bar gives you a quick snapshot of activity around an account, helping you review recent contact and jump to the detail you need without losing time.
Thought Process
The Right Hand Side Bar was created to give users a quick and useful snapshot of the activity surrounding the account itself.
Instead of opening several different sections just to check whether there has been recent contact, the sidebar gives a faster way to view important touch points in one place. Whether it was a visit, a phone call, an email, or another form of activity, the aim is to make that information easier to spot at a glance.
Why it is useful
It helps users confirm quickly whether the account has been contacted recently and what kind of interaction took place.
Why it matters
This saves time and reduces the need to move between different parts of the system just to check the most recent account activity.
What the Right Hand Side Bar Helps You Do
Check recent contact quickly
When you just need a quick answer, the sidebar helps you see whether the client has been contacted recently and what type of contact was made.
Review activity types
You can quickly identify whether the activity was a visit, phone call, email, or another recorded interaction.
Jump to more detail
If you want to look deeper, you can move to the relevant accordion section and expand the fields for the full detail behind that activity.
Use the wider activity view
If you want to see all activity information in one larger list, use the activity view or dashboard tools where more complete records are shown.
Simple Walkthrough
- Open the account you want to review.
- Look to the Right Hand Side Bar for the recent activity snapshot.
- Check whether there has been a recent interaction with the client.
- Review the type of activity shown there.
- Open the relevant accordion or activity section if you need more detail.
- Use the broader activity tools if you want a complete list view rather than a quick summary.
Right Hand Side Bar Example
Getting the Most From the Right Hand Side Bar
Use it as your first check
Before opening several tabs or accordions, glance at the sidebar first. It is often the quickest way to confirm whether there has been recent activity.
Use it to decide where to go next
The sidebar is most useful as a pointer. Once you know the type of activity you are looking for, you can jump straight to the most relevant section.
Check it before making contact
Before calling or emailing an account, use the sidebar to refresh your memory on the latest touch points so you do not duplicate work or miss context.
Move to the full activity list when needed
The sidebar is ideal for snapshots, but for deeper reviewing, reporting, or checking older records, the wider activity list will usually be the better view.