How To: Configure the Info Panel for Companies

The user will need Admin permission to configure the Info Panel.

The Info Panel enables users to see dynamic data based on the company they are currently (or were last) focused on. This enables users to see key information about a customer record at a glance and retain it whilst they continue to use the system. The user can select the information and the order in which it is displayed in the Info Panel.

  1. Open the [ Customer ] screen and load any customer record.
  2. Right-click on the bottom-half of the panel and click 'Select Fields'.
  3. Click a Category, this will display the Available Fields for that Category.
  4. Click on the Available Field you want to display and click on the 'right' arrow. The field will move into the Selected Fields list.
  5. Repeat the above steps until you have all of the fields your require selected.
  6. If required, use the Up and Down Arrows on the Selected Fields list to re-order your selection so they appear in the order you require.
  7. Click 'OK'.
  8. Any open customer record will need to be closed and re-opened before new fields are displayed.

Company Info Box options

See Also

Did you find this article helpful?