Drag & Drop the Most Important Panels to Display at the Top
View the information you use and look at the most at the top of a person or organization's record by customizing the order of your panels. With drag and drop capabilities, you can move a panel to appear as the first section on a record, streamlining your day-to-day tasks to make it easier to view the information you need.
What Are Panels?
When viewing a person or organization record, their information is displayed in ‘panels’. These panels are sections of information grouped together such as the Membership Dues panel, Parameter panels, Transaction panel, and many more.
Different Panel Orders for Person & Organizations
How you view information will be different for person or organization records.
You have the ability to set a custom order for either:
Display Your Most Frequented Panels at the Top
Your day-to-day tasks should be made easier to complete. This is where the personalization comes in.
You can fully reorganize the order of the panels, showing your high priority panels at the top, making it more seamless in your process.
Default Panel Order
(i.e. Overview & Employees First)
Click image to enlarge
Personalized Panel Order
(i.e. Outstanding Invoices & Membership Dues First)
Click image to enlarge
Reorder Panels with Drag & Drop
When editing the panels for person or organization displays, you can easily drag and drop the panels in the exact order you’re looking for.
So go ahead, move your most important panels right to the top so you can view the information you need immediately when the page loads.
