The sidebar acts as a shortcut to keep track of your day-to-day activities, leads, and other things. It can also act as a reporting tool that highlights changes over time.
- Select the module (Sales, Leasing, Property Management) and click Edit
- You will receive a reports list that can be added to the sidebar. Select the items you require and click Save
- You will now see the selected items on Sidebar, unread items will be highlighted in bold
- Click on 'Unread' to view only the unread items
- Click the Columns drop-down to customise the columns you want to see
- Use the Open Filter to filter columns just like the advanced search