The sidebar panel is a host for a number of widgets that provide fast and convenient access to frequently needed
information, such as recent emails or the task list.
By default, the sidebar panel is located on the right side of the page. However, subject to the configuration settings
of your organization, there can be a sidebar on the left, two sidebars (on the left and on the right), or no sidebar at
all. The location of the sidebar is defined by the system administrator for the whole organization.
Click the + button to add a widget, then select the widget type an click the OK button.
The newly added widget will appear on the sidebar, below the existing widgets. To reorder widgets on the sidebar, drag
and drop them with your mouse.
You can add more than one widget of any type if necessary. For example, you can stick any amount of notes or follow
several different email folders or mailboxes that are synchronized to your account in OroCRM.
As shown below, each widget contains a header (1), content (2), and icons (3).
You can:
Refresh the content (e.g., load the most actual emails or tasks) with .
Get to the widget settings with .
Delete the widget from the sidebar with .
Close the widget with (appears only when the panel is minimized).
Hint
You can add several widgets of the same type and define different settings for them. For example, you can keep notes
with different content, or email widgets for different folders.
The widget informs you about new and unread emails, and gives you a convenient way to access them.
From the widget, you can:
Access the “All Emails” page and see all your emails available in OroCRM: click the “My emails” link (1).
Mark all the visible emails as read: Click the Mark Visible As Read button at the top (2).
Access any of the displayed emails: Click the Email header.(e.g., 3)
Mark any of the displayed emails as read: Click the envelope icon by the letter (e.g., 4)
Reply, reply all, or forward the emails: All these actions are available as links below the email header when the
widget is expanded from a minimized tray (e.g., 5). (If the panel bar is expanded, only the default actions will be
available).
Get to the view page of the user from whose mailbox the emails have been sent (if available): Click the user name
below the letter (e.g., 6).
Click the icon to configure the widget. The settings window will emerge:
The widget can be configured to display all the emails from your OroCRM mailbox or from any specific folder or
mailbox that has been synchronized (1).
You can change the number of emails displayed (2).
You can define which default action is shown if the sidebar panel has been expanded (3).
Hint
To make sure you don’t miss some particularly important emails, configure your mailbox to sort them in a specific
folder, then configure the widget to display this folder and place it at the top of your sidebar panel.
Sticky notes are a great way to keep reminders and memos. You can keep them organized in your OroCRM sidebar panel.
Click the to change the content of a note.
You can keep any number of sticky notes in the panel. If the panel is expanded, you can minimize some of the notes, and
keep others visible (such as those that are due today). When you don’t need the note anymore, you can easily delete it.
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