UPDATE:

"New Sidebar Experience" became standard on June 22nd, 2022.

We highly recommend familiarizing yourself with the V2 Sidebar.


Why the change?

How To access the Sidebar Theme options:

Sidebar Themes


Troubleshooting

I logged back in and the recent locations list is gone!

I can't find a menu item from the old UI


Was there anything you didn't see in the course that you wish were covered?


Why the change?


Our new Sidebar Upgrade provides the following new features and benefits over the old Sidebar:
 
  1. Quick Actions to add Contacts, Opportunities, Appointment and 
  2. Global Search the Contact, Opportunity, Payments and browse all the categories
  3. Create Post and Schedule the Social Media Posts with Social Planner
  4. Collect Global Payments with Paypal Configurations 
  5. Record Transactions with Enhanced Invoices and Transactions and many more features.




How To access the Sidebar Theme options:


Head into your  Agency Setting  > Company - Scroll Down.


The Sidebar themes is available in both Light and Dark Themes. 



Troubleshooting


I logged back in and the recent locations list is gone!

The recent location is stored in the local cookies and will be cleared when you log out.


I can't find a menu item from the old UI

Here is the mapping between the old and new UI menu options: