UPDATE: 'Mandatory New Sidebar Upgrade' will become standard on May 22nd, 2022. After this date, reverting to V1 Sidebar will no longer be possible. We highly recommend familiarizing yourself with the V2 Sidebar and moving your customers to the new UI before this date.


We have three Navigation Options in Agency Setting  > Company - Scroll Down in regarding allowing agency users to choose the best option suitable according to their requirements. Three Navigation Option are: 
  1. Mandatory New Sidebar Upgrade - Recommended for the Agencies
  2. Optional New Sidebar Upgrade
  3. Mandatory Old Sidebar Downgrade
Mandatory New Sidebar Upgrade provides following extra things:
 
  1. Quick Actions to add Contacts, Opportunity, 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 things.


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

1. Mandatory New Sidebar Upgrade

2. Optional New Sidebar Upgrade

3. Mandatory Old Sidebar Downgrade


Troubleshooting

Q1. I logged back in and the recent locations list is gone! 

Q2  I can't see the other option of Navigation! 

Q3. I can't find a menu item from old UI 





How Does it Work?


1. Mandatory New Sidebar Upgrade

Mandatory New Sidebar Upgrade will give the location users the experience of the new navigation sidebar.


There will be no option like switch to old UI below Profile Avatar. All the agency users will get the new Sidebar UI.


All the agency gets the option to choose between the two themes - Dark and Light Themes





2. Optional New Sidebar Upgrade

Optional New Sidebar Upgrade will give the location users a choice between the new navigation sidebar or to switch to the old sidebar. The option to switch from old sidebar to new or vice versa is given below profile avatar.


If the agency user is on old navigation or new navigation, they will get option to switch to old UI or switch to New UI below Profile Avatar.


If the agency user is using old navigation or new navigation after introducing the navigation access option, they will land on optional new sidebar upgrade with whatever option they were using in and with option to switch below Profile Avatar.


The agency get the option to apply Dark or Light Themes on both the UIs.






3. Mandatory Old Sidebar Downgrade

Mandatory Old Sidebar Downgrade will revert back the location users to the old navigation experience. 


There will be no option to switch to new UI below Profile Avatar. All the agency users will get the old Sidebar UI.


We have replaced setting of themes in the Old Sidebar from left to right side of Company Settings. Agency will get the old options of Dark and Light Themes.






Troubleshooting


Q1. I logged back in and the recent locations list is gone!

Recent location is stored in the local cookies and will be cleared when you logout.


Q2. I can't see the other options of Navigation
If the agency is created after November, they will have New Sidebar Experience with the themes options.


Q3. I can't find a menu item from old UI

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