What is a Single/Dual Panel View?

in The User Interface

The Single/Dual Panel View allows you to view a list of entities and it’s associated entities. To view the links, click Relations and select the appropriate drop-down item.

  1. To show the company(s) associated to a contact, click Relations and select 'Show Company'.
  2. The company(s) associated with the contact will now be shown in the panel next to the contact.
  3. To show the category(s) linked to a contact, click 'Relations' and select 'Show category'.
  4. The category(s) associated with the contact will now be shown in the panel next to the contact.
  5. To show the project(s) linked to a contact, click 'Relations' and select 'Show Project'.
  6. The project(s) associated with the contact will now be shown in the panel next to the contact.
  7. You can double click on an entity on the right side panel to switch the view and have it displayed on the left at any time!
  8. This is what happens after a company is double clicked. Note that the company is now on the left and the list of contacts associated with the company is displayed on the right.
  9. This is what happens after a category is double clicked (if dual panel view is also open for the category). Note that the list of categories is now displayed with the specified category selected.
  10. This is what happens after a project is double clicked (if dual panel view is also open for the category). Note that the list of categories is now displayed with the specified category selected.