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Custom Sidebar
V
Written by VipeCloud Developer
Updated over 6 months ago

In this guide, you'll learn how to switch between sidebars and how to create a custom sidebar. A customized sidebar allows you to tailor how the sidebar displays. You can rearrange the items and show / hide items.

Transcript

0:01

hello vipers let's talk about custom

0:03

sidebars so the sidebar is the

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navigation options you have here on the

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left

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and you're able to show hide and

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rearrange all of these items as well so

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that the the items that you need to use

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most frequently are up top and if there

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are any that you just never use and you

0:27

don't need to see then you can hide them

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so that things are tidied up which could

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be particularly useful if you're using a

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like a laptop or something with a

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smaller screen

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so first of all there are three default

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uh sidebars that you have available got

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all in one social suite and text suite

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and so all in one will show you

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everything social Suite will just show

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you a selection of social only uh

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functionalities and texting right here

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also does the same

1:01

now uh you by going to custom sidebar

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you'll then be given one that will be

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that'll show your name and say like for

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instance in this case it says Drew's

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sidebar which is the custom one so to

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First create that custom sidebar you can

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go to customize sidebar right here

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and now going down here

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you'll see well actually let me go back

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here to show all in one so we can see

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everything so first of all you can

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reorder the sections and the sections

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are contacts items and communication

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like you see right here so if you want

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to put contacts up top you go here to

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reorder sections have contacts up there

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and there we go now we see contacts up

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top

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and then when you go down through these

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various sections you can reorder what is

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displayed right here

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so for instance I could put accounts up

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top

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and if I wanted to I could also go to

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hide contact lists

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and when I re refresh the page

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these changes will be seen so we have

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contacts or accountants up top and we

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don't see contact lists

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going into some of these categories that

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have uh child elements such as emails

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you can see right here again same sort

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of deal where we can reorder these

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various items here but we can also then

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go into the child elements or we can

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also hide all and when you hide all that

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will then hide that entire section so in

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this case let's go and hide text

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refresh

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and now we no longer see texts here

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now editing the child elements is how

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you can edit all of these right here

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so in this case I could for instance

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hide reputation

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and put Mass up top

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refresh

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now mass emails are up top and

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reputation isn't showing

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and this the same can be done for uh for

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any of these additional items here

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so that's how you can go about

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customizing your sidebar hope that's

3:08

helpful and happy selling

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