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Simplify Your Sidebar
Simplify Your 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 for today's what's the flow

0:04

let's talk about how you can customize

0:07

your sidebar

0:09

this is something that I think a lot of

0:11

people don't realize you can do because

0:13

their eyes naturally go down here and

0:15

they don't quite see that up here you're

0:17

able to choose from a selection of

0:20

pre-built sidebars right here you got

0:24

all in one which just shows you

0:25

everything it's generally speaking the

0:27

default sidebar that you'll have

0:30

and then you've got social Suite which

0:32

highlights all of our social features

0:36

text Suite which highlights all the text

0:38

features

0:40

and then here you'll see if you've made

0:42

a custom sidebar you'll see your sidebar

0:46

here

0:47

and so for that you can just you know uh

0:50

Orient it however you like highlight the

0:52

features that you need and hide the ones

0:54

that you do not need

0:55

but let's also just quickly look here at

0:57

Social Suite

0:58

I hit that and immediately it's just it

1:01

hides everything that doesn't have

1:03

anything to do with with posting the

1:06

social

1:06

and uh and then it groups it in a way

1:09

that just makes it really nice and easy

1:10

because then you've got things like

1:11

sequences and templates here that are

1:12

not uh hidden they're one click away

1:15

basically you don't have to expand the

1:18

uh the social

1:20

um

1:21

parent folder basically go over here go

1:24

to text Suite and here we go we've got

1:27

everything that you need for texting

1:29

and then let's also just look at how to

1:32

quickly quickly how to customize a

1:35

sidebar here

1:36

and what you can do right here actually

1:38

let me show all in one just

1:41

so we can kind of see how things are

1:43

typically oriented

1:46

now here you can reorder sections and

1:47

what that means is like if you want to

1:49

move your contacts up top that's how you

1:51

can do that

1:53

and then from here these are all drag

1:55

and drop so again if we want to like

1:57

maybe put contacts above accounts

2:00

you can do it that way and then you've

2:02

also got showing and hiding too which is

2:05

a pretty self-explanatory and so once

2:08

you've made this then you could just

2:10

simply go over here to your sidebar

2:13

and now you got your custom sidebar

2:15

configured to your needs


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