Viewing Client Data with the Right-Side Panel

Viewing Client Data with the Right-Side Panel

The right-side panel lets you view your client's details when and where you want them. This includes any Group Notes, and information on all Group members, such as their Key Firm Contacts and contact details. There are two options available for the right-side panel.

The original right-side panel

This option shows your client's details when on the Practice, Group, and main page of the Client Profile tabs within a Group or Client record. You can view Group Notes, Key Firm Contacts, Contact Details, and Addresses for each Client. To change Clients, you can select the arrows at the bottom of the panel to cycle through each Group member.

The Right-Sided Detail Panel

The right-sided detail panel can be opened and closed whenever you need to view your client's data. Rather than only being available on specific pages, this can be opened from any page within a Group or Client record.

This option also contains additional information on the client, such as the date of birth, age, and relationship. You can easily cycle through clients using the client selector.

How to adjust the right-side panel

You can adjust how you view the right-side panel from the user settings menu. Select your name at the top right of the home page, then select "My Settings."

To use the right-sided details panel, switch this option to on, then select save. This will immediately update Xeppo so you can use the new right-side panel.