The Client Quick View Panel is a slide-out panel that stays open while you navigate around the app, so you can keep a client’s details available without losing your place.
You can open it from client lists/rows (for example, on Clients pages or in CRM/People), and then continue working as normal while the panel remains on the right.
At the top of the panel, you can switch clients at any time by clicking the client name (or “Select client…”) and searching for the next client. The panel is also resizable, drag the left edge to make it narrower or wider. When the panel is narrow, some options (like Shifts or Add Billable) may move into a “More” menu to keep the header tidy.
The General tab is for quick lookups like email, phone, and address (all clickable), plus key profile information such as funding and other commonly referenced fields.
The Notes tab lets you add a quick note with rich formatting and read existing notes, with longer notes expandable so the list stays easy to scan.
The Billing tab is where you can review billable entries (newest first) and click an entry to expand for more detail; you can also add a billable entry from the panel (either directly or via the “More” menu, depending on panel width).
The Shifts tab shows the client’s schedule week-by-week with simple navigation (previous/next week and Today), and clicking a shift opens the roster already filtered to that client.
To jump from Quick View into the full client record, use the Open button at the bottom of the panel. You can also use the keyboard shortcut: ⌘ + Enter on Mac or Ctrl + Enter on Windows.
If you can’t see the panel, it may be a permissions issue (client record access). If Shifts or Add Billable seems missing, check the “More” menu or resize the panel wider.
Customizing Your Table View
You can now take full control of how data is displayed in your Client, Staff, and Incident tables:
Drag-and-Drop Reordering: Simply click and drag column headers to rearrange them to fit your workflow.
Visibility Controls: Use the column settings to hide fields you don’t need, keeping your view clean.
Per-Column Calculations: Tables now automatically calculate totals and rollups at the bottom of columns: perfect for a quick check of hours or costs without exporting to Excel.
Customization: You can now add your own Custom Attributes, create new sidebar sections, and reorder them to fit your workflow.
Full Edit Modal: There is now a "Full Edit" button that lets you edit the whole profile and all tables in one screen.
Advanced Sidebar customisation
Custom Sidebar Tabs
Path: Select Client > Three-dot menu (⋮) > Attributes > + New Tab
You can now group your custom attributes into dedicated tabs at the top of the sidebar. This allows you to separate information into logical categories such as "Funding," "Compliance," or "Service History" so you can find specific details without scrolling through the entire profile.
