Chat - Sidebar - PM

Here is how you can use the sidebar in your chat

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Written by Stéphanie Clement
Updated over a week ago

The side of every chat window has a bar with actionable items that link directly to the other features in Usewalter, here is how to use them:


Details (00:12)

You can view the resident and the units details directly from the chat without changing tab to quickly understand who you are talking with.


Tasks (00:52)

View tasks that are linked to the resident, unit or group or simply create a new one directly from the sidebar after receiving a request from the resident.


Reservations (01:37)

View the most recent reservations associated to the resident, unit or group or create a new one directly from the chat


Packages (01:59)

View the most recent packages associated to the resident, unit or group or create a new package delivery from the sidebar


Manager Store (02:21)

See what item the resident, unit or group has purchased


Payments (02:34)

See the payments made by a resident, unit or group and its details or request a payment directly in the sidebar


Marketplace (02:44)

See what the resident, unit or group has recently put up for sale on the marketplace


Groups (03:18)

See in which group the resident or unit belong too and create one directly if needed


Shared Files (03:26)

See all the files that have been shared with the resident, unit or group through the usewalter chat sidebar.


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