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Use SkedX CRM on a small laptop: the folded sidebar and side panel

2 min readFor all rolesIn review

On a smaller screen the list keeps its columns: the sidebar and the side panel fold, one click from open.

In review: written from the product, not yet walked through live.

1See what folded

The sidebar shows its icons (1). The side panel is a strip (2) with Overview, Views and Filter.
The folded sidebar (1) and the side panel’s strip (2) beside the Enquiries list

Open Enquiries in SkedX CRM

2Open the panel from the strip

Press an icon on the strip. The panel opens on that tab (1) and the list makes room. A choice, Esc or ‹ (2) folds it back.
The panel open on Overview (1), with ‹ (2) to fold it back

3Keep a panel open

Press › (1) to keep the side panel open, or Expand (2) to keep the sidebar open. SkedX remembers it on this computer.
Expand the side panel (1) and Expand the sidebar (2)

4Peek at the sidebar

Rest the pointer on the folded sidebar. It opens over the page; the list does not move. Press Expand (1) to keep it open.
The sidebar open over the list, with Expand (1)

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Common questions

Why did my sidebar fold?

This screen is too narrow for the list’s columns with both open. The sidebar folds first, then the side panel.

How do I get both back?

Press Expand on the sidebar and › on the strip. Press Collapse to let SkedX decide again.

Does it fold on a big monitor?

No. On a wide screen both stay open.

Why is it different on my other computer?

Your choice is kept on each computer, because each screen has its own room.

Where is the strip on a phone?

A phone has no strip. The panel opens as a sheet from the button beside Filters.

Previous: Read a profile’s page: its own numbers, views and filter · All Profiles guides

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