The Asset-Map Sidebar is a touchpoint for every client meeting. Use Sidebar to navigate through important conversations about your client's financial situation without leaving their Asset-Map. New Sidebar modules will continuously be developed and implemented.
Usage
Enable Sidebar
From the Actions menu, click Toggle Visibility, Sidebar.
Open/Close Sidebar
Click the arrow in the lower right area of the map to open the Sidebar.
Select the module to display. Switch between modules by clicking their associated icons.
Collapse the Sidebar by clicking the close icon ("X") in the upper right area of the Sidebar
Modules
| With this module activated, click a Member or Financial on the map to view, edit, or update their information on the fly. |
| Open the Legal Instruments Summary interface to add new legal instruments or discuss/edit current active legal instruments. |
| This displays the current list of Target-Maps currently on the Target-Map Summary page. A list of features is below. (COMING SOON!) |
| (COMING SOON!) |
Target-Map Module Features and Navigation—COMING SOON!
Use the Target-Map Sidebar module features to navigate your client conversations about funding status and goals with ease, or create new Target-Maps on the fly.
👉 Icons and Buttons
👉 Expand to review or Navigate to Target-Map Summary page
👉 Target-Map Funding Sources Focus
Click the funding focus icon to highlight the financials that are funding the desired Target-Map. Click the icon again to turn off the focus mode.
11/2024