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. Sidebar applets will continually be developed and implemented.
Usage
Enable/Activate Sidebar
From the right-click (command-click) menu, click Toggle Visibility, then Sidebar.
Open and Close Sidebar Applets
Click the arrow in the lower right area of the map to open or close the Sidebar applets.
When visible, editing/viewing financials and members occurs in the Sidebar.
Select the Sidebar applet to display relevant information.
Collapse the Sidebar by clicking the close icon ("X") in the upper right area of the Sidebar.
Collapse the applets by clicking the arrow at the bottom of the Sidebar. When collapsed, editing/viewing financials and members returns to the middle of the screen.
Please note: when Sidebar is open, the Search and Select tool becomes inactive.
Sidebar Focus
When Sidebar applets are displayed, clicking on members, entities, and instruments (such as legal and financial instruments) on the map will open them in the Sidebar work area. At this point, the member or instrument is in focus, while the Asset-Map is not. To return the focus to the Asset-Map, simply click on the member or instrument on the map again or close the Sidebar workspace using the X in the upper right area.
Default Applets List
Switch between applets by clicking their associated icons. Note: Some applets may not be available due to your organization's requirements.
| With this applet 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 on the Target-Map Summary page. A list of features is below. |
| This displays the current Signals status on the Signals page. A list of features is below. |
Target-Map Applet Features and Navigation
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 the Target-Map by clicking the specific Target-Map's percent funded disk.
👉 Target-Map Financial Focus
Click the financial focus icon to highlight the financials that you've selected to fund the desired Target-Map. Just keep in mind that funding you've added directly to the Target-Map will not be highlighted because it isn't on the Asset-Map.
Click the focus icon again to turn off the focus mode.
Signals Applet Features and Navigation
👉 Icons and Buttons
👉 Expand the Signal to see the financials focus, too view or edit Signal notes, and to Snooze the Signal.
Please be aware that Signals takes into account all the factors influencing the Signal's alert level on the entire household, not just the individuals present on the screen. Signals focus will only be able to highlight the financials that are visible. To gain a more comprehensive understanding of the factors influencing the Signal's alert level, consider including all household members in your selection.
Navigating the New Experience
Sidebar in Draft Mode
Sidebar has limited functionality in Draft Mode.
Open, expand, and close the Sidebar.
View, edit, and delete current instruments in Draft mode.
View current Target-Maps and navigate to a specific Target-Map.
View current Signals.
Exceptions
Add draft instruments using the Drafts toolbar instead of the Sidebar add feature ("+" sign on Sidebar).
Adding a member to the household is not a feature in Draft mode.
Target-Maps and Signals are not impacted by Draft mode edits. Please edit the Target-Map directly or the Asset-Map directly.
Sidebar Overlapping Tiles
Though the financials are still present, the Sidebar may overlap them if the browser's magnification (zoom) level is higher than 100%. Try zooming out to 100%. Also, try collapsing the left-side navigation menu.
Back to the Original Edit Window
Don't want to edit financials and members off to the side? Simply close the Sidebar applet bar by clicking the arrow at the bottom of the Sidebar. But don't forget that there are other exciting engagement options on the Sidebar. So, open it back up again when you're ready to supercharge your engagement with your clients without needing to leave the map.
2/2025