What is the Merged View?
The Merged View allows you to view entities in a single/dual panel view, the summary view and the preview page all on one screen.
- To access the Merged View, click
'Merged View'from the menu that appears above the left menu.
- This is what the merged view may look like.
- This view consists of four resizeable panels and the content within each panel can be customized to suit your needs.
- In the red section
'a', you can view a list of Contacts, Companies, Projects or Categories. In this example, a list of contacts is displayed.
- In the purple section
'b', you can view any tab found on the Summary View for the selected item including Summary, Emails, Calendars, My Files, Notes, Tasks, Recordings and Faxes.
- In the green section
'c', you can view a list of Emails, Calendars, Notes, Tasks, Recordings, Faxes and Scans.
- In the yellow section
'd', you can see a preview of the selected item in section c.
- The Dual Panel view can be accessed by clicking
'Relations'and selecting either