I add customer balance and credit limit through side panels on SO screen. Is there a way to set the side panel be expanded by default? I’d like to let the sales see customer balance directly.
Best answer by BenjaminCrisman
HI Ray! While checking this functionality locally I don’t see anywhere to apply a setting like this to the side-panel using the out of the box configuration and no customization.
There isn’t a side panel menu like filters or pivots which could be accessed, but this could be the basis for an excellent feedback idea.