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Side Panels:- Additional menu options

  • February 19, 2025
  • 6 replies
  • 111 views

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Can you have the menu which appears on the top right of most screens, appear in the side panel view.

 

These above menu options do not appear when screens like an invoices, purchase orders are viewed in the side panel. 

Best answer by DasunPerera91

Hi

Found a similar post below where they created a new GI for Activities then add it to main GI as a Side Panel. 

how to add ACTIVITIES to Side Panel Sales Orders SO3010PL | Community

Notes and Files tabs does appear in the side panel in standard forms.

 

6 replies

DasunPerera91
Acumatica Employee
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  • Acumatica Employee
  • Answer
  • February 19, 2025

Hi

Found a similar post below where they created a new GI for Activities then add it to main GI as a Side Panel. 

how to add ACTIVITIES to Side Panel Sales Orders SO3010PL | Community

Notes and Files tabs does appear in the side panel in standard forms.

 


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  • Author
  • Freshman II
  • February 19, 2025

Would the same GI work for Service Orders and invoices?


DasunPerera91
Acumatica Employee
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  • Acumatica Employee
  • February 19, 2025

Yes, it should. CRActivity table does contain fields related to Service Orders and Invoices.


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  • Author
  • Freshman II
  • February 19, 2025

I added the three tables CRActivity, PMCRActivity and Service Orders.What would the fields in the results grid I would need to display?

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • May 13, 2025

Hi ​@lewisad were you able to find a solution? Thank you!


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  • Author
  • Freshman II
  • May 14, 2025

@Chris Hackett I believe DasunPerera91 would work. Just have to follow through. Thanks for the nudge.👍🏾