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Side Panels:- Additional menu options

  • February 19, 2025
  • 6 replies
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Jr Varsity II
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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.

 

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    6 replies

    DasunPerera91
    Acumatica Employee
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    • DasunPerera91
    • 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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      Jr Varsity II
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      • lewisad
      • Author
      • Jr Varsity II
      • February 19, 2025

      Would the same GI work for Service Orders and invoices?

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      DasunPerera91
      Acumatica Employee
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      Yes, it should. CRActivity table does contain fields related to Service Orders and Invoices.

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        Jr Varsity II
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        • lewisad
        • Author
        • Jr Varsity 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?

         

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        Chris Hackett
        Community Manager
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        Hi ​@lewisad were you able to find a solution? Thank you!

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        Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
        Jr Varsity II
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        • lewisad
        • Author
        • Jr Varsity II
        • May 14, 2025

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

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