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Smart Bar

The panel beside a conversation that shows the customer's record from other apps.

The Smart Bar is the panel that runs down the right of a conversation, showing the customer or vendor it belongs to, pulled from the records you already keep in Finance, without leaving TeamEmail to look them up.

The Smart Bar screen in TeamEmail Settings, open on its Plugins tab beside an Appearance tab, described as managing sidebar plugins that show contextual information alongside your emails. A Finance plugin card, subtitled customer context, quotes and invoices, is switched on. Beneath it, Auto-open sidebar is switched on, and five Visible sections are ticked: Linked Records, Customer Card, Financial Summary, Recent Quotes and Recent Invoices, above a Reset to defaults link.
The Finance plugin, its five sections, and the toggle that opens the panel on its own.
Customer card
Who the conversation is with: their contact details and account.
Financial summary
Their outstanding balance and recent activity.
Recent quotes
Quotes raised for this customer.
Recent invoices
Invoices raised for this customer.

Turn each section on or off, and choose the panel's width, from Settings > Smart Bar, Appearance tab.

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