# 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.](https://www.sorviai.com/help/teamemail/settings/smart-bar.png)

*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.

> **Note:**
>
> The Smart Bar reads records that already exist elsewhere; it doesn't create or edit them. Open the linked record in its own app to change it.