Hiding custom panes
You can hide custom panes. The pane displays by default for email, task, contact, and calendar items.
Click the X (Close) button to close the pane. All of the available panes can be closed in this manner.
- Microsoft Outlook add-in
- Overview
- Requirements
- Installing and setting Up Outlook integration
- Using the Outlook add-in
- Sync in or sync out?
- Adding contacts
- Adding contacts in Outlook
- Deleting contacts in either system
- Updating contact information in either system
- Viewing sales contacts in outlook
- Adding tasks
- Adding tasks in Outlook
- Updating task information in either system
- Deleting tasks in either system
- Deleting calendar appointments in either system
- Updating calendar appointments in either system
- Adding calendar appointments
- Adding calendar appointments in Outlook
- Adding a note to an incident
- Creating an event from an Outlook message
- Creating an incident from an Outlook message
- Adding Outlook emails to interactions
- Sending e-mail attachments
- Viewing Outlook e-mails with interaction details
- Viewing e-mail attachments
- Using SmartLink with Outlook e-mails
- Replacing a data-grid with a custom form
- Using the data-grid pane
- Hiding custom panes
- Showing custom panes
- Using search button 1
- Using search button 2
- SSR search
- Incident search
- Adding a new cross-reference
- Sending and attaching a new email to an interaction
- Using the Ref Type field
- Selecting a reference number
- Using the Explorer in Outlook
- Adding, deleting, and changing folders and forms in the Explorer
- Finding a property name to use in a filter