The SmartView

  1. When you have the client open, click on the SmartView icon in the upper right corner of the screen.

  2. This opens up the SmartView side panel. This will remain open while you navigate the client’s chart. The SmartView widgets include links that will take you to the related screen.
    1. To hide this, click the X in the upper-right.
    2. To refresh the information on the SmartView widgets, click the Refresh icon.
  3. You can pin the SmartView so that it’s not overlapping the other parts of the screen. The below screenshot shows the pinned version. You can select 1 of 3 options for pinning the screen:
    1. Pin to the client – will always be pinned when opening this client.
    2. Pin to the screen – will always be pinned when on this screen.
    3. Pin to the screen and the client – both a & b.