Right Side Panel

Top Echelon Recruiting Software’s Right Side Panel allows for quick access to various Top Echelon Recruiting Software functions while viewing Datasheets and lists throughout the software.

While viewing a Person, Company, or Job, the Panel allows you to view and compare important record data like Attachments and Comments, or take quick actions such as logging or scheduling Activities, composing emails, or sending text messages. The panel will remain open as you navigate to different tabs within a particular Datasheet, and can be locked open if you prefer to have it expanded by default across all records of that type.

While on a list, the right side panel provides you with the opportunity to review the record preview, and gives quick access to review resumes and other Attachments without having to leave the page, or lose your spot.

The panel will always remember your last pane selection, and default that way for your next preview of that record type.

Resize the panel based on your own individual width preferences by left-clicking, holding, and dragging the left side of the panel to the left to widen or right to narrow.

To access the right side panel on a Datasheet:

  • Navigate to a Person, Company, or Job
  • Locate the panel on the right side of the page and click on an icon to expand that corresponding pane
  • Pane options include:
    • Timeline – a centralized location to view and filter all activity associated with the given record, consolidating logged activities, scheduled activities, text messages, emails, quick notes, Network activities (if applicable), and system events
    • Attachments – review and upload any associated documents for a particular record. While Attachments are most commonly used to store resumes, this can also be a great place for other important documents such as cover letters, copies of certifications, client contracts, fee agreements, job descriptions, etc.
    • Job Description – review and make edits to the Job Description card (only available on Job Datasheets)
    • Comments – review and make edits to the Comments card which allows for a place to document free text notes on a particular record
    • Email – compose and send an email to the record you’re viewing (or the associated Contact in the case of a Job)
    • Email Record – send the Datasheet, Blind Datasheet, or Current Resume for the record you’re viewing
    • Send Text – compose and send a text message to the associated record  (or the associated Contact in the case of a Job)
    • Log an Activity – track contact details associated with this record
    • Schedule an Activity – schedule events, follow-ups, or reminders for this record
    • More Options – take additional actions with the associated record including adding Tags and Codes, managing Hotlists and Pipelines, Merging, Duplicating, or Deleting

  • Once a pane is open, you can close it using the X in the top right corner, or by clicking the corresponding icon for a second time
  • You can also lock the panel open using the lock button in the top right corner
    • This will lock the panel in the open position for all records of that type moving forward


To access the right side panel on a list:

  • Navigate to a list of People, Companies, Jobs or Network Recruiters (if applicable)
  • Click the Preview icon to the right of a record name

  • You’ll see the preview open within the panel on the right side of the page
  • Click on an icon to switch between panes – pane options include
    • Record Preview – this pane allows you to review the corresponding record information without ever leaving the page or list that you’re viewing
    • Timeline – a centralized location to view and filter all activity associated with the given record, consolidating logged activities, scheduled activities, text messages, emails, quick notes, Network activities (if applicable), and system events
    • Attachments – review and upload any associated documents for a particular record. While Attachments are most commonly used to store resumes, this can also be a great place for other important documents such as cover letters, copies of certifications, client contracts, fee agreements, job descriptions, etc.

  • To navigate through the list, click the next or previous icons in the top right corner of the panel
  • You can close the preview using the X in the top right corner, or by clicking the current pane icon for a second time
  • To view the Attachments for a given record, click the paperclip icon to open that pane
    • This pane will always default to display the Current Resume, if applicable, or the most recently uploaded Attachment
    • View additional Attachments for a record using the drop-down in the top left
    • You can also add, download, email or delete Attachments from this pane, using the icons to the right of the drop-down
  • The panel will always remember your last pane selection, and default that way for your next preview of that record type
  •  To resize the preview, left-click, hold, and drag the left side of the panel to the left to widen or right to narrow