Documentation Your workspace

Side panel

Capture and organize beside the page you are reading.

How to use it

  1. Pin the extension and click its icon
  2. Sign in once. The panel and the dashboard share an account
  3. Keep it open while you browse
  4. Save without leaving the page you are reading

The panel shows the same workspace as the dashboard, not a separate copy.

Keep browsing

Open the Chrome extension side panel for your saved records and workspace controls. Use the dashboard when you need a larger working surface.

A consistent workspace

Labels, remarks, account context, and appearance should use the same language and design as the dashboard.

Local panel demo

The local /panel route is a working web preview backed by fictional local records. It is not a newly packaged or installed Chrome extension.

What the panel shows

At the top: how many you've saved in total, this week and today, a Save this page button and a link to open the dashboard. Below that sits your saved list, with a search box for a company, note or source, three tabs (All saves, Leads, With notes) and an Organise by menu: Recent first, Label, Source or Day saved.

Working on a card

Each card shows the company, where it came from and when. Click the label to change it, use Add note or Edit note, or press Open post to go back to the original. The × removes your saved copy after asking. On a card labelled Leads, + Odoo sends it to Odoo once you've connected it in the dashboard.

Is it working?

The line at the bottom shows the build you're running and how many posts this browser has collected. If it says Not collecting yet, open X, LinkedIn or YouTube and scroll. When a newer version is out, it says so there too. The per-site check lives in the dashboard under Settings › Connections (see Troubleshooting).

Common questions

How do I open the side panel?

Pin Save This Lead to the toolbar and click its icon. The panel opens beside the page you're on.

Does the panel have to stay open for saving?

No. The Save buttons work as long as you're signed in.

Can I choose how the list is grouped when it opens?

Yes. Settings › Appearance › Side panel opens on offers Recent saves, By Label, By Day, By Platform or Last used grouping.

Does removing a card delete it for my team?

It removes only your saved copy, and it can't be undone.