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Quick Resource View

The Quick Resource View feature lets you pin a resource (file or link) to the side of your screen, so you can keep referencing it while navigating through Customers, Deals, Tasks, or any other feature in Alano.

How to use it

Open Resources and select the resource you want to keep handy
Open the resource, then look to the right-side panel
Click Open in side panel
Your resource will stay visible in the sidebar while you continue working elsewhere

Why it’s useful

Reference a pitch deck while updating a deal stage
Keep onboarding docs open while assigning tasks to your team
View a product spec / contract without switching tabs
Open a link resource (Google Docs, Notion, Loom, etc.) and keep it on-screen

Related guide pages

Alano User Guidelinehttps://wiki.alano.ai/guide/ Customizationhttps://wiki.alano.ai/guide/customization-8ddSaxvPIY/ Welcome to Alanohttps://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/ Featureshttps://wiki.alano.ai/guide/features-TcyTIG1kHe/ Contacts/Customershttps://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/ Alataskshttps://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/ Dealshttps://wiki.alano.ai/guide/deals-glGb1Ojq9n/ Custom Objectshttps://wiki.alano.ai/guide/custom-objects-vKkregeoYs/ Alanoteshttps://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/ Resourceshttps://wiki.alano.ai/guide/resources-C4DgheeRju/ Generate Shareable Linkhttps://wiki.alano.ai/guide/generate-shareable-link-JIiMpjoimc/ Create Resourceshttps://wiki.alano.ai/guide/create-resources-H6CiPhfph9/ Intelligencehttps://wiki.alano.ai/guide/intelligence-C27rBzbm0P/ Settingshttps://wiki.alano.ai/guide/settings-WGYKnuS6lc/ Alano AI Chatbothttps://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/quick-resource-view-pmKRr9ao0l

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