In addition to the existing rule boxes at the top of a record, rule violations can now be surfaced via a draggable floating window or a sidebar panel.

• This supports all primary records including leads within HubSpot and Salesforce.

• The entire feature can be toggled on or off per team.

Why this matters: Previously, you may scroll down and lose sight of the rule violations as you’re working. Having a dynamic panel allows you to move around the record without losing sight of the rule information you need.

Floating button: A draggable button lives in the bottom corner of the page.

• Placement: This can be dragged and repositioned anywhere on the bottom of the screen.

• Action: Clicking opens a floating window that lists all rule violations on the record.

Floating window: A moveable window displaying all rule highlights for the record.

• Card view: Click into any violation to view the card. You can view it within the window itself or click the card icon to open the full card in Sidekick.

• Rule editing: Users with ‘manage’ permissions will see a gear icon that opens directly into the process rule for quick editing access.

• Sidekick: If you don’t want the floating window, you can click the external link button to open it in Sidekick so you get a side-by-side.

How to turn on and off:

• Default: By default, all accounts have been given access to the new ‘rule highlights’ panel.

• Turn off: Settings → Extension → [Uncheck] Record Highlights → Save