Written by Support InfoBridge
In this article we will show you how to get started in Activity Panels by creating a new panel
- First go to the administrator page for Activity Folders
- Log in with the SuperOffice button
- Click on Create a new Panel
- Choose a name for your panel
- Select a Panel type
- Click Next
This will bring you to the Panel Settings where you can choose how your panel should be displayed.
General Panel Settings
Panel location: Where is this panel shown in SuperOffice CRM Online
Enable filter row settings: When enabled the filters are shown as a row in the grid. Otherwise filters are displayed with an icon in each column.
User groups: Select which user groups in SuperOffice can edit the folder configuration. Leave empty to allow all groups to edit the configuration.
Owner can configure: When selected only the project owner can edit the folder configuration, unless the owner is in a configured user group.
Available templates: Create and configure your templates to use in your projects, more info