Overview
In this article, we will show you how to get started in Activity Panels by creating a new panel
How to
- 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
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Panel location: Where is this panel shown in SuperOffice CRM Online
Display
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.
Configuration rights
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Owner can configure: When selected only the project owner can edit the folder configuration unless the owner is in a configured user group.
Clear configuration user groups: Select which user groups can clear the folder configuration and delete folders. Leave empty to let all users who can edit the configuration clear it and delete folders.
Folder templates
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