Overview
In this how-to article, we describe how to create a birthday panel in SuperOffice CRM.
Never forget that important birthday. Just create a birthday panel and display all upcoming birthdays in the next three months.
Intended Audience
This article is intended for persons who are administrator for Panels.
Prerequisites
The following prerequisites are required before you follow the steps below.
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- Log into Panels.
- In the Panel overview click Create a new panel.
- Choose a name for your panel. It is used to determine the panels later. This is handy when you create more than one panel.
- Select the panel type, in this example, we choose the birthday panel.
- Click Next.
- You can now set some general panel settings.
- Allow user configuration: When enabled every user is allowed to change parts of the panel configuration.
- Panel location: The location where this panel is shown in SuperOffice CRM. Contact archive, Project archive, Browser panel, Company MiniCard or , Sale archive or Person Archive.
- Selection: The selection which is used to retrieve the persons whose birthdays are to be displayed
- Click Next
- A summary of your settings is shown. Go Back if you would like to make changes
- Click Save and Publish to save your new panel
- Your panel has now been saved and published. Click the green Refresh SuperOffice button to refresh SuperOffice and immediately see the changes
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