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
- 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
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
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.
Folder templates
Available templates: Create and configure your templates to use in your projects, more info
Copy of Documents and Copy of Documents as PDF
Note
Copy of Documents and Copy of Documents as PDF are new experimental features currently available on request only. If you wish to experiment with this please contact our support department who can enable this functionality. (as from Release 54 (16-06-2020))
- Subject postfix: Enter the postfix that you want to use behind your original document name
- Open document dialog: Should the document dialog be opened automatically when making a copy?
- Customize date: Choose which date the copied document will get. You can choose from Current date and time or Original date and time.
