Make the Activity Folders available in SuperOffice CRM

Owned by Thomas Speekenbrink
Last updated: Aug 01, 2019
1 min read

Overview

With Activity Folders, sales and service teams can organize and manage customer-related documents such as proposals, contracts, and sales collateral – then file them automatically in related folders.

When using Activity Folders for a project it is handy to generate the needed folder structure automatically. This folder structure can be created in a template.

Solution

In the Activity Folders portal, a new Panel needs to be created. This panel will be available to all users in SuperOffice CRM.

In the Panel configuration, you can manage certain settings and create folder templates.

  • More detailed information on how to create a new Panel, click here
  • More detailed information on how to configure the panel and create your folder templates, click here

How to

  • 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
  • After you have created and configured your Panel please Refresh SuperOffice via the Green Refresh SuperOffice button in the Panel Overview