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Panels

Create searchable and filtered archive tabs in SuperOffice CRM Online

All the communication you have with your customers is nicely stored in SuperOffice CRM. After a while finding the right activity, document or sales can be hard. With Panels, you create extra archive panels which are optionally pre-filtered with just the information you need. These panels are even searchable so you can find the information quickly. And as a bonus we have added a special birthday panel, so you will see all upcoming birthdays.

To start using Panels you have to Sign Up.

Go to https://panels.infobridgeuniverse.com/ and click on the Sign-Up button
Review and approve the Terms & Conditions and the Privacy policy
Click Continue
Log in with your SuperOffice credentials
You are redirected to your account portal. From here you can administer global settings, user settings, account settings, etc.

The customer portal for Panels can be reached here

Admin users can use the SuperOffice button to log in with their SuperOffice login credentials
An administrator can also log in with a username and a password.

Please note: AD authentication is not supported

Panels

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Panels

Create searchable and filtered archive tabs in SuperOffice CRM Online

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