Use the Mailing Panel in SuperOffice CRM

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

Overview

In this article, we describe how SuperOffice users can make the best use of the mailing panel in Superoffice CRM.

When you are working with SuperOffice you might have noticed that certain tabs can get quite long and that searching for a particular item can be hard. With panels, you can easily create your own pre-filtered and searchable panels with a few clicks. Furthermore, you can decide where to place them in Superoffice.

Conditions

The Panels admin has to create a new mailing panel. More info

How to

In the newly created mailing panel, you will see all the mailings for the selected company.

Open SuperOffice CRM Online and go to the new mailing panel tab. In this example, Only the mailings will be shown in the new panel. This gives you a much better overview of your mailings.