Create a Birthday Panel in SuperOffice CRM

Owned by Thomas Speekenbrink
Last updated: Mar 20, 2020 by Jan Verlaan (Unlicensed)

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.

  1. A (demo) subscription of Panels. To sign up, follow this URL: https://my-panels.infobridgeuniverse.com/Account/SignUp.
  2. A SuperOffice CRM login name with administrator rights.

Configure Panels

  1. Log into Panels.
  2. In the Panel overview click Create a new panel.


  3. Choose a name for your panel. It is used to determine the panels later. This is handy when you create more than one panel.
  4. Select the panel type, in this example, we choose the birthday panel.


  5. Click Next.
  6. You can now set some general panel settings.


  7. Allow user configuration: When enabled every user is allowed to change parts of the panel configuration.
  8. Panel location: The location where this panel is shown in SuperOffice CRM. Contact archive, Project archive, Browser panel, Company MiniCard, Sale archive or Person Archive.
  9. Selection: The selection which is used to retrieve the persons whose birthdays are to be displayed
  10. Click Next
  11. A summary of your settings is shown. Go Back if you would like to make changes
  12. Click Save and Publish to save your new panel
  13. Your panel has now been saved and published. Click the green Refresh SuperOffice button to refresh SuperOffice and immediately see the changes

Extending the idea

This article describes how to create a birthday panel in SuperOffice CRM. With Panels, you can also create many other panels. See the Quick-start-guide for SuperOffice admins for more information on these other panels.

Summary

You have learned to create a birthday panel in SuperOffice CRM