Use the Follow-Up Panel in SuperOffice CRM

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

Overview

In this article, we describe how SuperOffice users can make the best use of the follow-up 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 Follow-up panel. More info

How to

In the newly created follow-up panel, you can filter on your popular activity types.

Open SuperOffice CRM Online and go to the new follow-up panel tab. In this example, the filter of follow-up types is set to Visit in and Visit out. Meaning that only these activities will be shown in the new panel. This gives you a much better overview of your favorite activities.

Searching

Based on your settings, the newly created panels are searchable. For each column, the user can click the little filter button  and select criteria to search on.

Configure

Changing the preset filter is also easy. Just click the configure button (bottom left corner) and you can add or remove the types you want to filter on.