Overview
In this article, we will show you how to get started in Activity Panels by creating a new panel
How to
- 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
- Click Next
This will bring you to the Panel Settings where you can choose how your panel should be displayed.
General Panel Settings
Panel location: Where is this panel shown in SuperOffice CRM Online
Display
Enable filter row settings: When enabled the filters are shown as a row in the grid. Otherwise, filters are displayed with an icon in each column.
Configuration rights
User groups: Select which user groups in SuperOffice can edit the folder configuration. Leave empty to allow all groups to edit the configuration.
Owner can configure: When selected only the project owner can edit the folder configuration unless the owner is in a configured user group.
Folder templates
Available templates: Create and configure your templates to use in your projects, more info
Copy of Documents and Copy of Documents as PDF
You can create a copy from a document and create a copy as PDF (convert a document on the fly to PDF format). Right mouse click on the document you want to have a copy from and choose your action.
NOTE: When you select more than 1 document you can merge the documents to a pdf file with a right-click and select Merge as PDF
- Subject postfix: Enter the postfix that you want to use behind your original document name
- Open document dialog: Should the document dialog be opened automatically when making a copy?
- Customize date: Choose which date the copied document will get. You can choose from Current date and time or Original date and time.
