Filter and search the most important SuperOffice archive panels
Supports activity, document and sales entities
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.
You only want to show your external visits? Just set a filter on Meeting out
Create a filtered document archive showing your proposals, contract or what ever document type you want
Wouldn't it be nice to see only your open sales, so you can take action right away?
We've added a bonus: use any person selection to show up coming birthdays of your valuable contacts
Everybody is unique, so every person can set his or her own filters
Every panel you create is searchable, just select the column and type your search criteria