All your valuable communications with your customers are stored in SuperOffice CRM Online. However, finding the right activity, document, sales, or mailing can take time and effort. With Panels for SuperOffice CRM, you create extra archive panels that are optionally pre-filtered with just the necessary information.

New archives created with Panels for SuperOffice CRM also have a search functionality for finding the right activity even quicker. As a bonus, you get some unique archives like a birthday archive that lets you see all upcoming birthdays of your important contacts, a sales history archive for viewing the complete history from start to close of a sale, and a Google Maps archive to show your customers' location directly on the map.

New activities you can include:

• Activity archive
• Birthday archive
• Document archive
• Google Maps archive
• Mailing archive
• Product archive
• Sales archive
• Sales history archive

Try it for free for 30 days; no commitment required.

• Create new archives quickly and easily with step-by-step wizards.
• Filter on all popular types like activity, document, sales, and status.
• All archives created are fully searchable.
• Every user can set their own specific filters per archive.

• Users can now create a panel at the customer or project level that displays all products sold, based on quote lines from quotes marked as sold.
• Documents that cannot be converted to PDF are now automatically excluded from the merge list in the options dialog, with a warning message showing which items were removed.
• Users can now send multiple selected documents as an email directly from the Document panel or Activity Folders panel.