The side panel
The side panel is a multifunctional panel located rightmost on every screen in SuperOffice (except for the Inbox).
Use the side panel to view and use information from other parts of your CRM solution. For example, to work your way through lists of contacts to call, sales to update, or sales proposals to follow up. You can choose from different views by clicking the 
arrow next to the side panel's name.
Tip
You can minimize the side-panel by clicking the 
minimize icon on the upper right corner, to get more room for the main cards and archives.
The side panel is useful for showing information complementary to the screen you are in. For example, you can display the monthly calendar at the same time as you are viewing the daily calendar in the Diary screen, to give you a better overview, or you can show the members of a selection linked to a project you are looking at in the Project screen. You can also add custom views to the side panel, from Settings and Maintenance.
By default, the side panel shows a preview of the selected record. After you have selected a view in a tab in a screen, SuperOffice CRM remembers this the next time the same tab is displayed.
Company
Shows a summary of information about the current company in the Company screen.
Tip
To view other companies, without having to switch companies in the Company screen, click the arrow next to the company name to open the history list
Contact
Shows information about the contact selected in the Company or Selection screen.
Tip
Click the contact's name to open the contact card where you can view and edit detailed information about the contact.
Why is the side panel empty?
In a dynamic selection, you can choose to show companies only, without specifying a contact. If Include main contact is not chosen for the dynamic selection, no information is displayed in the Contact view for the side panel, even if you selected a contact.
Day
Shows a day's agenda. Works in the same way as the Day tab in the Diary screen.
Note
You can show only your own diary in the side panel. To view other people's diaries, go to the Diary screen.
Next day
Show a daily agenda for the next day. This works in the same way as the Day view.
Week
Shows a weekly agenda, giving you an overview of follow-ups for the current week.
Month
Shows a monthly agenda, giving you an overview of follow-ups for the next month(s). You can expand the side panel to show multiple months.
If you hold the mouse pointer over these days, a tooltip containing a list of the relevant follow-ups appears.
| Icon | Description |
|---|---|
 |
The "bar" below the date indicates the level of activities that day, making it easier to schedule meetings. |
 |
Today. |
 |
The selected date in the Diary. |
You can move from month to month by clicking the 
arrow icons at the bottom of the side panel.
My favorites
Shows all your favorites.
- To view only favorites for the current screen, click the checkbox at the bottom of the side panel. Example: If the Sale screen is open, click Sales only to show only sales.
- To remove favorites, select one or more favorites in the list and click Remove.
- Click Refresh to update the list of favorites.
- Right-click a favorite to open the context menu.
Preview
Shows a preview of a selected activity, project, contact, project member or selection member in the side panel. Depending on the selected item, the window may contain links to contacts and activities. Clicking one of these links opens the contact card, Document dialog, or Follow-up dialog, where you can view and edit the contact or activity.
Project
Shows a summary of information about the current project in the Project screen.
Tip
To view other projects, without having to switch projects in the Project screen, click the arrow next to the product name to open the history list.
Project members
Shows a list of project members in the current project in the Project screen.
Tip
Double-click the name of a project member to open the contact card where you can view and edit detailed information about the project member.
Sale
Shows a summary of information about the current sale in the Sale screen.
Tip
To view other sales, without having to switch sales in the Sale screen, click the arrow next to the name of the sale to open the history list.
How to use the side panel efficiently for sales
Selection
Shows a summary of information about the current selection in the Selection screen.
Tip
To view other selections, without having to switch selections in the Selection screen, click the arrow next to the selection name to open the history list.
Selection members
Shows a list of members of the current selection in the Selection screen.
Tip
If you are in the Diary screen and select a date in the different week in the diary, the week view changes to the week the selected date is in.
User-defined views
In Settings and maintenance, you can also define your own views for the side panel.