Add panels to a tab

A panel is a whole working component rather than a single value, and it shows this record's own data. Paneler viser denne posts egne data. Træk og tilpas størrelsen, når de ligger på fanen. This is what lets one tab replace three: the contacts, the open deals and the timeline side by side, instead of a tab each.

Add one

1. 1Open the tab, switch on ⟦Rediger layout⟧, and choose ⟦Tilføj panel⟧.
2. 2Pick from ⟦Tilføj et panel⟧. A panel already placed is marked på denne fane.
3. 3It lands on the grid at a sensible size. Move and resize it from there. Arrange and resize what is on a tab

What you can put on a tab

• ⟦Tidslinje⟧ - Alle noter, opkald, e-mails og systemhændelser på posten.
• ⟦Skriv en note⟧ - Notefeltet fra Overblik. Sendes direkte til tidslinjen.
• ⟦Kommende aktiviteter⟧ - Det der er planlagt eller overskredet på posten: møder, opgaver, opfølgninger og åbne sager.
• ⟦Aktiviteter⟧ - Opgaver og møder knyttet til posten.
• ⟦Kalenderbegivenheder⟧ - Møder i kalenderen der peger på denne post, og en knap til at booke en ny.
• ⟦Kontakter⟧ - Personerne i virksomheden, som på fanen Kontakter.
• ⟦Salgsmuligheder⟧ - Åbne og lukkede aftaler for kunden.
• ⟦Abonnementer⟧ - Tilbagevendende omsætning på kunden.
• ⟦Fakturaer⟧ - Fakturaer sendt til kunden.
• ⟦Sager⟧ - Supportsager fra kunden.
• ⟦Dokumenter⟧ - Postens filer, fra SharePoint / Google Drive / Dropbox.
• ⟦Forbundne poster⟧ - Dine egne objekter, der peger på posten.
• ⟦Kundesundhed⟧ - Sundhedsscoren og signalerne bag den.
• ⟦Omsætningsbidrag⟧ - Hvad kunden er værd sammenlignet med resten.

Which of these are offered depends on the record type and on the modules your company has switched on. A panel for something you do not use is not in the list.

On one of your own objects Work with custom records the list is shorter, because most panels are about a company: there is no health score on a machine and no invoice raised against a property. What you do get is the timeline, the note box, the record's files, the activities and calendar meetings booked against it, and the records that link to it. Anything else you want on that tab you build from its own fields. Put fields and groups on a tab

Set a panel's options

Select the panel while editing and open ⟦Panelindstillinger⟧. Gælder kun dette panel på denne fane. The same panel on another tab keeps its own settings, so a compact timeline on a summary tab and a full one elsewhere are both fine.

Under Indstillinger, panels offer what makes sense for them, for example:

• Kompakte rækker
• Vis filterlinjen
• Medtag relaterede virksomheder
• Skjul det der allerede er overskredet
• Kun læsning (ingen upload fra dette panel)
• Vis hvilken post hver post hører til

The same panel settings also decide whether the panel appears on phones and tablets. Arrange and resize what is on a tab

When a panel says it cannot show anything

Du har ikke længere adgang til det, panelet viser. means the panel is fine but this particular person is not allowed to see what it holds; they see the message instead of the data, and nobody else is affected. Panelet kunne ikke indlæses. is a loading problem, and reopening the record usually clears it. A panel marked Panelet er utilgængeligt belongs to something that no longer exists: Dette panel findes ikke længere. Fjern det, eller vælg et andet.