Multiple customized appointment panels can be set up in in the Snapshot by duplicating the standard Appointments panel and making some changes to the saved search.
In this example, setting up the snapshot for a US company, proceed as follows:
On the User Menu, click Page Settings to open the Snapshot Configuration Panel and then adds another Appointments panel from the Panel Catalog.
On the second Appointments panel, click the ACTIONS menu and then clicks Settings.
On the Settings tab, there are several existing saved searches related to appointments contained in the drop-down list. To set this panel up as the Directors panel, choose “Reserved Director Search for Entity Snapshot”.
Please note: A custom search can be chosen from any previous searches saved set up earlier or a new search could be defined as per an admin user’s needs.
The panel columns are updated with the information for Directors, which is Appointed Entity, Date First elected, Date last elected, and Non Executive.
Clicks the Settings tab and enters “Directors” in the Title field, which will rename the panel when saved.
Please note: On the Settings tab, the number of records to be displayed on the panel at one time can be changed to an admin users preference using the Results per Page field
Click Save on the Settings tab, the newly added Appointments panel bar changes to Directors on the snapshot screen.
Click Save on the overall snapshot.
To set up an Officers panel, add another Appointments panel from the Snapshot Configuration Panel and select “Reserved Officer Search for Entity Snapshot” from the Saved Search list.
Change the panel name to Officers and it will be displayed on the snapshot below the Directors panel.
After adding the new Appointment type panels, click the Save button on the Snapshot configuration screen to save the overall changes to the Snapshot.
