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Did you get stuck with your task? Do you need help using SuperOffice CRM? Did you find a creative workaround for a task you couldn't accomplish? This is the place to post questions, share tips and workarounds and help others.
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Add or Modify Menu to Ticket
Hi, I want to modify or to create a new Menu to the Ticket Menu. How can i make this when it's possible ? if you have any idea ? Thanks Fabrice
FR
Fabrice Reithinger
Topic:
Service management
Last reply
Hi Samuel I'm of the cloud Version from SuperOffice. I don't know that it give a new Version. Problem is that my firm need this new Menu yet. How can i move to the new Version ? Thanks for your reply
FR
by Fabrice Reithinger
"A task was cancelled" on quote alternative - what does it mean?
Hi forum I have a user who experienced this error message - i suspect it could have something to do with their quote connector, but i can't really seem to find that error message anywhere. It has not happened since, for as far as i know, but im just looking for an explanation. Anyone knows what it means? The user explains that it came up after duplicating the "Products" alternative, changing the title to 2023-11-08 and then made "Products" the favourite alternative. Thanks
Dennis Aagaard Mortensgaard
Topic:
Sales management
Element for Float in Screen
Hi, How is to create an element for Datatype Float in Screen? Thanks!
Jianchun You
Topic:
Service management
Last reply
by the way, how to create element for Timespan in Screen? there is an existing element-type for Form elements/Select timespan, but if i created, it shows me no list of hours and Minitues i can select.
by Jianchun You
separated profile for other Usergroup
Hi, I have created new Profile for Tickets Header in CS old Service Modul. How could I asign this to other Usergroup or User then default, so that only this group has this View. By the Way, is possible to define separated Email-Tag for other Usergroup or Ticket Category? Thanks!
Jianchun You
Topic:
Service management
Last reply
Hi, Unfortunately we have limited support for multilanguage on these types of lists. Perhaps there are someone else that has some tips on how they have solved this in the past.
by Michel Krohn-Dale
rename the Label of Standart-Fields in new Service Module?
Hi, how can I rename the Label of Standart-Fields in new Service Module? In Layout designer I don't find this Possibility. Thanks!
Jianchun You
Topic:
Service management
Last reply
I saw it right after posting the comment. It looks like this one can work. Thank you Tony :)
UT
by Ummair Tahir
Source For Sale Not Pulling Through
Hi, to see how a sale was generated we use the source section (Cold Call, Web order etc) on the details bar once completed. However, the source is not pulling through although is visible. Has anybody had this problem before? I've already cleared my cookies but nothing seems to work. Thanks.
LK
Libby Keighley
Topic:
Sales management
Last reply
Hi Libby, We are in contact with a colleague of yours to investigate this problem.
by Gerard van de Castel
Search in Mobile CRM on first names or last names will not find anything
When searching in Mobile CRM there is only one search field. When searching for companys it works fine. But searching for persons by first name or last name will almost fail - not every time. The freetext search is enabled and updated (or renewed ) last night. And we have a setting: Search single-word search operator/Multi-word search operator = contains. Not sure - but if we switched this setting to Starts with - it looks to work better. Is there a recommodation for this?
CK
Christian Kogel
Topic:
Mobile CRM
Last reply
The freetext settings for single and multi-word Starts/Contains/Equals only affects the freetext search in the client. (The freetext search box in the upper right corner) The navigator and mobile searches use freetext search with their own built-in settings, and are not affected. They are affected by the state of the freetext index, so if the freetext index is incomplete, it will not find the records it should. You can verify this by editing a record and saving it - this will trigger the incremental freetext indexer and update the freetext index. If the search now works then you have an incomplete index. Web + Mobile client version numbers would be helpful in diagnosing this issue further.
by Christian Mogensen
PocketCRM: Failed to connect to Server
Since a few days some users cannot use PocketCRM. They see the error described in the heading. It looks, that all users have this issue, where PocketCRM was updated a few days ago. Users with the older version still can work. With safari all users can reach remote/services88/pocket.svc and they can use SuperOffice WEB We are on WEB Version 10.1.6 on site. We tried the typical things like reinstalling the app and entering the url for connection. In the log on the server there is nothing about PocketCRM / Mobile CRM. Sp I guess that the message is exact what happened. It must be something with the VPN - that was not changed in the last weeks. What can be the reason for this?
CK
Christian Kogel
Topic:
Mobile CRM
Last reply
We found the reason with SuperOffie Support (Thank you Karolina) In the current version only https protocol is supported. We used in the past mainly http protocol, because they only connect over VPN what is secured. We have https enabled as well, but the issue is simply, that some of the certificates had a longer validation time - lets say two years. But the IOS devices only accept certificates having a maximum validation time less then 398 days. So we renewed the certificates following the 398 days rules and it is working now.
CK
by Christian Kogel
New behavior regarding WebTools?
Hi, Just want to start by mentioning that all the customers/users are not able to use/install Web Tools so it's not the solution in this case 🙂 We've had customers contact us that they aren't able to download files anymore from SuperOffice and a lot of their files got locked by their own user. I tried uploading a file to their environment and it was directly locked/edited by my own user. It is also not possible to download the file at all, nothing happens when you click read or download. After some investigating we noticed that there is a new option for Document editing under "Local Settings" per user which defaults to Use SuperOffice WebTools even though they have never chosen to use it. By changing option to Manually uploading and downloading files it is now possible to download files again without WebTools which has never been an issue before. So I got a few questions Is the new behavior as it should be or is there any changes coming to make it working as before/default to Manually uploading and downloading files? Is there a way to set a global (initial) setting for Document editing? Any way to update the value for all users? (I've tried scripting it but can't find any values in userpreference-table where the other settings are)
HF
Hampus Fältström
Topic:
Core CRM features
Last reply
It would be great if this preference is stored in the database instead of a cookie and it configurable as a admin (preference description, just like almost all other preferences in SuperOffice). With this new default users that delete cookies on browser restart will have to configure this every time.
by David Hollegien
Set appointment.agenda_text and appointment.internal_notes_text in a script
Hi, with the NSAppointmentEntity method setDescription I can set the titel of an appointment. In the new appointment dialoge I have some more text-fields to set: agenda and internal_notes. Is there a similar method for setting these text-fields? BR Ulli
Ulrich Klein
Topic:
Core CRM features
Last reply
They are there (on NSAppointmentEntity), specifically: SetInternalNotes/GetInternalNotes SetAgenda/GetAgenda But the CRMScript reference with regards to NetServer hasn't been updated for a while, so these methods are missing from intellisense. I have reported this as a bug (for a different method but same underlying issue) last week: https://community.superoffice.com/en/product-releases/bugs-wishes/product-issue/?bid=54914&azure=1
by David Hollegien