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Hi Samuel, Yes I mean the Relation from Sale to Company. Which development tools you mean to create and implement this? The Target is, we want to integrate all Information from related Company, from Stackeholders, into Sales Tab for our Logistics: LogView. The Other Question is Trigger by User Events. Once Updates in Stacekholder and related Company, it should be automatically updated in this Tab. I don't found the suitable Trigger for this. Many Thanks!

They have been added but a new version of docs needs to be published, see https://github.com/SuperOfficeDocs/superoffice-docs/blob/main/docs/en/onsite/feature-toggles.md

In looking at https://docs.superoffice.com/en/document/templates/learn/quote-templates.html , AND the 'out of the box' template 'Grouped with Summary',   I was working toward/hoping for a result  something akin to the below  (this is a concept/mockup - so product names/prices are fictional.   Group GSA Products   (Product family1)         Item # Name Units List price Discount Ext Price 1234 Blue Product 4 1,250   5,000 1235 Green Product 3 2,130   6,390   Group total       11,390 Group Non GSA Product (product family 2)fq         2345 Red Product 1 450   450 2346 Yellow Product 2 674   1,348   Group total       1,798 Goup Shipping (Product family 3)         5555 Shipping costs – UPS Ground ex Warehouse       500   Group Total       500   Quote Total       13,669 What I am seeing is however:   There is no grouping that I can see that makes sense.   Not sure if this is relevant, but, if a line insert for productfamily is inserted, it shows up blank.   If the same is done with productcategory, it DOES display a value.   MERGEFIELD   TableStart:group «TableStart:group» MERGEFIELD   GroupBy:productFamilyKey   \* MERGEFORMAT «GroupBy:productFamilyKey» MERGEFIELD   group/groupField «group/groupField» template snip below (as mentioned, pretty much out of the box):   So, I must be missing something simple.   Thank you

Hi Christian.  We have an FAQ regarding this: You can find it here: How do I get an overview of all companies in SuperOffice CRM without any activity? Pleaes reach out if you run to any issues. 

Hi Alexander, You can import associate names by using their user ID in the Excl file. And we are in touch with you personally regarding importing values for a custom field.

Hi Frode, Thanks for your reply. I will take it up with my collegae Arentsen why he removed it. Thx

What I notice a little is that the AI finds it very difficult to train certain habits. It has a lot of trouble, especially when querying customer-specific fields. Even after about over 6 attempts, it still doesn't give me the desired results. It also has some trouble with follow-up tasks. In addition, the New Service module is very poorly connected, it makes no distinction between tickets with open/closed status despite numerous attempts to correct them. If I explicitly ask for open requests, it simply brings me everything. Even when I ask for requests for projects, it doesn't give me most of them. The AI tool completely loses the configuration when writing emails and it also translates automatically generated attachments. The tool is not a great relief at the moment, but it has great potential. In spite of everything, it also produces very good and precise results. But the downs are still in the majority to the ups at the moment.

Hi Dick.  It follows the settings for the Request Category You can set it to follow the users prefereces also. Then each user can decide themself. 

Hi! Ilse.   Thak you for your input,    I will forward this to development.   

Hi Ole.    Thak you for this feedback.  I have seen lot of customers trying to "mimic" the old Service by adding lot of informaiton at the top of the screen, but often miss the key tool for this.  "Grids" So insted of adding information in one long list like this: You can use the space lie this:     And also use the top right corner next too the favorit.  You can also use different screens for different teams or types of requets.  This can help you remove data that is not needed for everyine or for every task. 

Hi Bas, Thanks for the prompt response. Great then I know the limitation ! Thanks!