Find answers. Get support. Join conversations.

Latest stories

How SuperOffice CRM helps you grow with your customer base

Get the most out of your hard-earned customer relationships with SuperOffice CRM. In this video, you will learn how SuperOffice empowers your team to build lasting relationships with customers. See how adopting a data-driven approach to upselling and cross-selling provides the right offer to the right customer — at the right time. Visit https://www.superoffice.com/Sell-more-to-customers to learn more. ------------------------ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/18/2024

App-ify your SuperOffice with Synchronizer

Keep Your CRM Data in Perfect Harmony. Say goodbye to data silos with Synchronizer by SuperOffice! This powerful app ensures your CRM data stays perfectly in sync, no matter where it's from. Stop wasting time managing data! Watch this video to see how Synchronizer can keep your CRM data flowing smoothly. Get started today! Visit the SuperOffice App Store to learn more about Synchronizer. https://appstore.superoffice.com/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/15/2024

App-ify your SuperOffice with Scrive

Craft Beautiful Proposals and Close More Deals. Close deals faster with Scrive by SuperOffice! This proposal software lets you create stunning and professional proposals that win over clients. Get started today! Visit the SuperOffice App Store to learn more about Scrive. https://appstore.superoffice.com/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/15/2024

How SuperOffice CRM helps you win new customers

Make every touchpoint count with SuperOffice CRM. In this video, you will learn how to organize, prioritize, and follow up on sales opportunities with SuperOffice. Reclaim your precious sales time and focus on building lasting relationships. Visit https://www.superoffice.com/attract-new-customers to learn more. ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/11/2024

How SuperOffice CRM helps you keep your hard-earned customers happy

Happy customers will get you more business. Explore how to work together across teams towards customer-centricity with SuperOffice CRM. In this video, you will learn how SuperOffice helps you track customer interactions, quickly answer customer inquiries, and make sure the whole company keeps the customer experience top-of-mind. Visit https://www.superoffice.com/keep-customers-happy to learn more. ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/11/2024

Latest forum posts

  • Hi Michel, yes, I got now to dispatch diff. Profiles to diff. Roles via Screen Choosers. In the new Profile I have renamed Labels in Eng. for our new Support Teams, but not for Extra Fields (yellow marked). They were defined with Name in German, any Idea?

    6 h, 12 m ago | 01:41 PM
  • I saw it right after posting the comment. It looks like this one can work. Thank you Tony :)

    7 h, 38 m ago | 12:14 PM
  • Hi Libby, We are in contact with a colleague of yours to investigate this problem.

    12 h, 56 m ago | 06:57 AM
  • 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.

    18 Apr 2024 | 09:59 AM
  • 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. 

    17 Apr 2024 | 06:20 PM
  • What Is Custom Objects? Introducing Custom Objects to replace Extra fields and Extra tables in Service. This is the first part of a series of new features for Custom Objects. This is what we introduce in the first version: Auto generated archive tabs   When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket).   Implementation uses configurable screens framework to add tabs in UI.   SuperOffice Selections SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known  SuperOffice entities. Users will therefor not be  limited to using SuperOffice Service for creating selections/searching for data any longer. If any  visible Extra table contains field pointing to entity( Company, Contact, Sale, Project, Request, Activity) we include it as a “top”  node to select from in selections. Extending search capabilities on relational fields Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct.  Who can join?   Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online   ✔️ Use Service: extra table Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license. Sign up for pilot programs >>   Effect of enabling the pilot feature: 👥= All users will join Pilot Once you have opted-in - all user logging in to this tenant will automatically get the pilot-versions we make available. New archives / Tabs have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).  SuperOffice Selections search capabilities to search against Extra tables New preview of Extra table entities.   Getting Started with Custom Objects: Now users will see archives have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).   They now have search capabilities to search against Extra tables with fields pointing to known SuperOffice entities in SuperOffice Selections They will also see there is a preview to give user more insight into each entity in results for these Extra table entities.   What's in it for you? By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience. This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.

    16 Apr 2024 | 11:27 AM
  • 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.

    12 Apr 2024 | 02:05 PM
  • 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

    12 Apr 2024 | 02:02 PM
  • Hi Bas, Thanks for your Confirmation to keep Custom Screens in new Service Module. Sory, it was my misunderstanding that it will be removed. We consider for Updates in new Service Module.

    10 Apr 2024 | 11:40 AM
  • Hi Alexander.    This is how I did it on my computer: I triggerd the larm and during the larm i went in to mixer on the computer and muted all sound from SuperOffice webtools.    Create an appointment in less than 1h in the future from now,  Turn alarm on and mark the time to be 1h before the appointment. Now right click on SuperOffice trayapp and then click on “Check Alarm” The alarm should now show up: Right click on the speaker and chose “Open Volume mixer” Look for the SuperOffice logo and mute it Kind regards  

    8 Apr 2024 | 12:22 PM
  • Hi Filip Thank you for your feedback report We have submitted the issue to our development team for further evaluation and resolution It is now a registered Wish, the ID is:  55155 . Once again, thank you for your feedback and for being a pilot on our software.

    8 Apr 2024 | 10:43 AM

Active forums

  • David Hollegien Core CRM features 04/12/2024 mode_comment 156
  • Jianchun You Service management 04/23/2024 mode_comment 153
  • Jianchun You Setting up and administrating Service 02/20/2024 mode_comment 150
  • AG

    Settings and maintenance 03/12/2024 mode_comment 101
  • Ester Kate Jansson New Follow-up 04/08/2024 mode_comment 75
  • Gerard van de Castel Sales management 04/23/2024 mode_comment 51
  • Christian Mogensen Mobile CRM 04/18/2024 mode_comment 31
  • Frode Berntsen SuperOffice WebTools for Windows 03/19/2024 mode_comment 17
  • Frode Berntsen AI Lab 04/08/2024 mode_comment 5
  • Frode Berntsen 🔒 CLOSED! - Request types 02/07/2024 mode_comment 2
  • Frode Berntsen Custom Objects 04/16/2024 mode_comment 1