Find answers. Get support. Join conversations.
Latest stories
Introducing the improved Follow-up experience
The SuperOffice Diary, more than a calendar, is your key to efficient time management and robust communication tracking. In the latest update, we've enhanced the Follow-up dialog to streamline the creation of appointments and tasks. Discover how.
05/21/2024App-ify your SuperOffice with GetAccept
GetAccept: Streamline Agreements and Close Deals Faster! Tired of chasing signatures and wasting time on approvals? GetAccept by SuperOffice is here to revolutionize the way you close deals! Get started today! Visit the SuperOffice App Store to learn more about GetAccept. 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/!
05/02/2024How 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/!
03/18/2024App-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/!
03/15/2024App-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/!
03/15/2024Latest forum posts
-
ES
Eirik SimonsenPartnerSome companies sell products that are assemblies. In context assembly means that you have a main component, (always), and, that you on top of that, have several optional parts (some that are mutually exclusive - but set that aside for the moment). when entering products in the quote calculator itself, these parts have a price, and the combined assembly will then have a total price. However, the quote document should ideally have the main component as item one, ideally with a larger font, and the parts should be listed below in a separate section, possibly with a smaller font/colour, or some other type of visual to separate the parts from the main assembly, and the price should be a total (turn key) price. Is the only way to do this, only possible using conditional formatting in word in the template itself, ie IF product type = MainComponent, then: etc or is there something in SO that can be used. Are there some examples that anyone can share.?
5 Sep 2024 | 02:40 PM -
David HollegienPartner
Hi Michel. That would be awesome! I understand that this a temporary solution until capabilties of the new custom objects have improved, but it will help us a lot in the mean time. As soon as the before/after save triggers are available we will start using these in combination with the new SCIL element where possible. If this could be included for 10.3.9 that would be great, since that will also be the next OnSite release, which means we can also use this 'hybrid' approach at these customers. Let me know if we can help with testing this or anything.
3 Sep 2024 | 08:03 AM -
Hi everyone, I'm seeking assistance in finding a way to automatically add a customer to a Case based on the "To:" address in an email header. Any guidance or examples would be greatly appreciated! Thank you!
23 Aug 2024 | 11:14 AM -
Frode BerntsenStaff
Thanks for the question, Mats. - it can be a bit trickey to see the AI option in SOFO at first :) The feature is in under "new company" - you see it when you click "create new company" - hidden away at the bottom: Once you are in the "add new company" dialog - AI tries to identify the correct values for the fields - based upon info in the email you archive:
16 Aug 2024 | 10:28 AM -
Jan BondePartner
Thanks!
14 Aug 2024 | 08:31 AM -
Mikael MånssonStaff
Hi Camilla, That is unfortunately a bug at the moment but something that we will solve in the upcoming releases. Thanks for your feedback! :)
1 Aug 2024 | 08:47 AM -
Hello, Does somebody know if it's possible to create an attendance schedule in de the service module? For example: We have only part-timers, so every week on the same day we need to manually change the status from "normal" to "away". And often they forget it, so the requests are also distributed to employees whom aren't available. The goal is to let the system automatically set the availability of the users per their working days.
31 Jul 2024 | 07:02 AM -
Tony YatesStaff
Hi Fabrice, Generally speaking, if a script is taking too long to complete then it's probably because the script is trying to do much more than what the CRMScript engine was designed for. CRMScript best practices | SuperOffice Docs There is too little information in the OP to better understand what task(s) the script is written to complete, but unless there is something wrong - like highly unoptimized code, then this is generally an indicator that the intended work would be best written as a custom application that leverages webhooks, etc. Best regards.
25 Jul 2024 | 10:50 AM -
Markus TannerStaff
show in find will explicitly show the table on the Find menu, along the standard entities, like companies, persons +++ If you remove show in find you're still able to find the table on 'settings\custom objects' if you hide it will also not be listed on 'settings\custom objects' hope that helps ;)
15 Jul 2024 | 05:14 AM -
How can I export tickets to Excel, including the ticket messages? I want to do an analysis of all support ticket for a period. I have tried exporting tickets by using selections. I get all the metadata, name, user, time, hashtags etc, but is see no way to include the content of the tickets. Is there any way I can export tickets with contents?
11 Jul 2024 | 08:41 AM -
Markus TannerStaff
I used https://app.svgator.com/ which also worked fine, you can easily create an account with any gmail adress ;)
1 Jul 2024 | 10:27 AM
Active forums
-
JS
Service managementLet's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.
08/23/2024 178 -
ES
Settings and maintenanceLet's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.
09/05/2024 123 -
🔒 CLOSED! - New Follow-up
New Follow-up
06/12/2024 79 -
Custom Objects
Introducing Custom Objects to replace Extra fields and Extra tables in Service: Auto generated archive tabs, SuperOffice Selections, Extending search capabilities on relational fields
09/03/2024 58 -
NG
Users and user right managementLet's talk about user setup, data access and functional rights management.
07/31/2024 39 -
SuperOffice WebTools for Windows
SuperOffice WebTools for Windows is a set of productivity tools for computers running Windows OS. This includes Document management integration against SuperOffice Web and MailLink for Outlook.
06/19/2024 19 -
AI Lab
AI Lab
08/16/2024 14