Find answers. Get support. Join conversations.
A hub for users and administrators to find answers to questions, access support, learn more, and help others.
Browse Help Center
Install Web Tools
If you are using Windows OS, you need Web Tools to integrate your Outlook and Microsoft Office document applications with SuperOffice CRM. Learn how to download and install SuperOffice Web Tools in just a few simple steps.
Users and licenses - most common support questions
Create new user, reassign licenses, our license is expiring.
Connect email & documents
Connect your emails and documents to SuperOffice CRM.
Import contacts & products
Import customer data into SuperOffice CRM in one go.
Set up SuperOffice Dashboard and use pre-defined tiles.
Discover the new Help Center & Community
Discover your new All-in-one Help Center & Community. Where you are in full focus. The new Help Center & Community offers you one site, one place to learn, one place for support, and only one login.12/16/2021
Resource Management - My Favourite Feature
This short video will show you how you can get the most out of using your SuperOffice CRM Diary for Resource Management. Learn how you can use the Diary area to help manage your internal resources, this could be booking the use of internal equipment, allocating vehicles or even used to book meeting rooms within the business.12/16/2021
The new Help Center & Community
Finding help and information on how to use SuperOffice CRM has now become easier.11/26/2021
How to create a project in SuperOffice CRM
Learn how to create a project in SuperOffice CRM. A project is ideal for organizing all your documents, meetings and other activities. And sharing them with your colleagues and other project members.11/26/2021
How to add a new dashboard tile and edit its layout
Learn how to add a dashboard tile and edit its layout. We will explain how you can: • Add tiles to your dashboard • Create your dataset by adding the search criteria • Edit your Chart layout, and • Edit the formatting options. For more information about using Dashboards go to: How to create and edit a dashboard in SuperOffice CRM https://youtu.be/W68M1IOke0Y11/22/2021
Latest Forum Posts
A new version of the Pilot Feature " SuperOffice SharePoint Documents" will be available in a few weeks time. This verison will allow you to u se AAD groups to control access to SuperOffice documents. Stay tuned.Frode Berntsen 01/19/2022
It is commonly said that everything in IT is possible - the only limits are creativity, budget and time :) The first point is not possible with the standard feature set in Service. Then second and third are possible, but from your message, I understand that they all have to be done through Service. I guess that with CRMscripting and, creative approach to tasks it is possible to fulfil many requirements. In this situation, the best shot is getting a consultation with a SuperOffice technical consultant. To discuss details and how much it would take to create a custom solution as the client wish.Lina Paulauskaitė 01/17/2022
I think the wish is for a sum(duration) of all the appointments in a project, where duration = end-date-time - start-date-time i.e. a meeting from 3.jan 9:00 to 3.jan 11:00 has a duration of 2 hrs.Christian Mogensen 01/12/2022
It is a situation that some of the customers encounter once in a while. You described the situation accurately. Once you change the ejtag, reply messages to existing open (or closed) tickets will create a new ticket (request). As far as I know, there is no "magic" trick to avoid it. The best practice could be to make a change on a low activity period when there are fewer open requests . Consultants that work with these requests will have to merge replies to these few open requests manually. Batch management tools in Service allow you to do it swiftly. I hope this answered your question. If it does, please don't forget to select this reply as an answer.Lina Paulauskaitė 01/11/2022
You can create a custom screen based on a copy of the company card and then add elements . Each tab comes from a Pane element and the contents from a Data table element . Then it is up to you to populate it by specifying fields and criteria and probably a creation script . I hope this helps and gives you some ideas.Bergfrid Skaara Dias 01/11/2022