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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.

05/21/2024

App-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/!

05/02/2024

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 โ€” 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

Latest forum posts

  • SuperOffice has implemented the AI pilot in our CRM system, but it seems like I cannot get it to work properly. As can be seen in the screenshot, the categorizations stays empty. Also, we don't get to see any AI items added when working on a ticket. We do work with a different script page when working with our tickets. Could this be the reason that this doesn't work for us?

    8 h, 0 m ago | 07:19 AM
  • Thank you for the link, David. I knew I had read something about the issue. That was the link you sent. There are some customers now that has a Title field that is very long, and we perhaps need to look into merging the Title and Agenda back again.  So we can create a shorter title and the agenda is complete again. Since the description field was used slightly different from user to user, the pattern was a little difficult to see

    8 h, 59 m ago | 06:19 AM
  • Hi, Unfortunately it will stay as svg since this is the format which is easiest to actually scale properly. It should be easy to find free svg icons that suit your needs. /Michel

    10 Jun 2024 | 07:07 AM
  • Most likely, to be able to add any other field you will need to remove 1 number field.

    7 Jun 2024 | 09:36 PM
  • I think you will need to reach out to our support in this case , and they can look in logs and investigate this further. 

    5 Jun 2024 | 08:48 AM
  • We will deploy a new pilot version of WebTools for Windows today: WebTools for Windows pilot release 13.0.177 SuperOffice CRM Online will automatically detect new versions of WebTools and offer pilot users to update. WebTools can also be downloaded manually by pliot users from the download menu inside SuperOffice

    4 Jun 2024 | 11:27 AM
  • Great to hear!

    3 Jun 2024 | 08:44 PM
  • Available now in SOD with CustomObjectsV2 feature toggle enabled ๐Ÿ˜„

    3 Jun 2024 | 07:04 AM
  • Hi.  I would need some help to do a task in the service portal.  One of our customer would like that when we answered in a ticket it will automaticly go an answered in copy to a another mailadress as well as the reciepient.  I think this is something that could be fixed with a macro but I dont know with parameters that is correct to use for this.  Does anyone has done this before and know how to make this? 

    29 May 2024 | 07:26 AM
  • This is also important for importing with DataBridge. So far you are not able to fill / update an extra field that contains a list. Since there is no relation to a an UD list. In DataBridge you have this option At the moment you cant import to an extra field that contains a list or import to the extra field to populate new values.

    29 May 2024 | 06:39 AM
  • We are happy to announce 'New Follow-up' is planned released to CRM Online soon This will conclude the pilot program for 'New Follow-up' and the pilot program will end on 30st of May 2024. - We urge you to give your feedback during this last period of the pilot.  Your feedback helps us identify issues, fix them and make the software even better. We are happy and grateful for your participation in the program  For those who have been partisipating in the pilot program As a New Follow-up Pilot customer you will continue as normal, no changes will appliy. If you need help with the feature after the end of the pilot progam, reach out to our support team here . Feedback We urge you to give your feedback during this last period of the pilot. Your feedback helps us identify issues, fix them and make the software even better. How do I provide my feedback to SuperOffice? We have several ways for you to give us feedback during the pilot testing: Pilot Forum  โ€“ this is the main communication channel to use. It is where we will inform everyone involved in relevant issues and is a place for you to post questions or provide feedback. You may receive answers from other customers, partners as well as our R&D resources. Pilot Forum:  https://community.superoffice.com/en/customer/forum/rooms/pilot-program/ Feedback form  โ€“ there is a Feedback form which is available to everyone all the time  here . It can be an easy option to send us a message about anything you have tested. We want to know if you are particularly happy with something as well as hear about any issues you may encounter. Send us an email  โ€“ we have a dedicated mail address:  pilot@superoffice.com  you can use to send in your questions or comments. This may be helpful when you want to discuss issues particularly relevant to your installation and you donโ€™t want to post on a forum. If you need help with the feature after the end of the pilot progam, reach out to our support team  here .

    28 May 2024 | 11:23 AM

Active forums

  • Marcus Svenningsson Service management 06/03/2024 mode_comment 174
  • Samuel Holmström Core CRM features 06/05/2024 mode_comment 158
  • David Hollegien Settings and maintenance 06/07/2024 mode_comment 115
  • Filip Witzell New Follow-up 06/12/2024 mode_comment 79
  • Margrethe Romnes Sales management 05/03/2024 mode_comment 53
  • Christian Mogensen Mobile CRM 04/18/2024 mode_comment 31
  • Michel Krohn-Dale Custom Objects 06/10/2024 mode_comment 27
  • Frode Berntsen SuperOffice WebTools for Windows 06/04/2024 mode_comment 18
  • KJ

    AI Lab 06/12/2024 mode_comment 6