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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 — 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

  • 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
  • 👍🏼

    2 Jul 2024 | 01:38 PM
  • 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
  • Extrafield type 'Attachment' is only showed as text, with no option to preview it. The file can be downloaded from the preview window, but it would be nice if it could be previewed here like other files as well.  

    27 Jun 2024 | 08:52 AM
  • Exciting update for pilot users: New version 2  released this week! We are delighted to announce the release v2 of Custom Objects available this week for our pilot users. As we continue to enhance your experience, this update introduces significant new features and improvements. To ensure a smooth transition, we are rolling out Custom Objects in phases. Here’s what’s new in v2 (Release 10.3.7): Preview Custom Objects in the Side Panel : Now you can preview all data from a Custom Object directly in the Side Panel by selecting the preview option from the drop-down. This feature also allows easy navigation to related standard or Custom Objects. Clicking on a standard object will take you to that object, while clicking on a custom object link will open a dialog for viewing or editing additional information. Search, Selection, and Dashboard Capabilities for Custom Objects : With this release, you can search directly for your Custom Tables/Custom Objects and save them as selections or create Dashboards. This functionality no longer requires a relation to a standard entity, giving you the flexibility to view search results as a list of items from the Custom Object. Additionally, you can use your Custom Objects as criteria in datasets to visualize them in charts with full drill-down capabilities in standard SuperOffice Dashboards. Read more in the overview of Custom Objects Stay tuned for further updates as we continue to introduce more features in future releases. Enjoy the new capabilities in Custom Objects version 2!

    26 Jun 2024 | 09:30 AM
  • Hi Frode, Can the name of the sub table then be included in the name shown? If you now have multiple sub tables on a extra table (for example a type and a status table) with both a name field, you see the column 'name' 2 times with no references for which name it is, would be beter if it then was name 'Object status - Name', 'Object type - Name'. 

    26 Jun 2024 | 09:17 AM
  • Hi David, Thanks for the feedback. Native support for this feature will be available in the future as part of the merger of UDEFs and ExtraFields in the Custom Objects functionality.

    26 Jun 2024 | 09:15 AM
  • Hi David, Thanks for the feedback. - We've looked into it, and this should be resolved in the next release (10.3.8)

    26 Jun 2024 | 09:10 AM
  • Hi Bas, Thanks for the feedback. Currently, this feature is not available. However, you can add a custom archive to achieve this functionality.

    26 Jun 2024 | 09:09 AM
  • Hi David, Thanks for the feedback. - We've looked into it, and this behavior is likely inherent to Kendo's design and not related to Custom Objects. It appears to be how Kendo handles table nodes and subfields.

    26 Jun 2024 | 09:02 AM

Active forums

  • AA

    Service management 07/11/2024 mode_comment 175
  • Samuel Holmström Core CRM features 06/05/2024 mode_comment 158
  • Jan Bonde Settings and maintenance 07/02/2024 mode_comment 120
  • Filip Witzell New Follow-up 06/12/2024 mode_comment 79
  • Margrethe Romnes Sales management 05/03/2024 mode_comment 53
  • Markus Tanner Custom Objects 07/15/2024 mode_comment 47
  • Frode Berntsen SuperOffice WebTools for Windows 06/19/2024 mode_comment 19
  • TL

    AI Lab 06/17/2024 mode_comment 12