Administrator forums

0 Abonnenter

5 Emner

130 Samtaler

Did you get stuck with the setup of SuperOffice CRM? Do you need inspiration on how to automate the work process or simply get more of your solution? Here is the place to post questions, share tips and workarounds and help others.

push_pin lock

Trigger script - Project owner changed

Hi,    I'm testing out how to notificate a project owner once a project has been assigned to them. This can be notified with an appointment task of 1 minute.    However, I need help with the trigger script. Has anyone else set up a similar script?    I don't have too much experience with CRMscript, but would love to see some examples that I could work out further.   Thanks in advance!

VA

Valeria Arias
1
0
7. dec 2023 | CET 01:47
Emne:
Administrator forums
push_pin lock

Al tekst står med fed efter den nye opdatering

Al tekst står med fed efter den nye opdatering til CRM Cloud. Hvordan får jeg ændret det tilbage til normal formatering? Det er meget ulæsbart, som det står nu.

PR

Pia Rønfeldt
2
1
15. nov 2023 | CET 10:48
Emne:
Settings and maintenance

Seneste svar

Hi Pia, I am unsure what text might be bold after the latest update. Can you create a support request with us so we can personally follow up with you on this matter?
by Gerard van de Castel
16. nov 2023 | CET 03:36
push_pin lock

Issue with SAINT tracking follow ups that are older and updated

Hello!   We use the SAINT feature to track customers that have no activity planned in the future, by using the SAINT feature. Our current set up is as follows for the selection / dashboard. So we should see accounts that do not have anything planned in the current day or future. However I am finding some results that appear, that do have a follow up in the future - usually when the activity is created a few days/weeks/months ago and then changed to a new date such as the one example here. I rebuilt the SAINT counters at around 3:45pm on 04/10/2023 so should technically count it?   Any help or advice woulbe appreciated.   Thank you and have a great day.   Warm regards,   Adam      

AG

Adam Gardner
2
0
4. okt 2023 | CET 04:47
Emne:
Administrator forums
push_pin lock

Overview of user login

Is it possible to somehow see the data and time when a user have loged in in list? It is onprem and SQL would do fine, it is just to check a users history for some reason(!). I know we can see what (or close to) what a user have done with the data, I just need when he/she logged in and maybe out over the time.
Martin Andersen
2
2
3. okt 2023 | CET 09:56
Emne:
Users and user right management

Seneste svar

OK, thank you! That was easy!
by Martin Andersen
3. okt 2023 | CET 11:37
push_pin lock

Visning af ikoner og profilbillede i Dashboard

I det gamle Dashboard kunne vi vise profilbillede af sælger/ejer ud for de seneste vundne salg. I det nye dashboard kan vi kun vise Ikonet "Enhed" og ikke sælgers/ejers profilbillede. Kan det ændres i opsætning?  

HS

Henrik Salling
2
1
30. mar 2023 | CET 02:42
Emne:
Settings and maintenance

Seneste svar

Hei Henrik. Ja det kan du gjøre. Her ser du et enkelt oppsett på en Layout som fungerer...

Community.Data.Models.ForumConversationDetails?.AuthorInitials

by Øivind Grefslie
31. aug 2023 | CET 09:33
push_pin lock

Invoice pane gone in 8.5R13 and onwards

Hi From 8.5r13 (Online) it seems that the Invoices pane has disappeared when eiditing a ticket. The invoice types are still there, but moved from Customer Service settings to CRM Admin client (Tickets menu) Is this a bug or a changed functionallity? Do we have to change the Edit ticket screen?

IK

Ingar Karlsen
5
7
13. maj 2020 | CET 02:00
Emne:
Setting up and administrating Service

Seneste svar

When enabling New Service/Request Management - the old Invoice Pane' is gone.
by Frode Berntsen
14. aug 2023 | CET 11:24
push_pin lock

Access to ExtraTable data denied both in UI and API

Hi,   we started implementing ExtraTables in our system (OnSite version 10.1.6). We can create tables, add and remove fields via the UI and manipulate data via CRMScripts.   However, when clicking the "Create new entry" option in the ExtraTables overview, it only shows a new screen saying that "You do not have access rights to that function". Trying to create an entry via the API (/api/v1/table/{myTable}) returns 403 Forbidden with the following response { "Error": true, "ErrorType": "UnauthorizedAccessException", "Message": "You do not have access to the table, or it does not exist", "FriendlyMessage": "", "ErrorSource": "SuperOffice.Services.Implementation", "InnerError": { "ErrorType": "SoException", "Message": "Service call DatabaseTable.InsertRow failed with exception\r\nDatabaseTable.InsertRow", "ErrorSource": "SuperOffice.Services.Implementation", "InnerError": { "ErrorType": "UnauthorizedAccessException", "Message": "You do not have access to the table, or it does not exist", "ErrorSource": "SuperOffice.Services.Implementation", "InnerError": null } } }   This happens even when the user in question has every single right assigned to his role. So, is there some "hidden" setting that would allow access to the table, especially via the API?   Thanks and BR

HW

Holger Winkelsträter
2
13
6. jul 2023 | CET 10:33
Emne:
Users and user right management

Seneste svar

Probably because ExtraTables are a Service thing, so there are some checks for a Service license we haven't removed. This is a bug - a Sales user should be able to create + update extra fields without a Customer Service license.
by Christian Mogensen
3. aug 2023 | CET 02:55
push_pin lock

Mangler webformular fanen i marketing-modulet.

Siden weekend har vi ikke længere adgang til webformulars i SuperOffice. Jeg tænkte at det kunne være at nogen herinde havde oplevet noget ligende, og vidste hvad det kunne skyldes. Vores løsning er en On-Premise (SuperOffice 9.2 R10 NetServer 9.2 Release (Build: Release92R10_2021.07.02-02)) Der har ikke umiddelbart været nogle ændringer, så vidt vi er klar over. Og jeg har tjekket at alle som oplever fejlen, har marketing-licens. På forhånd tak for inputs, mvh Johannes

JL

Johannes Lykkebo
3
1
19. jun 2023 | CET 10:11
Emne:
Settings and maintenance

Seneste svar

Hi Johannes, I really hope that you have already sent your problem to our support team, and have got help...? That would be the correct place to ask for help. support@superoffice.dk //Susan
by Susan Laugaard Hansen
29. jun 2023 | CET 05:51
push_pin lock

Error message "The object reference is not set to an instance of an object"

Hello   A colleague tries to open emails that are archived to SuperOffice. Unfortunately she gets the following error message.  The weird thing is, it's not for all emails but like 80% of them. Does anyone know what this error message means and what we can do to fix it?   We already tried to: Uninstall mail link and webtools + Reinstall. (with outlook closed)   Thx in advance

NG

Nils Grignard
2
1
23. jun 2023 | CET 04:26
Emne:
Settings and maintenance

Seneste svar

Hi Nils, Check if Outlook is configured as the default e-mail client and that the file extensions .msg and .eml are linked to be opened by outlook by default. If that is correctly linked, you can try removing SuperOffice WebTools + Maillink, run a repair on the Office installation and then reinstall SuperOffice WebTools + Maillink
by David Hollegien
23. jun 2023 | CET 04:42
push_pin lock

How can I implement the chat script with Google Tag Manager?

We are going to start using Superoffice chat on our site, and I am trying to implement this script on the site via Google Tag Manager. This does not work, all the parameters in our script gets the value "null" after implementation.  So my question is, how should the script actually look when implemented with GTM?  Thanks!

MB

Maria Boo
1
0
22. jun 2023 | CET 12:02
Emne:
Setting up and administrating Service