User forums
Did you get stuck with your task? Do you need help using SuperOffice CRM? Did you find a creative workaround for a task you couldn't accomplish? This is the place to post questions, share tips and workarounds and help others.
All conversations (172)
Using ERP Sales Data from Keyforce in SuperOffice Selections
Im using SuperOffice with a Keyforce integration. I’d like to create a selection based on what our customers have purchased (turnover) this year – but using data from our ERP system, which is synced to SuperOffice via Keyforce. Is this possible? Or do I need to go into each individual company card to view this information under the Keyforce “Sales Figures” tab? We’re really hoping to be able to combine ERP sales data with selections in SuperOffice – is there any way to achieve this? P.S. We are not using the sales funnel in SuperOffice, so all turnover data only exists in the ERP system.
CA
Christian Andersen
Emne:
User forums
Relations - possebility to pull out report on companies that has a certain relations type
Hi, We are using Relations to control third-party companies that are delivering services to our customers. Is there a way to get a report on all companies with a particular type of relation?
BL
Bjørn Lindebrekke
Emne:
Core CRM features
Selection - Customers without any activity in the past year
I want to create a selection in SuperOffice that lists customers without any registered activity in the past year. Do you have any tips on how to set this up?
CA
Christian Andersen
Emne:
Core CRM features
Seneste svar
Hi Christian. We have an FAQ regarding this: You can find it here: How do I get an overview of all companies in SuperOffice CRM without any activity? Pleaes reach out if you run to any issues.
by Samuel Holmström
Status
Does the status of a case not change automatically when a response has been sent to the customer but the case has not been closed?
DW
Dick Wedholm
Emne:
Service management
Seneste svar
Hi Dick. It follows the settings for the Request Category You can set it to follow the users prefereces also. Then each user can decide themself.
by Samuel Holmström
Social Media Icons Update
Upload Bluesky Icon as additional option in social media buttons for footers in newsletters, etc.
IH
Ilse Hildbrand
Emne:
Service management
Seneste svar
Hi! Ilse. Thak you for your input, I will forward this to development.
by Samuel Holmström
Service and screen utilization
Hi We really like the new service and the capabilities to connect everything way better than before. There is however one thing that is a struggle, we often need to work on our laptops and here it seems like the screen isnt really utilized and this has not changed with the new UI update. The problem is that the "request properties" in the right side take to much room and likewise the top bar since we have it displaying important additional information. I'm wondering if there is a method to be able to show / hide those 2 displays to get more rom for working with the content of the case? Also, are we the only ones with this problem? Best regards Ole
Ole Ejlersen
Emne:
Service management
Seneste svar
Hi Ole. Thak you for this feedback. I have seen lot of customers trying to "mimic" the old Service by adding lot of informaiton at the top of the screen, but often miss the key tool for this. "Grids" So insted of adding information in one long list like this: You can use the space lie this: And also use the top right corner next too the favorit. You can also use different screens for different teams or types of requets. This can help you remove data that is not needed for everyine or for every task.
by Samuel Holmström
How to export all contact and emails?
Hello, I am wondering if you could help me because I do not understand the logic behind Selection. When I looked for ALL the contacts, I expected their e-mails to be filled in... but most are empty on the Results screen. When I look into the contact itself, it is there. So why? I truly hope that someone can advise me. Thanks. Terry
TW
Terry Wong
Emne:
Core CRM features
Seneste svar
Hi Terry, If "Company - Country" is your only criteria, then your selection results will be one of only companies. If you would like to see all contacts (persons) then you need at least one contact criterium. This could be "Contact - Full name starts with % ". And as Øivind mentioned, there are 2 E-mail columns, one for company and one for contact. Make sure to add the Contact - E-mail column if you want to see the e-mail addres of the contacts.
by Gerard van de Castel
SuperOffice Mail Link was unable to connect to the Outlook process.
With CRM Sales > Activities -> right click document and select "Send As Email" It always fails with an error: "Superoffice Mail Link was unable to connect to the outlook process. Please restart Outlook if it is running." Whilst the current task seems to be "- Creating new email" This happens after the mail link balloon has run through several tasks, and opened Outlook itself correctly if it was not open. Happens on Windows 10 or 11 mail link / Web tools-2024.05.16-03 (13.0.177.0) Outlook Microsoft Outlook Version: 1.2025.109.100 (Production) Client Version: 20250110003.19 WebView2 Version: 131.0.2903.146 Microsoft 365 account Have reinstalled both Outlook and web tools Have enabled logging for Webtools in Computer\HKEY_CURRENT_USER\SOFTWARE\SuperOffice\DocLink But the log doesn't contain any useful information about the new email task. Any ideas to get running again?
TW
Tim Welford
Emne:
Core CRM features
Seneste svar
Yes, we use that to get content from office, into SuperOffice, but I don't think (and cannot see in that documentation) anything about restoring the functionality of sending documents stored on Superoffice via email in the same way. Have I missed something?
TW
by Tim Welford
Trigger after save projectmember by delete
Hi, why the trigger doesn't be activated by projectmember delete ? I want to mahe something by delete projectmember. And i can refresh the project panel after the trigger by projectmember add ? I have changed a udef value but the project panel muss be refresh. Thanks for your response. Fabrice
FR
Fabrice Reithinger
Emne:
Sales management
Seneste svar
Hi, thanks for your answer
FR
by Fabrice Reithinger
Tags in export
When I try to export something from SuperOffice to Excel, the tags are exported as numbers. So for example, the first tag is 'Contamination', in the export it's shown as '1'. Is there any way that I can change this in the settings that the tags are exported as the full name instead?
KJ
Kirsty Jongeneel
Emne:
Service management
Seneste svar
This is a bug, see: Export to Excel - "Service Tags" are not exported properly and Tag IDs exported to MS Excel shown in column as number not text Sadly, there is no easy workaround available. Only solution here would be to create a custom field on the request and fill that automatically with the names of the linked tags, but that would require a consultant.
by David Hollegien