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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 (165)
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
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
Add or Modify Menu to Ticket
Hi, I want to modify or to create a new Menu to the Ticket Menu. How can i make this when it's possible ? if you have any idea ? Thanks Fabrice
FR
Fabrice Reithinger
Emne:
Service management
Seneste svar
You can not manipulate the "Task" button in a result list, but you can manipulate the 'right click' tasks on a result list (with the Task as mentioned). MainMenu class only is available for old service client, so you will not find your answers here. It all depends on what you are trying to achieve, but I am quite confident that all (new) possibilities will allow you to find a constructive solution. If not please contact your local consultancy team so they can assist on this topic.
by Bas Kreijveld
Folder structure in imported documents
Wish . We use a lot of imported documents in projects. Using a "MultiUpload" script created by SuperOffice for this. Works great. Sorted by date and type, but can be several 100's within each. We wish it would be possible to structure documents in folders created by us in the project document view. It would provide a much quicker way of navigating between documents in projects.
FR
Frode Kent Røkenes
Emne:
Core CRM features
Seneste svar
Hi Frode, glad to hear that Activity Folders is working well for you! 🎉 You might also find some helpful tips and tricks in our Knowledge Base – definitely worth a look for getting the most out of it. Here’s a quick link: Quick-start guide for SuperOffice admins . Enjoy exploring!
by Pierre Van Mever
How to get ActivityList from a Sale
Hi, I use crm scripts to get all Documents & Emails from a Sale with Links for Download the Document & Emails, but I don't find any methods for this. Thanks for Helps.
Jianchun You
Emne:
Sales management
Seneste svar
ok, i try to get this list with SearchEngine.
by Jianchun You
How to catch Error Message from crm scripts
Hi, I have implemented Logic for Sales in a long crm scripts, By Running the Logic it posts me Error Message: the entered number is not a valid number: This Error Message was not defined by me in scripts. It comes then next Message with "OK to create order in SAP", this is my Message for positive Confirmation, that means the Logic go on runing after that Error Message. Could someone tell me how could I catch this Error Message in crm scripts? Thanks a lot!
Jianchun You
Emne:
Sales management
Seneste svar
Hello Jianchun, We always recommend developers use try/catch when writing code, and you can elevate your developer experience by adding the logging helper-method to produce logs that are easier to navigate through. Example usage: #setLanguageLevel 4; #include "lib-log"; //This is the log-helper-method-library, but you can include this in your code directly if you want String mainMethod(){ return "foo"; } try { String bar = mainMethod(); } catch { printLine("Exception caught: " + error); printLine("...at " + errorLocation); log(406, 5, "Exception caught: " + error, "...at " + errorLocation); // Uses the logger-method from the include } The try/catch will mean your code will no longer crash, and you can catch the error and/or even implement notifications. I also recommend you look at the option to activate trace on your script, but check the box "Only save if there is an unhandled exception" and use `forceSaveTrace(true)` in your catch-block. Have a SUPER day! //Eivind
by Eivind Fasting
Full text search or "multi key word search" in requests / tickets
Hi, I want to know how to perform a full text search on requests in SuperOffice. The "Full text search" box in the upper right will only search within the subject of a request, but not within the content of the mails or comments. But this is what I want to do. My current workaround is to use the "find request" feature and add the "content" attribute as a criteria. But if I try to search for multiple words this does not work. I can only add "content" once ... so no AND based search can be created. Is there a way to to a search inside of the content with multiple key words. Thanks in advance for your responses. Kind regards, Thomas
TH
Thomas Hertwig
Emne:
Service management
Seneste svar
Hi Thomas, try logging into the community page for bugs and wishes and then try checking the bug shared previously by Bas.
by Povilas Bikmanas
Email-Filter to prevent automatic reply about Out-Of-Office Mesasge
Hi, I want to write Email-Filter to prevent automatic reply of Customer about Out-Of-Office Mesasge in our Ticketsystem: Subject:. (Automatische Antwort|Abwesenheit). But it also blocks the Email Subject which operatively has the Word " Abwesenheit": My Question is, How can i set my Email-Filter accordingly to prevent out-of-office answers ? Many Thanks!
Jianchun You
Emne:
Service management
Automatically add customer to Case based on email "To:" field
Hi everyone, I'm seeking assistance in finding a way to automatically add a customer to a Case based on the "To:" address in an email header. Any guidance or examples would be greatly appreciated! Thank you!
JS
John Smith
Emne:
Service management
Seneste svar
Hi John, Could you provide us more information in this matter? When mentioning Case, do you mean a Request? Generally a customer is automatically added to the request through an incoming e-mail based on the From: address. And when sending an e-mail to the customer with To:, the customer would already be connected with the request.
by Gerard van de Castel