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Latest Forum Posts

  • Hi,  How can I call a crmscript (it give me JSON back) without login. We are on the cloud superoffice. I have a script, wenn a call with blogic.fcgi in a private browser, the loginmask are showing. Wenn i call with customer.fcgi i did nothing. Could you help me ? Thanks

    01-27-2023
  • How to migrate from SuperOffice Service to SuperOffice Request Management? This article will walk you through how to migrate from using SuperOffice Service to SuperOffice Request Management Potential breaking changes  for some existing SuperOffice Service customers!​ You need to assess if your tenant is suited for migration before signing up! - Service Dashboard reports needs to be re-created *​ - Service Selections in Service needs to be re-created *​ - Customizations in Service (from the simple to the  complex) needs to tested/adapted/re-made **​ - Custom entities w/ Service Selection – no current solution, need to wait​ * Can be done up front, before 'Request Management' is enabled​ ** Support for using different screens for handling requests in 'Configurable Screens' is only available after 'Request Management' is enabled​ Evaluate if you qualify​ Go through: Requirements Check-list for 'Ready to be a pilot?' Effect of enabling the pilot feature in what-is-request-management Preparations before pilot sign-up​ Prepare need steps that: need to be configured recreated in SuperOffice CRM See examples below in this article. There might be some changes you cannot prepare until after activation of 'Request Management' is in place. Ie. Configurable Screens / 'Screen Designer' for 'Preview of Request' screens. Are all Service-users able to work  during the manual-migration- process-steps? Do you have a plan for it? Are the users informed? A Sandbox environment (clone/copy of your production env.) could be a great tool to use for evaluate and prepare for such a change. You may sign up to the Pilot Program for your Sandbox only. Prepare after pilot sign-up​ Is there a need to use 'Screen Designer' for changing 'Preview of Request' screens? ​Custom Screens needs verification of what kind of screen it is – to be able to determine if it is possible to re-use​ We do not support using different screens for handling requests outside what 'Configurable Screens' offer​ You are NOT able to create the entire ticket view from scratch. ​ You are however able to configure what fields you think is important to your user group ​ With DevTools you can:​ use Scripting to add business logic on Triggers or ​ add buttons that executes workflows and so on​ Screen Designer / Configurable Screens: Requires license: Development Tools Onboarding users and processes​ Are any of the work-flow and processes affected – and needs manual changes? Use Plase give your feedback to our Pilot Program​: How did the migration go?​ Which obstacles did you face? How did you solve it? How do you find the new Request Management feature to use?​ During the Pilot Program, you may go back to how you had it, if you like to. Send an emil to pilot@superoffice.com (note: some changes made during pilot may not be supported in the old Service-client) How can you give feedback? We have several ways for you to give us feedback during the pilot testing: Pilot Forum  – 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 RnD resources. The pilot forum is only available to you when you have joined our pilot program. Feedback form  – 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  – 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 don’t want to post on a forum Examples on how to recreate in SuperOffice CRM   Service Dashboard reports needs to be re-created  Dashboard: Service Dashboard: Old way   Via CRM Dashboard ​       Selections in Service needs to be re-created Via Service (old way):  ​ Alternative 1: via 'Find Request' Alternative 2: via 'Selection'​   Customizations needs to tested/adapted/re-made​ ​Web Panel Service: Old way​       CRM Admin: New way ​     ​Task items Service: Old way       CRM Admin: New way ​ ​     ​ ​Triggers   Service: Old way ​ ​   CRM Admin: New way​       Custom Screens Custom Screens needs verification of what kind of screen it is – to be able to determine if it is possible to re-use​ We do not support using different screens for handling requests outside what 'Configurable Screens' offer​ You are NOT able to create the entire ticket view from scratch. ​ You are however able to configure what fields you think is important to your user group ​ With DevTools you can:​ use Scripting to add business logic on Triggers or ​ add buttons that executes workflows and so on   Configurable Screens – Preview of Request: Layout only per 'User Group'         ​

    01-26-2023
  • What is it? SuperOffice Service - remade​: Merging service to the core of SuperOffice CRM​ Providing one CRM interface​ Improving navigation​ Increase productivity​ Simplifying the experience​ … all to increase user adaption Read more in What is 'Request Management'? Who can join the pilot program? For the first phase (10.2.1) this program will be primarely for Test-tenants, Demo-tenants and Sandbox-environments. Then we will introduce it to customers new to SuperOffice Service. Support for existing customers in production who need to migrate from Service to Request Management will come later (10.2.2 / around 14.02.2023) Currently, we are interested in hearing from customers who use: CRM Online 10.2.1 + demo/test/sandbox tenant You need to assess if your tenant is suited, as there might be potential breaking changes * User Plan: Service Premium, Service Essential or Complete Screen Designer / Configurable Screens: Request screens: Requires license:  Development Tools With DevTools you can:​ use Scripting to add business logic on Triggers ​ add buttons that executes workflows and so on​   Sign Up Potential breaking changes for some existing SuperOffice Service customers!​ You need to assess if your tenant is suited for migration before signing up! - Service Dashboard reports needs to be re-created *​ - Service Selections in Service needs to be re-created *​ - Customizations in Service (from the simple to the  complex) needs to tested/adapted/re-made **​ - Custom entities w/ Service Selection – no current solution, need to wait​ * Can be done up front, before 'Request Management' is enabled​ ** Support for using different screens for handling requests in 'Configurable Screens' is only available after 'Request Management' is enabled​ You can click  here to sign up now !. This pilot program will be handled centrally by the R&D Services team. Effect of enabling the pilot feature: The exsiting Service client will be replaced with the new Request Management (inside the CRM client) No change in the features available in SuperOffice Service Essentials or SuperOffice Service Premium plans​ No change in the pricing or packaging of current Service plans ​ Significant improvements in user navigation, user experience and overall productivity​ Potential breaking changes for some existing customers​ - You need to assess if your tenant is suited before signing up! Enabling 'Request Management' feature will change the user-process for all users using Service. The old/existing Service-client will only be available through a seperate direct link for adminstration-purposes only. During the Pilot Program, you may go back to how you had it, if you like to. Send an emil to pilot@superoffice.com (note: some changes made during pilot may not be supported in the old Service-client) How can you give feedback? We have several ways for you to give us feedback during the pilot testing: Pilot Forum  – 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 RnD resources. The pilot forum is only available to you when you have joined our pilot program. Feedback form  – 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  – 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 don’t want to post on a forum

    01-26-2023

Aktive fora

  • FR

    Service management

    Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.

    01-27-2023 mode_comment 96
  • Ulrich Klein Sales management

    Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.

    01-10-2023 mode_comment 40
  • Frode Berntsen Request Management

    SuperOffice Service - remade​: Merging service to the core of SuperOffice CRM

    01-26-2023 mode_comment 3

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