SuperOffice CRM Professionals
Experienced experts in SuperOffice CRM - those primarily responsible for the setup, configuration, maintenance of SuperOffice in an organization, as well as those responsible for the implementation of applications or integrations, or provide consultancy services as to how an integration should be implemented using current industry standards.
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LATEST FORUM POSTS
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That's brilliant David, thank you. I'll take a proper look at this tomorrow, but it looks pretty good. Thanks for your help on this.
12 t, 4 m siden | 06.00 PM -
Helene Frenning HansenStaff
Hi again! We are looking into the communication on adding and removing of featuretoggles. We'll anyhow continue to note changes in featuretoggles for the partnersites i SOD here.
5. mar. 2025 | 11.46 AM -
Tony YatesStaff
Update: The issue has been resolved. A new release is published on GitHub. The old project depended on a package that contained the complete WCF service fields (svc and cs), as well as web.config and transformations. The SuperOffice.Crm.Online.Mirroring package has been superceeded by a new package: SuperOffice.Online.Mirroring . The newer package does not contain the content or web.config transformation files, and is ready for .NETStandard 2.0 and .NET Framework 4.8. You can grab the content files on the sample project on GitHub. Please do let know if you experience any issues with the latest release! File any issues on the GitHub repo . Best regards!
4. mar. 2025 | 11.38 AM -
### Request 1 ### ### Set default values into a new ConsentPerson. ### POST /SuperOffice/api/v 1 /Agents/Person/CreateDefaultConsentPerson HTTP/ 1.1 Content-Type: application/json Accept: application/json ### Response 1 ### { "ConsentPersonId" : 0 , "ConsentSource" : { "ConsentSourceId" : 0 , "Name" : "" , "Tooltip" : "" , "Rank" : 0 , "Key" : "" , "MailTemplateId" : 0 , "Deleted" : false , "TableRight" : null , "FieldProperties" : {} }, "LegalBase" : { "LegalBaseId" : 0 , "Name" : "" , "Tooltip" : "" , "Rank" : 0 , "Key" : "" , "Deleted" : false , "TableRight" : null , "FieldProperties" : {} }, "PersonId" : 0 , "ConsentPurpose" : { "ConsentPurposeId" : 0 , "Name" : "" , "ConsentText" : "" , "FormText" : "" , "Key" : "" , "Tooltip" : "" , "Active" : 0 , "UpdatedDate" : "0001-01-01T00:00:00" , "UpdatedBy" : null , "Deleted" : false , "Rank" : 0 , "PrivacyStatementDesc" : "" , "PrivacyStatementUrl" : "" , "TableRight" : null , "FieldProperties" : {} }, "Comment" : "" , "TableRight" : null , "FieldProperties" : {} } ### Request 2 ### ### Updates the existing ConsentPerson or creates a new ConsentPerson if the id parameter is empty ### POST /SuperOffice/api/v 1 /Agents/Person/SaveConsentPerson HTTP/ 1.1 Content-Type: application/json Accept: application/json { "ConsentPersonId" : 0 , "ConsentSource" : { "ConsentSourceId" : 5 }, "LegalBase" : { "LegalBaseId" : 1 }, "PersonId" : 30336, "ConsentPurpose" : { "ConsentPurposeId" : 2 }, "Comment" : "" , "TableRight" : null , "FieldProperties" : {} } ### Response 2 ### { "ConsentPersonId" : 33455 , "ConsentSource" : { "ConsentSourceId" : 5 , "Name" : null , "Tooltip" : null , "Rank" : 0 , "Key" : null , "MailTemplateId" : 0 , "Deleted" : false , "TableRight" : null , "FieldProperties" : {} }, "LegalBase" : { "LegalBaseId" : 1 , "Name" : null , "Tooltip" : null , "Rank" : 0 , "Key" : null , "Deleted" : false , "TableRight" : null , "FieldProperties" : {} }, "PersonId" : 30336 , "ConsentPurpose" : { "ConsentPurposeId" : 2 , "Name" : null , "ConsentText" : null , "FormText" : null , "Key" : null , "Tooltip" : null , "Active" : 0 , "UpdatedDate" : "0001-01-01T00:00:00" , "UpdatedBy" : null , "Deleted" : false , "Rank" : 0 , "PrivacyStatementDesc" : null , "PrivacyStatementUrl" : null , "TableRight" : null , "FieldProperties" : {} }, "Comment" : "" , "TableRight" : null , "FieldProperties" : {} } ### Request 3 ### ### Send confirmation email to the provided person, email address (id), using the document template. ### POST /SuperOffice/api/v 1 /Agents/Person/SendConsentConfirmationEmail HTTP/ 1.1 Content-Type: application/json Accept: application/json { "PersonId" : 30336 , "EmailTemplateId" : 5 , "EmailAddress" : maxmustermann@test.net } ### Response 3 ### { "Error" : true , "ErrorType" : "InvalidOperationException" , "Message" : "Cannot create directory \\\\***\\SO_ARC\\WebConnect\\2025.1 because a file already exists with that name." , "FriendlyMessage" : "" , "ErrorSource" : "SoDataBase" , "InnerError" : { "ErrorType" : "SoException" , "Message" : "Service call Person.SendConsentConfirmationEmail failed" , "ErrorSource" : "SuperOffice.Services.Implementation" , "InnerError" : { "ErrorType" : "Exception" , "Message" : "Error occurred at creating the physical document E-mail.somail" , "ErrorSource" : "SoDataBase" , "InnerError" : { "ErrorType" : "InvalidOperationException" , "Message" : "Cannot create directory \\\\***\\SO_ARC\\WebConnect\\2025.1 because a file already exists with that name." , "ErrorSource" : "SoDataBase" , "InnerError" : null } } } }
3. mar. 2025 | 05.19 PM -
Hi, I´m currently trying to run scripts when a SuperOffice form is submitted, (I´m using the Run CRMscript field on the form.) however when the script runs is the inputValues JSON empty and there are no values set. The trigger "Service: New notification request from form submission" gets the correct values and the contact does get created. Do i need to do something in order for the script to receive the correct eventdata? Regards Fredrik
3. mar. 2025 | 01.14 PM
Technical blog posts
Developer Portal – 2.0 Release
Hello, SuperOffice Developers! We’re excited to announce a UI upgrade for the SuperOffice Developer Portal in this release! This update brings a refreshed, modernized experience along with several new features to enhance usability and customization. Release Highlights Brand-New UI for the Developer Portal The SuperOffice Developer Portal has undergone a significant UI upgrade, aligning seamlessly with the latest SuperOffice 10.5 update. This redesign ensures a more intuitive, modern, and streamlined experience for developers. Customizable Profile Picture Partners can now change their profile picture directly within the Developer Portal. The portal supports PNG, GIF, and JPEG formats, with a minimum resolution of 128px and a maximum resolution of 512px (1:1 ratio). Unfortunately , a s part of this change, we n o longer use images from Gravatar for profiles on Developer Portal. On the bright side, the community website may shar e the same profile image in the future. New Settings: Dark Mode & "Remember Me" We’ve introduced two new Advanced settings for application configuration settings : Dark m ode s upport – Enable dark mode for a more comfortable viewing experience on the SuperId login page . Remove r emember m e – Native and Mobile apps do not typically use the Remember Me option during login, and therefore apps now have the option to remove the Remember me checkbox on the SuperID login page . These settings will be reflected when using SuperOffice CRM Online. Change Email Address and Phone Users can now update their email address within the profile section. This allows setting a preferred email for communication and correspondence purposes, independent of the login email. (Note: This email will not be used for authentication.) Additional updates As always, we’ve done a number of bug fixes and security enhancements to improve your experience. Thank you for using the SuperOffice Developer Portal .
Chamal Asela PereraDeveloper Portal – 1.30 Release
🎉 Announcing first r elease of the Year! 🎉 Hello, SuperOffice Developers - We are ready to announce the first release for this year Release Highlights Introducing the Event Logs for Partners From this release onwards, we are extending the event logs feature for Partner users. As a partner, you can now see “who-did-what-when" in the Partner and Application areas . Updates to the error reporting and u ninstall email setting With this release, multiple email addresses can be added to the reporting email s controls . Additionally, w e now allow partners to specify who should receive emails when a customer navigates to the installed apps section in the App Store, then selects the Uninstall button . T he Uninstall event on ly creates a request and sends out emails that each recipient listed in Uninstall reporting emails . T he r eporting email s user experience has also changed in the Developer Portal , providing a modern look and feel. The uninstall reporting emails may be set on each app under settings, or on the partner under settings . T he U ninstall reporting email s set under the partner settings will be used unless there is an Uninstall reporting email s set on the application settings . Changes to the create application wizard for ERP sync and Quote application Historically, the creation of a connector application defaulted to the Standard Application settings. B ased on trends , w e have enabled the creation of custom ERP Sync and Quote applications by default through the Create Application wizard. Additional updates As always, we’ve done a number of bug fixes and security enhancements to improve your experience. Unable to send report a problem from App store. Fixed a bug that prevented users from reporting a problem from the App Store. Thank you for using the SuperOffice Developer Portal .
Chamal Asela PereraDeveloper Portal - 1.29 Release
🎉 Announcing final release of the year! 🎉 Hello, SuperOffice Developers! We are ready to announce the last release for this year Release Highlights Introducing the Tenants management The T enant management section is a dedicated area for managing tenants across all development environments. It provides an overview of all tenants by partners and allows you to manage various aspects of their environments. Key features include: Tenants Overview User and site license statistics Status of the tenants Request additional tenants Request consultant access Request authorization Introducing the log feature for App store managers With this release log feature has been enabled for App store managers. This allows managers to view the actions performed within the Developer Portal and App store. Additional updates As always, we’ve made a number of bug fixes and security enhancements to improve your experience. New field Ticket ID : When you request publish a ticket ID is created that will be visible in the message center . We have now made this link visible for all published apps, partner profiles and configuration . A vailable on app configuration under advanc ed . For app store information under SEO and partner app store information under versioning. Mobile menu fix Resolved an issue where admin menu options were not available on the mobile menu. Thank you for using the SuperOffice Developer Portal . Have a nice holiday season and happy new year! 🎊
Chamal Asela PereraSuperOffice’s new UI design available for integrations
Hello integration community! I’m happy to announce something special we’ve been working on behind the scenes—a sneak peek at our brand-new UI design! Yes, the wait is over: we’re releasing downloadable Figma design files of our upcoming UI to our trusted partners and ISVs months before the official product launch. This early release isn’t just a visual preview; it’s a collaborative opportunity. We know that our partners and independent software vendors (ISVs) play a crucial role in extending the SuperOffice experience, and we want to give you ample time to explore, adopt, and align with our upcoming look and feel. Our design team has worked tirelessly to create a modern, user-friendly interface that enhances usability and reflects SuperOffice’s commitment to an intuitive, efficient CRM experience. By making these Figma files available, you get the inside track on how our UI is evolving. Now, you can jump right in and start experimenting with the elements, layouts, and components that will soon define SuperOffice CRM. Why We’re Sharing Now We want you to be as excited as we are about this transformation! Early access to the Figma files means you can begin adapting your integrations and custom solutions right away, ensuring a seamless fit when the full UI launches. We’re confident that the new design will elevate the experience for both users and developers by providing a fresh, cohesive style across the SuperOffice ecosystem. What’s Included in the Figma Files Our Figma files include detailed sketches of core components, color palettes, fonts, and navigation elements. Each piece is crafted to help you envision and adapt to the new look as you integrate your features. You’ll find: Core Design Components: Preview all the essential design pieces that make up the new SuperOffice UI. Color and Typography Guides: Align with our branding for a consistent, polished appearance. Navigation Patterns: Familiarize yourself with the updated navigation flow to enhance user efficiency. How to Get Started Downloading the Figma files is easy! Simply download the files . Once unzipped, you can start reviewing the content and begin adapting your applications to match the future SuperOffice look and feel! Thank you for being part of this journey as we elevate SuperOffice CRM to a new standard. Together, let’s create the next level of CRM user experiences! Stay tuned for more updates, and happy designing!
Tony YatesDeveloper Portal – 1.27 Release
Hello, SuperOffice Developers! We are ready to announce the 1.2 7 release for the Developer Portal ! Release Highlights Improved ‘App Store Information’ and ‘Partner’ page To simplify the configuration process in the Developer Portal, we've enhanced the App Store Information section. The tabs have been reorganized to reflect the structure of the actual App Store, making it easier for users to map and update content efficiently. We've also redesigned the Partners page layout. If you manage fewer than 8 partners, you'll notice an improved design that simplifies navigation and enhances usability. Additional updates As always, we’ve made a number of bug fixes and security enhancements to improve your experience. Based on your feedback, we’ve also updated the Uninstall Application feature in the App Store: The Uninstall button will now only be visible to logged-in users who are admin users of the respective tenant. We’ve refined the text in the Uninstall Application modal to eliminate any confusion for users. Thank you for using the SuperOffice Developer Portal!
Chamal Asela Perera