Find answers. Get support. Join conversations.

Hi Ole. Thank you for your question. If you already have a Sandbox / Test env . - then the best way is to use this env.'s name when signing up in the "company - name" field in the sign-up form : - if your're unsure the company name is unique (don't differ from the prod env.'s name) - add "CustIDXXXX" with your test env.custid in the "company - name" field. If you don't have a Sandbox / Test env.  - you may buy your own CRM Online sandbox (test) tenant in production based on a copy of your production data: https://docs.superoffice.com/en/online/sandbox/index.html How do I get one? To buy your own CRM Online production sandbox, please contact your local sales representative or fill in  this form . 

The moving of Knowledgebase is not working in CRM. The Statistics should also be moved to CRM.

Thanks - the developers will look into the wish, - it looks like there is a need for a templatevariable to overcome this. When it comes to the naming, they say they will stick to using the name that is on the entity, and that is EjMessageId :)

Hi Ole. Thanks for reaching out :) There is no change to the customer portal at all with enabling New Request Management - and will work exactely as before. - the only change is on the agent-side related to customer portal  - where currently there is not direct access to manage customer-portal-users username and password. This will come. 

We have now opened the possibility to enable this feature also for our onsite customers!   Who can join the pilot program? * CRM Online ( 10.1.7 or higher) * CRM Onsite (10.2.1 or higher) (add FeatureToggle x 2 = ConfigurableProject, ConfigurableSale) * License: Development Tools For users to be able to access the screen designer feature in admin, the customer must have the Development Tools license.   How to enable the feature? You need to add 2 FeatureToggle s:'ConfigurableProject' and 'ConfigurableSale'

I understand that in the long term this would not be the preferred solution, you want a replacement for the current way to create custom screens. But it would be a great 'stop gap' to be able to get as many customers (especially more advanced once's) to use the new request management screens in CRM while still being able to use the custom screens that have been build around there ticket processing process.

Note that a 'duration' field has been added to the relavant archives (10.2.1 version for OnSite). Thank you anonymous person from R&D for reading along ;)  

We, Amesto Solutions, have a prgram we call Phone Integration. I am not certain but I think that it will be able to connect via what we call generic protocol, to your Cloudya-Desktop app and react to incoming call, and show the name as well as a few buttons to create appointments and show company/person data etc., as well as making outgoing call straight fom SuperOffice by pressing numbers. And we are talking about SuperOffice web. Please contact Søren Lyster soren.lyster@amesto.dk 

Examples on how to recreate Service-items, configurations and customizations 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'        

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

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 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. Sign-up​ as Pilot Join the Pilot Program for Request Management - include custid / unique tenant-name in sign-up-form if needed. 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