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Introducing Flows for SuperOffice Marketing: Nurture Relationships, Drive Growth

Transform your approach from chasing leads to nurturing lasting relationships. With our new Flow Builder, you can automate turning existing customers into growth drivers and make every interaction count. Discover Flows for SuperOffice Marketing in this video—the new automation engine that engages customers at every step of their journey. Nurture relationships, drive revenue, and make the most of every opportunity. Coming soon. Sign up and be the first to get updates. https://www.superoffice.com/content/crm-marketing-premium/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

09/19/2024

Introducing the improved Follow-up experience

The SuperOffice Diary, more than a calendar, is your key to efficient time management and robust communication tracking. In the latest update, we've enhanced the Follow-up dialog to streamline the creation of appointments and tasks. Discover how.

05/21/2024

App-ify your SuperOffice with GetAccept

GetAccept: Streamline Agreements and Close Deals Faster! Tired of chasing signatures and wasting time on approvals? GetAccept by SuperOffice is here to revolutionize the way you close deals! Get started today! Visit the SuperOffice App Store to learn more about GetAccept. https://appstore.superoffice.com/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

05/02/2024

How SuperOffice CRM helps you grow with your customer base

Get the most out of your hard-earned customer relationships with SuperOffice CRM. In this video, you will learn how SuperOffice empowers your team to build lasting relationships with customers. See how adopting a data-driven approach to upselling and cross-selling provides the right offer to the right customer — at the right time. Visit https://www.superoffice.com/Sell-more-to-customers to learn more. ------------------------ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/18/2024

App-ify your SuperOffice with Synchronizer

Keep Your CRM Data in Perfect Harmony. Say goodbye to data silos with Synchronizer by SuperOffice! This powerful app ensures your CRM data stays perfectly in sync, no matter where it's from. Stop wasting time managing data! Watch this video to see how Synchronizer can keep your CRM data flowing smoothly. Get started today! Visit the SuperOffice App Store to learn more about Synchronizer. https://appstore.superoffice.com/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

03/15/2024

Latest forum posts

  • Hi Beata, if a customer has development tools so you can actually write CRMScript, it also means they also have the subscription needed to create  custom apps  and you can use the WebAPI directly:  https://docs.superoffice.com/en/api/netserver/bulk-operations/index.html https://docs.superoffice.com/en/api/netserver/search/odata/index.html It's a lot faster since the CRMScript code actually gets translated into the same archives behind these API calls when executed https://docs.superoffice.com/en/api/netserver/search/odata/index.html Other benefits of using the APIs instead of the CRMScripts: If it fails you will see the exceptions linked to your apps credentials inside the developer portal: https://docs.superoffice.com/en/developer-portal/analytics/failures.html You are not limited by the 2 min timeout we have on CRMScripts running in our Online environment. More info on what you can do with CRMScript and its limitations:  https://docs.superoffice.com/en/automation/crmscript/overview/crmscript-usage.html

    2 Oct 2024 | 07:50 AM
  • That also doesn't work, bug probably isn't published externally.

    26 Sep 2024 | 11:40 AM
  • Hi Samuel, Thank you for your suggestion. This works smoothly - all SuperOffice reminders are now without sound on my PC.

    26 Sep 2024 | 10:45 AM
  • Have you ever felt stuck or needed assistance with the text in an activity dialog or a request in SuperOffice? You can now find a new sparkle button in the editor that offers text features for creation and editing.  Access SuperOffice Copilot to receive help with your follow-up text. This tool speeds up your tasks and improves accuracy. You decide the content and style. Influence the results by  correcting and  adding text, requesting shorter responses, selecting styles, or rewriting your text. ✨ in the Follow-up dialog  ✨ in the Requests editor No more copying and pasting. Access help directly where you need it. This exemplifies generative AI at its finest.

    25 Sep 2024 | 09:41 AM
  • For anyone who might have the same issue, I came up with this solution as a workaround. Make a CRMScript that saves the custom object ID as a session variable using "setSessionVariable()" and immediately redirects the user to a browser panel (on the SuperOffice button). Call it by using "/blogic.fcgi?_sf=0&action=doScript&id=xxx?customObjectId=1". (a good idea would to have a separate parameter for the custom object  name so it can be used for any custom object, but i didn't do that here). #setLanguageLevel 4; // Save object ID that we want to open String customObjectId = getCgiVariable("customObjectId"); setSessionVariable("openCustomObjectId", customObjectId); // Then redirect to web panel that shows a CS Screen that will pick up the session variable: setVariable("url", "https://online.superoffice.com/CustXXXXX/default.aspx?browser.displaycustomobject");   Make a CS Screen that picks up the session variable we just stored, and use ClientCrossMessaging to display to the custom object. Display the screen as a browser web panel. In this way, the user has clicked a link -> CRMScript redirects them to a blank web panel -> The custom object dialog opens outside the web panel.   Edit: I originally tried to include some more code examples, but the code blocks really didn't like the HTML sections, so I removed it.

    20 Sep 2024 | 11:40 AM
  • 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.

    16 Sep 2024 | 11:15 AM
  • Hi Eivind, i don't know the Version. We are using the online3.superoffice.com website.. I need to use the € in my code, to check a passsword. Wenn you debug your code, at line 4, you must have the 0x20AC, can you check it ? I use #setLanguageLevel 3; and you 4, that can be the difference ? Thanks Fabrice

    13 Sep 2024 | 05:31 AM
  • I also are looking forward to the new version. I recently experienced the same problems as David for a custom object solution I built for a customer in June that stoped working as expected after the last upgrade. I have been worried since then but I now feel more relaxed since the next version is coming soon. A lot of consultant have built quite advanced customer solutions the last decades and we are not afraid of having to rebuild things to make them work similar as before (and hopefully better). So just make sure we don't lose to much import stuff when you are buildning the new items in SCIL etc. We have all been able to do lot of magic tricks with our old service that we are not able anymore at the same level with components in new service/Custom object. Great customizatuons are often the things that will make our customers be happy and stay with us for a long time.  

    11 Sep 2024 | 03:00 PM
  • Hi,  In 10.3.1 the email search was optimized, see Improve recipients search performance , possibly this was also fixed, you could try by upgrading to 10.3.3.? 

    11 Sep 2024 | 09:58 AM
  • Some companies sell products that are assemblies.  In context assembly means that you have a main component, (always), and, that you on top of that, have several optional parts (some that are mutually exclusive - but set that aside for the moment). when entering products in the quote calculator itself, these parts have a price, and the combined assembly will then have a total price. However, the quote document should ideally have the main component as item one, ideally with a larger font, and the parts should be listed below in a separate section, possibly with a smaller font/colour, or some other type of visual to separate the parts from the main assembly,  and the price should be a total (turn key) price. Is the only way to do this, only possible using conditional formatting in word in the template itself, ie IF product type = MainComponent, then: etc or is there something in SO that can be used.  Are there some examples that anyone can share.?  

    5 Sep 2024 | 02:40 PM
  • Thanks for the question, Mats. - it can be a bit trickey to see the AI option in SOFO at first :) The feature is in under "new company" - you see it when you click "create new company" - hidden away at the bottom: Once you are in the "add new company" dialog - AI tries to identify the correct values for the fields - based upon info in the email you archive:

    16 Aug 2024 | 10:28 AM

Active forums

  • David Hollegien Service management 09/26/2024 mode_comment 191
  • Margrethe Romnes Settings and maintenance 10/02/2024 mode_comment 125
  • Susan Laugaard Hansen SuperOffice add-ons 09/26/2024 mode_comment 115
  • Espen Steen Custom Objects 09/20/2024 mode_comment 67
  • NG

    Users and user right management 07/31/2024 mode_comment 39
  • Frode Berntsen AI Lab 09/25/2024 mode_comment 15