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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Thank you. Lot's of useful information here. It turns out my first attempt had missed that I needed the x_contact_id as part of the path. After looking at the available columns, it was a trivial fix.
1 h, 27 m ago | 10:21 AM -
Helene Frenning HansenStaff
10.3.3 OnSite Hotfix2 will be released today, the current download will be replaced. This issues are fixed: 56433 "Sale activities do not appear under correct sale - Onsite 10.3.3" After upgrade to latest Onsite hotfix, a flush of cache in the database must be done once to resolve the issue for those already experiencing this: 1) Upgrade 2) Flush by typing in flush after the site url in the browser, press enter: https://domain/website/default.aspx?flush
1 h, 55 m ago | 09:54 AM -
MT
Mikko TillikainenPartnerIs it possible to limit size of attachments in Customer Service? Our customer's smtp-mailserver doesn't support sending files larger than 20MB so it would nice to show some error upfront.
2 h, 40 m ago | 09:09 AM -
Tony YatesStaff
Hi Vidar, I can't confirm is this issue is related to Bug ID: 34693 , but there was some issues with TicketMessage that was fixed in 10.1.8. Best regards.
16 Apr 2024 | 08:39 AM -
Did you find a way? I gave up and created a database table to keep track of when users last read a message.
15 Apr 2024 | 12:00 PM
Technical blog posts
Amesto’s fantastic duo of apps 🙌
Visualize Your SuperOffice CRM Data with Amesto Insights Amesto PowerBI seamlessly integrating SuperOffice CRM data into Microsoft Power BI. This powerful tool allows you to visualize and process your CRM data within Power BI, offering a model for creating reports and a set of six standard reports. These reports, from "Startpage" overview to specialized reports like "GDPR," offer insights into sales activities, contacts, tickets, and customer engagement. Furthermore, the flexibility to customize these reports or create new, tailored ones ensures adaptability to specific business needs. Phone Integration: Effortless Communication Amesto Phone Integration bridges your telephone system with SuperOffice CRM, simplifying and optimizing your daily routines. When a call comes in, this app instantly leads you to the relevant contact card, enabling quick access to vital information. You can initiate CRM activities, support cases, or calls directly from SuperOffice CRM, removing errors and enhancing efficiency. By seamlessly connecting communication with CRM data, Phone Integration ensures a smoother workflow and better customer interactions. Amesto Insight and Phone Integration offers data visualization and communication, reducing silos and enhancing operational efficiency. With Insight, you gain reporting capabilities, while Phone Integration streamlines communication workflows, ultimately saving time and minimizing errors. Both tools work hand-in-hand to empower businesses with a clearer view of their CRM data and smoother communication processes. In conclusion, if you're seeking to unlock the full potential of your SuperOffice CRM, Amesto Insight and Phone Integration are invaluable assets. These tools aren't just about features—they're about simplifying your work life, increasing productivity, and ultimately enhancing your business's effectiveness. Go to the SuperOffice App Store and check these apps out.
Tisha BernadinaSuperOffice 11 and 12 Overview for Partners
Technical Upgrades Overview for Partners We are pleased to unveil the upcoming technological evolutions in SuperOffice versions 11 and 12. Our goal is to ensure that our partners are well-informed and prepared to use these advancements, enhancing both the development experience and the end-user solutions you create. Technical Enhancements in Version 11 Async/Await Integration: We're fully integrating async/await paradigms across NetServer , enhancing responsiveness and efficiency. This shift helps non-blocking I/O operations, significantly improving the scalability and performance of integrations and custom solutions. Dependency Injection Adoption: With the implementation of Dependency Injection (DI), we're promoting loose coupling and improved testability within our architecture. This allows for more maintainable code and eases the integration of unit testing, easing a more robust development process for your custom solutions. Removal of Legacy C++ Code: Transitioning away from C++ to a more modern, unified .NET approach simplifies our stack and reduces complexity. This means a cleaner, more consistent development environment and the elimination of outdated dependencies. Implications for Version 11 Development Prepare for a significant shift in how you interact with SuperOffice back-end systems, particularly through the enhanced async programming model, needing updates to existing integrations or custom solutions. Plan for adaptations in your development practices to accommodate DI, leading to better separation of concerns and more testable code. Adjust to the removal of C++ components, understanding that all SuperOffice functionalities will now be accessible through a harmonized .NET-based approach. End of life components: Reporter and Reporter Studio SoAdmin.exe Travel Gateway ServerSetup and DbSetup Advancements in Version 12 .NET 8 and ASP.NET Core Transition: By moving to .NET 8 and ASP.NET Core, we're not only embracing the latest in performance, security, and development features but also ensuring cross-platform compatibility, from Windows to Linux and containerized environments. From WCF to RESTful APIs (Application Programming Interface) : Aligning with modern web standards, we're transitioning from Windows Communication Foundation (WCF) to comprehensive RESTful APIs, streamlining data interchange and integration with third-party services. However, ERPSync and Quote connectors will remain as WCF (SOAP) APIs. Database Mirroring will al so remain as a WCF-based (SOAP) API. Authentication and Authorization Modernization: Updating our authentication frameworks to align with current best practices using ClaimsPrincipal , providing more secure and flexible authentication mechanisms that can easily integrate with your existing systems. What Version 12 Means for Partner Developers Transition any existing onsite solutions, including all plug-ins, away from NetServer packages to SuperOffice.WebApi . NetServer packages will be deprecated in version 12, and all new development must be based solely on REST API's. Transition any existing WCF-based integrations to RESTful APIs, ensuring your solutions stay compatible and take advantage of more standardized, modern communication protocols. Update your security practices in line with the new authentication mechanisms, ensuring that your applications stay secure and integrate seamlessly with SuperOffice's updated security model. No API (Application Programming Interface) plugin support, including sentry, document, archive and MDO providers, etc. Will this affect me? As long as your integrations uses the REST APIs ( or SuperOffice.WebApi nuget package), your integration should not be affected. Database mirroring applications are unaffected by the upcoming changes. We are hosting a webinar that focuses on the breaking changes pertaining to the SOAP proxy client and onsite libraries, SuperOffice.NetServer.Services and SuperOffice.NetServer.Core respectively, as well as other onsite technologies. Collaborating for Success We are committed to supporting our developer community through these transitions. In addition to detailed documentation, migration guides, and support to ensure a smooth adaptation process, we look forward to the webinar where you can hear in-detail what our plans are, and get all of your answer questions. Sign up for the webinar today!
Tony YatesEnd of life - Microsoft 365 Document Integration (Sharepoint v1.0)
This is a formal announcement of End of Life for our Microsoft 365 Document Integration ( Sharepoint v1.0). This is a feature that only has been available for Online customers through our Appstore . You can already now migrate to our new application SharePoint Documents 3.0 that is the new and improved version for handling document integration to SharePoint . We will end our support effectively from 2024-09-01 . After this date you are not able to create new documents from SuperOffice until you have migrated to the new version . What is Microsoft 365 Document Integration ( Sharepoint v1.0)? It is an application that have provided customers with two features. First it has enabled customers to login with their own IDP , Office 365, for au thentication with the user’s email address. Secondly it has offered CRM Online customers the possibility to use Office365 SharePoint for document management in SuperOffice. U sers have been able to create and edit documents from any computer without a local Office package installed . What does this mean for you as a customer? You have to migrate to our new features for logging in with your IDP and integrating the document storage with SharePoint. Super ID will let you use your own IDP for logging into SuperOffice . SharePoint Documents will let you store your documents in SharePoint. This is our new and improved app that will make you more efficient. If you would like to migrate your documents to the new solution, we have a guide that will help you with that. Migration guide We recommend that you reach out to your SuperOffice consultant to discuss how you should migrate in the best way based on your situation and configuration . If you are unsure a bout who to contact, you can always get in touch with our Support team through support@superoffice.com to get guidance and contact details to the local consultant team. Reasons for announcing End of Life are as follows: The app is built on technology that is deprecated by Microsoft. We would like to emphasize that we have created a new and better integration to SharePoint that you can migrate to , without any licence cost, and enjoy a better user-experience. The old app also has some design aspects that aren’t perfect for a lot of customers. In the old app t he SuperOffice Archive and the SuperOffice Template folders need to be located on the Root of the SharePoint site, and not as a sub-site or a virtual site, which means all Microsoft 365 users need minimum read access to Root of the SharePoint site. The old app requires extended access rights to run custom scripts, this is usually not according to today’s best practices for IT security.
Mikael MånssonDeveloper Portal – 1.18 Release
Hello, SuperOffice Developers! We are excited to announce the first release of 2024! In this release, we have introduced a new feature that allows partner administrators to add their own users to their organizations. Adding own users You can now navigate to the User section on the Partner page and add your own users. In this way, Partner members with User rights can add users that share a common tenant in production . You can find more information in the add users in SuperOffice docs , Apart from this, we have also improved the drag and drop functionality across the developer portal. Now you will have a seamless experience when you use the drag and drop functionality. Additionally, we have implemented a framework update and enhanced security measures to deliver a more robust and up-to-date secure service for all users. Last but not least, we have addressed and resolved several bugs to ensure a smoother user experience for both Developer Portal and App Store users. Thank you for using the SuperOffice Developer Portal!
Chamal Asela PereraDeveloper Portal – 1.17 Release
Hello, SuperOffice Developers, We are super excited to announce the last release of the 2023 for all of you. In this release, apart from fixing few bugs and, we have introduced a new application widget for all of you. Customer Authorization Widget Partners can see the total number of new customers for given application in selected time range. Partners and SuperOffice employees can see the latest applications with authorizations. You can add the widget to the landing page by following the usual process of adding widget. You will now see a new widget ‘New Customers’! Click on ‘Add Widget’ button to add this to the landing page. Once added, the widget by default displays new customers from the last seven days. Selecting the time filter, provided in the drop-down menu, you can change the time range. Please note that only the standard applications are listed down in this widget. In addition to this, we have also introduced a new filter on Customer ID in the API metrics page. This filter helps you to identify which customer have the high API calls in given duration when partners have many customers. Apart from this, we have updated our internal libraries to give all of you a secured developer portal experience. Highlights from our previous releases In case If you have missed it, we added some other fantastic features over the past couple of months. Introduced a way to preview the latest changes made for partner profile and app profile changes in App store. You can now preview the changes made for SuperOffice Development environment. Improved the image uploading experience by providing the option to crop and resize the images when the images are not in correct size. Introduction of Messaging centre - organizations are now able to view the messages related to their applications received inside the Developer portal. Improved validation messages when publishing an application. Sidebar navigation menu now supports a collapsible menu, allowing more spaces to viewing details – including a new set of icons both in the navigation menu and the Create Application wizard. Thank you for using the SuperOffice Developer Portal! Merry X’mas and Happy Holidays! 🎅🎁🎄
Chamal Asela Perera