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Everything you need to know about the new SuperOffice UI

New Year, new SuperOffice experience: your resolution for better relationships.

01/14/2025

Your daily planning just got upgraded: Discover the new Diary

We're thrilled to introduce a new Diary experience. This redesign is part of our ongoing efforts to improve the functionality and user experience of the whole CRM. But why, and what exactly is changing in the new Diary? Let’s dive in.

01/14/2025

SuperOffice Copilot: AI for smarter business

Your smart new assistant is here!

01/14/2025

How to replace the Reporter feature

Get insights into how you're using Reports today and use this into new ways of creating reports in SuperOffice.

11/19/2024

Product Roundup October 2024 | Latest on Flows, Service updates, and what’s coming next

This Product Roundup covers the latest updates and improvements, including: - Follow-up dialog: A new way to register activities. - Column calculations: Perform calculations like sum and average directly in columns. - New SuperOffice Service: Enhancements and updates since the initial release. - Pilot program updates: Insights on Copilot, Custom Objects, and other ongoing pilots. - Flows for Marketing Premium: Discover the new automation engine designed to elevate your marketing. Plus, get a sneak peek at what’s coming next! Learn more about Flows for Marketing Premium here: 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/!

11/06/2024

Latest forum posts

  • Hi We really like the new service and the capabilities to connect everything way better than before. There is however one thing that is a struggle, we often need to work on our laptops and here it seems like the screen isnt really utilized and this has not changed with the new UI update. The problem is that the "request properties" in the right side take to much room and likewise the top bar since we have it displaying important additional information. I'm wondering if there is a method to be able to show / hide those 2 displays to get more rom for working with the content of the case?   Also, are we the only ones with this problem?   Best regards Ole  

    17 Feb 2025 | 11:50 AM
  • Hi Terry, If "Company - Country" is your only criteria, then your selection results will be one of only companies. If you would like to see all contacts (persons) then you need at least one contact criterium. This could be "Contact - Full name starts with % ". And as Øivind mentioned, there are 2 E-mail columns, one for company and one for contact. Make sure to add the Contact - E-mail column if you want to see the e-mail addres of the contacts.

    10 Feb 2025 | 10:08 AM
  • Yes, we use that to get content from office, into SuperOffice, but I don't think (and cannot see in that documentation) anything about restoring the functionality of sending documents stored on Superoffice via email in the same way.  Have I missed something?

    23 Jan 2025 | 11:13 AM
  • Hi, thanks for your answer

    10 Jan 2025 | 10:36 AM
  • This is a bug, see: Export to Excel - "Service Tags" are not exported properly and Tag IDs exported to MS Excel shown in column as number not text Sadly, there is no easy workaround available. Only solution here would be to create a custom field on the request and fill that automatically with the names of the linked tags, but that would require a consultant.

    10 Jan 2025 | 10:16 AM
  • You can use soprotocol: links to open stuff from SuperOffice using a navigator button, if you want to open something outside SuperOffice in the same window, that is not possible.   

    10 Jan 2025 | 10:05 AM
  • Is there any way for me to create a Web GUI that is visible as a navigator button, that changes the url of the current window? The default behaviour is to navigate to the specified url in a new window, but I would like to change my current one instead. 

    19 Dec 2024 | 03:03 PM
  • Hi Betina, Also note that in the Admin client we have a setting for which user "Roles" are allowed to add new tags directly in the user interface, without using the Admin client (Settings & Maintenance). You may want to restrict access for standard users to be able to create new tags on their own directly in the user interface. Maybe users should only be able to suggest new types of Tags, and then an system administrator creates the new Tags directly in the list...

    19 Dec 2024 | 11:59 AM
  • Working flawlessly (for now :) ). Thanks a lot David!

    18 Dec 2024 | 04:13 PM
  • Upload Bluesky Icon as additional option in social media buttons for footers in newsletters, etc.

    17 Dec 2024 | 10:50 AM
  • I need to be able to access a SQL Table in another database which I was told I can not do in CRM-script. Which is why I was looking for alternative methods and was just going to go straight SQL instead. We will never migrate to SO online as we have way too many customizations and the SO database is tied very closely to another in house DB. So not worried about that ever. I think this solved it for me once I make these changes. Thank you, Jeff

    12 Dec 2024 | 08:45 PM

Active forums

  • Ole Ejlersen Service management 02/17/2025 mode_comment 203
  • Gerard van de Castel Core CRM features 02/10/2025 mode_comment 173
  • Susan Laugaard Hansen Setting up and administrating Service 12/19/2024 mode_comment 154
  • David Hollegien Settings and maintenance 01/10/2025 mode_comment 137
  • Bas Kreijveld Custom Objects 12/18/2024 mode_comment 73
  • FR

    Sales management 01/10/2025 mode_comment 62