Forums for users and administrators

Learn and share knowledge with your peers in the SuperOffice community.

Getting started with SuperOffice forums

Learn how to get started with SuperOffice forums, how to create posts and replies.

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Welcome to Forums! Let´s get acquainted

Welcome to forums, let’s get to know each other. Please introduce yourself and meet other forum participants.

Meet our Forum Team
By: Hans Chr. Grønsleth
16 Dec 2021

Set yourself for success

Learn how to create a Help Center user, post a great question, share a solution to a problem, and find an answer to your question.

How to ask a great question
By: linap@superoffice.com
12 Oct 2021

User forums

Did you get stuck with your task? Do you need help using SuperOffice CRM? Did you find a creative workaround for a task you couldn't accomplish? This is the place to post questions, share tips and workarounds and help others.

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Core CRM features

Let's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity.

Fehler Feld "Ausgeschieden" & Hinzufügen von Kontaktdaten
By: Pascal Felten
30 Nov 2022

Sales management

Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.

create new sales without automatically associated Project
By: Tony Yates
28 Nov 2022

Marketing management

Let's talk about customer segmentation (selections), communication campaigns (mailings), tracking marketing results.

How to edit/delete 'Recipients sources' in a 'Form response'?
By: Pär Dehlin
17 Nov 2022

Service management

Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.

Ticket tags how to pick up via mirror DB?
By: David Hollegien
30 Nov 2022

Mobile CRM

Let's talk about using SuperOffice CRM on mobile devices.

Chat agent in Mobile CRM?
By: Samuel Holmström
21 May 2022

Administrator forums

Did you get stuck with the setup of SuperOffice CRM? Do you need inspiration on how to automate the work process or simply get more of your solution? Here is the place to post questions, share tips and workarounds and help others.

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Users and user right management

Let's talk about user setup, data access and functional rights management.​

How to allow a user access to CRMscript and nothing else in the admin application
By: Povilas Bikmanas
1 Nov 2022

Settings and maintenance

Let's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.

Service/Inquiries: How do I correctly set up a Macro to work only IF a certain condition inside the inquiry is true?
By: Donatas Sasnauskas
13 h, 8 m ago

Setting up and administrating Service

Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service.

Invoice pane gone in 8.5R13 and onwards
By: Giedre Varne
28 Sep 2022

GDPR in SuperOffice CRM

Let's talk about setting up and administrating GDPR processes using SuperOffice CRM.

Role based security on visibility mailings and receipients
By: brianm
3 Jan 2022

SuperOffice add-ons

Let's talk about Customer Engagement Platform (web forms, chat, Customer Center) calendar synchronization, SuperOffice AI, and much more.

Web panel with session problem
By: Inge Simon Thorbjørnsen
1 Oct 2022

Pilot Program

Join our Pilot Programs to get early access to new versions and features. Learn how to access to Pilot Program features. Contribute to bug reports and questions. Engage with other Pilot Program customers and SuperOffice R&D.

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SuperOffice Mobile CRM (for SuperOffice 9.x or 10.x)

Mobile CRM provides real-time access to your CRM data through an intuitive and user-friendly app that you can use on both your smartphone and your tablet.

New Beta release of the Mobile CRM client v. 10.2.7 - Support for CRM Scripts Tasks
By: Frode Berntsen
5 Dec 2022

SuperOffice for Outlook

With the SuperOffice for Outlook add-in, you can save contacts and archive e-mails from your e-mail client. SuperOffice for Outlook provides access to your CRM data presented in an intuitive and user-friendly add-in in your e-mail client, - a “zero footprint” add-in for all Outlook apps (Web, Win, Mac or mobile)

Improvements for "creating activities"
By: Frode Berntsen
4 May 2022

SuperOffice WebTools for Windows

SuperOffice WebTools for Windows is a set of productivity tools for computers running Windows OS. This includes Document management integration against SuperOffice Web and MailLink for Outlook.

New pilot version of Webtools for Windows
By: Frode Berntsen
4 Nov 2022

SuperOffice Pocket CRM

Pocket CRM provides real-time access to your CRM data through an intuitive and user-friendly app that you can use on both your smartphone and your tablet.

How to sign up for the Pocket beta-program?
By: Frode Berntsen
29 Nov 2019

Previous Pilot Programs

These Pilot Programs are now closed.

SuperOffice WebTools for Mac

SuperOffice WebTools for Mac is a set of productivity tools for computers running Mac OS X (NOT iOS). This includes Document management integration against SuperOffice Web and Sync against Mac OS X Calendar and Contact

New pilot version of WebTools for Mac
By: Frode Berntsen
7 Nov 2022

Configurable Archives

Create custom archives of SuperOffice entities on main cards

Trying to set up a so that a request opens directly in Service.
By: Samuel Holmström
20 Sep 2022

SharePoint Documents Migration

Move documents from CRM Online storage to to your SharePoint document library. This pilot program is only available for customer already have set up and use  SuperOffice SharePoint Documents 2.x

What is SharePoint Documents Migration?
By: Frode Berntsen
25 Aug 2022

Sales Target Unlimited

Expand the feature of Sales Target to include more functionality such as enabling users to add targets to more than only total sales amount.

Target types defined by checkbox & combinations of targets
By: kenpau
5 Dec 2022

Configurable screens: Sales card and Project card

With Configurable screens: Sales card and Project card, users can customize and configure the web client to have more options and better fill their specific needs. This will make the users more effective in their daily work.

Incident Report for Pilot feature 'Configurable screens: Sales card and Project card'
By: Frode Berntsen
21 Nov 2022