Forums for users and administrators

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

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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: Giedre Varne
14 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: Lina Paulauskaitė
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.

Can I create a dashboard using "duration"
By: Christian Mogensen
12 Jan 2022

Sales management

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

Selection of sales and conversion to base currency
By: Hans Chr. Grønsleth
19 Dec 2021

Marketing management

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

"Too many bounces" - how many?
By: Patrik Larsson
22 Sep 2021

Service management

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

how to change Email (login) from customer service
By: Fabrice Reithinger
20 Jan 2022

Mobile CRM

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

Create quote on iPad?
By: Gerard van de Castel
5 Jan 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.​

AD Authentication via SAML
By: Patrick Kastner
20 May 2021

Settings and maintenance

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

Google Workspace and documents
By: Ingar Karlsen
11 Jan 2022

Setting up and administrating Service

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

Best practise to change ejtag in service
By: Lina Paulauskaitė
11 Jan 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: Lina Paulauskaitė
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.

Chat module interface - hide badge header?
By: Marcus Kondén
1 Nov 2021

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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SharePoint Documents

Open, edit and store documents in Office365 SharePoint directly from SuperOffice.

New feature coming: set up the SharePoint document library using library permissions and Domain (AAD) groups ​
By: Frode Berntsen
19 Jan 2022

New Search

Improved search, Improved performance and Avoiding % for navigator search and free text searches.

Join the Pilot Program for 'New Search'
By: Frode Berntsen
10 May 2021

OAuth 2.0 for SuperOffice

Modern authentication (OAuth 2.0) against SuperOffice Inbox and Service mailboxes over IMAP (Microsoft 365 only)

OAuth 2.0 Service mailbox - invalid client_id
By: David Hollegien
5 Nov 2021

SuperOffice AI

SuperOffice AI is an umbrella of specific AI Services that we integrate across our CRM Online product line. We will use public available AI services, like Microsoft cognitive services to process our CRM data and automate more of the manual processing our users spend time on today.

sentiment control
By: Karl Martin Andersen
8 Jul 2021

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. 10.1.5 - support for CRM Script Events
By: Frode Berntsen
21 Oct 2021

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)

Join the Pilot Program for SuperOffice for Outlook
By: Frode Berntsen
3 Jul 2020

Previous Pilot Programs

These Pilot Programs are now closed.

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

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
22 Apr 2021

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 11.5
By: Frode Berntsen
8 Oct 2021