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 |
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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Let's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity. |
Dashboard with timeusage on tasks per company
By: David Hollegien 3 Feb 2023 |
Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents. |
Quote templates & OrderBy - change desc/asc sort order?
By: Ulrich Klein 10 Jan 2023 |
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 |
Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service. |
call crmScript without login
By: Fabrice Reithinger 27 Jan 2023 |
Let's talk about using SuperOffice CRM on mobile devices. |
Personen zu Projekten hinzufügen
By: Karl Wagner 8 Dec 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 |
Let's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics. |
Bedrijven die bij elkaar horen labelen
By: Mohammad Hamad 13 Dec 2022 |
Setting up and administrating Service Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service. |
Customer portal show our status instead of postponed
By: Ole Ejlersen 28 Dec 2022 |
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 |
Let's talk about Customer Engagement Platform (web forms, chat, Customer Center) calendar synchronization, SuperOffice AI, and much more. |
Synchronizer: Fehler "Cannot determine e-mail address for O365" / "Unable to identify the user by the email claim"
By: Marcel Spapens 16 Dec 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 8 Dec 2022 |
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 |
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 |
These Pilot Programs are now closed. |
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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 |
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 |
Migrating documents from Microsoft 365 Document Integration (legacy) to SharePoint documents 2.x
By: Frode Berntsen 26 Jan 2023 |
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. |
Join the Pilot Program for Configurable screens: Sales card and Project card
By: Frode Berntsen 3 Feb 2023 |
SuperOffice Service - remade: Merging service to the core of SuperOffice CRM |
Signup for test environment
By: Frode Berntsen 14 h, 35 m ago |