Administrator forums

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136 Conversations

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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How to add Quote format template to a quote

Hi! New to working with Quotes and trying to get it to work to send my first test quote, but I am stuck:  I am (desperately!) trying to add a quote format template to a quote I want to send/publish. I have got everything set  up including the actual quote template, but when I click the SEND button to open the send popup-window, I am missing a value from the quote format dropdown: I have searched far and wide in the forums, user guides and documentation and I cannot find anywhere which shows you how to add/edit/maintain this kind of template. The closest I get is to a mention of its existence: under this section: https://devnet.superoffice.com/en/admin/lists/learn/sale-type.html Any help is greatly appreciated!   Best Regards, Henrik
Henrik Povlsen
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4
21 Feb 2024 | 07:32 PM
Topic:
Settings and maintenance

Last reply

Hi Giedre, Thank you so much for your suggested reading - I will go check them out. Still lots to explore regarding Quote. Best Regards, Henrik
by Henrik Povlsen
22 Feb 2024 | 06:26 AM
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why jobs executed two times?

Hi, In Background we have implemented that SO Ticketsystem is not only System for our IT Service & Support, but also Billing System, each Ticket is a receipt for the Billing to our different Customer. At Beginning of each Month we send a group of Tickets for our monthly Billing of last month to them. in CRM Scripts this is two level Scripts, in Basic Scripts the single Tickets with all Message will be copied, in second Scripts where this Basic Scriptsc be called, an array of Tickets will be defined then copied and will be running in monthly scheduled Tasks. This Basic Scripts is also multiple called if user copy his single Tickets, and the Jobs for Copy array Tickets runs for several Months fine. Now the Issues is, at begging of this Month (Feb.), the Jobs for Tickets was double executed, that means, our all Customer receive his double Billings. You see here the monthly Jobs is scheduled to excecuted at first day of each Month at 10:00, but the last Execution is at 10:19: In fact all Tickets were double copied in Ticketsystem, once at scheduled 10:00, once at 10:20. I have asked our local SO Support in Germany, they sent me the Protocol: An exception occurred in script: "Start Recurring Tickets_monthly_Seidemann for Jobs" in include script: "copy_Recurring_tickets" at: line 60, char 3 Original exception: EjScript::RunTimeException: Script is taking too long to execute. Execution time: 121.12, User CPU time: 7.31 at "copy_Recurring_tickets", line 60, char 3   called from copyTicket(), declared in "copy_Recurring_tickets", line 3, char 6  That means, the Jobs was double executed since its long Execution. But I don't unterstand, why long executed Jobs has two times excuted. Normally if Timeout was triggert, it should be stopped. Actually we have 32 Tickets in this Array to monthly Copy, and each Ticket has only one Message only with Text, each Tickets Copy lasts about 3-7 Sec. depends on connection. May be I need your Advice, if I break this long Jobs down in more Piece, for example, each Jobs copy no more then 10 Tickets, and the Execution time is nights at 3:15 then after 20 Min. for next Jobs to Copy next Array Tickets. 15 Min. for Lock Time and 15 Min. for Min. before Restart after Error should be enough.  Will it e OK to avoid later such Issues in Jobs? many Thanks!  
Jianchun You
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2
19 Feb 2024 | 11:42 AM
Topic:
Setting up and administrating Service

Last reply

Hi david,   Ok i will do what you suggested. Here is the current second-level Scripts which is scheduled in Tasks below in Screenshots. it will be started monthly on first calendar day. I will limit the numer of Tickets in Array in each Scripts so that it dosnot hit the Task Limit, that means I will allocate all Tickets to be copied in more second-level Scripts then schedule them in more jobs to be started in each hour Distence, and setup the Traces for all second-level Scripts. Thanks!
by Jianchun You
20 Feb 2024 | 10:27 AM
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Mandatory fields blocking even when not in layout

Dear, I use three differents sales layout for different product lines. One of the product line requires specific mandatory fields to be filled out, the other ones don't. If I want to use a different layout, I cannot save my sale as the mandatory fields (which are not in the actual layout) are not entered. How to solve this?

RS

Roger Simon
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2
13 Feb 2024 | 07:33 AM
Topic:
Settings and maintenance

Last reply

Hi Donatas, Thanks for the input, I've contacted the Support and it seems it's a known bug. Kind regards, Roger

RS

by Roger Simon
14 Feb 2024 | 02:03 PM
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Who sent the mailing?

Hi When you create a mailing, in the first step, “1 Setup”, you have the option to select “Always use”, “Use our contact where specified, otherwise use:” or “Use our support contact where specified, otherwise use:” in the From field. How do you know which option was selected after the mailing has been sent? How do you know who sent the mailing to each participant? ie. was the Our Contact used and if so who was it? I'm guessing at least the first question must be stored somewhere (in the database?) since you often choose to send the mailing at a later date and time but I can't find the setting anywhere, unless it is an undocumented flag, maybe in s_shipment? Any assistance gratefully received!

CM

Chris Massen
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0
1 Feb 2024 | 04:38 PM
Topic:
Settings and maintenance
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SSO using microsoft causing strange behaviour

I've been setting up SSO for a customer, as i've done many times before. But this time it's rather strange. The behaviour i'm seeing, is, if the customer logs on using their alias email like full.name@domain.com they gets redirected to microsoft authentication, logged in, and then back to superoffice, where they are then prompted to receive a welcome email, like if the user was new - bear in mind they signed in to the user 5 minutes earlier before sso was enabled.   If i then change their username to the actual username in AD, they are prompted for their password in SuperOffice, and never redirected to the microsoft login.  The email username is now initial based, like fn@domain.com   But despite the domain being registered for SSO, it is not regocnized.   I used this article to set it up, like i've done many times before: https://docs.superoffice.com/en/online/identity/superid/howto/register-idp.html    Anyone know what i can do, and what's causing this?
Dennis Aagaard Mortensgaard
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1
9 Jan 2024 | 09:55 AM
Topic:
Users and user right management

Last reply

Their UPN in Microsoft needs to match the username in SuperOffice, otherwise you get strange results. ( https://docs.superoffice.com/en/online/identity/superid/howto/map-idp-usernames.html )
by David Hollegien
9 Jan 2024 | 11:59 AM
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Failed to obtain access token.

Hello guys,   I wanted to ask, what's the issue when I get this respond from the "devnet-tools.superoffice" page after giving he correct credentials.   " failed to obtain access token "   I've had it once, and it worked again the next day. Could it be a technical Issue on SO-side?   Thanks 

JA

John Adams
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1
28 Dec 2023 | 11:49 AM
Topic:
Users and user right management

Last reply

Yes, we had a problem in our development environment (sod.superoffice.com) around this time.
by Margrethe Romnes
5 Jan 2024 | 07:34 AM
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Trigger script - Project owner changed

Hi,    I'm testing out how to notificate a project owner once a project has been assigned to them. This can be notified with an appointment task of 1 minute.    However, I need help with the trigger script. Has anyone else set up a similar script?    I don't have too much experience with CRMscript, but would love to see some examples that I could work out further.   Thanks in advance!

VA

Valeria Arias
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1
7 Dec 2023 | 12:47 PM
Topic:
Administrator forums

Last reply

A trigger script is run when a particular screen is shown - in other words, it's tied to the user-interface. Triggers are not run when an API call changes the project, but webhooks are. The scripts would be similar - but triggers are set up using the admin UI, while webhook scripts need to be registered via the API - there is no UI for webhooks. You can use trigger script to create the appointment:  CRMScript_Event_Trigger_SalesAfterSaveProject Use the EventData to see if the project associate_id has changed, and if so, create a new appointment in the new owner's diary. You can set the new appointment assignedBy and AssignmentStatus to make the appointment appear as a notification for the new owner.  
by Christian Mogensen
12 Dec 2023 | 10:24 AM
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Al tekst står med fed efter den nye opdatering

Al tekst står med fed efter den nye opdatering til CRM Cloud. Hvordan får jeg ændret det tilbage til normal formatering? Det er meget ulæsbart, som det står nu.

PR

Pia Rønfeldt
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1
15 Nov 2023 | 09:48 AM
Topic:
Settings and maintenance

Last reply

Hi Pia, I am unsure what text might be bold after the latest update. Can you create a support request with us so we can personally follow up with you on this matter?
by Gerard van de Castel
16 Nov 2023 | 02:36 PM
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Issue with SAINT tracking follow ups that are older and updated

Hello!   We use the SAINT feature to track customers that have no activity planned in the future, by using the SAINT feature. Our current set up is as follows for the selection / dashboard. So we should see accounts that do not have anything planned in the current day or future. However I am finding some results that appear, that do have a follow up in the future - usually when the activity is created a few days/weeks/months ago and then changed to a new date such as the one example here. I rebuilt the SAINT counters at around 3:45pm on 04/10/2023 so should technically count it?   Any help or advice woulbe appreciated.   Thank you and have a great day.   Warm regards,   Adam      

A

Adam.Gardner@sharp.eu
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0
4 Oct 2023 | 02:47 PM
Topic:
Administrator forums
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Overview of user login

Is it possible to somehow see the data and time when a user have loged in in list? It is onprem and SQL would do fine, it is just to check a users history for some reason(!). I know we can see what (or close to) what a user have done with the data, I just need when he/she logged in and maybe out over the time.
Martin Andersen
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2
3 Oct 2023 | 07:56 AM
Topic:
Users and user right management

Last reply

OK, thank you! That was easy!
by Martin Andersen
3 Oct 2023 | 09:37 AM