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.

Name Updated

Users and user right management

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

How to find the status or report of active users, or last time a user was logged in or active.
By: Carlos David Cervantes
22 Apr 2022

Settings and maintenance

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

Configurable Screens - Set fields in layout gets replaced when changing tab order in the UDF field list
By: Marcus Svenningsson
3 Jun 2022

Setting up and administrating Service

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

Is it possible to have a conditional field in a ticket header
By: Mikko Tillikainen
13 Apr 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.

Mapping a field in ERP sync to the "Stop" property on a company
By: Samuel Holmström
13 Apr 2022