Administrator forums

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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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TAGS in tickets

Hi, I have created some TAGS for our tickets in SuperOffice (Service).  How can I delete old TAGS that are no longer needed?  How do I correct any errors in the TAGS that have been created for use? Is there a list somewhere that contains the TAGS that have been created? Thank you in advance.

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Betina Bruun
2
2
30 Oct 2024 | 10:49 AM
Topic:
Setting up and administrating Service

Last reply

Thank you very much :)

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by Betina Bruun
30 Oct 2024 | 11:08 AM
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UDEF-Tables: from ProgId to column name in DB

Hi there,   I was wondering where exactly in the database I can find the link between a custom field (ProgId) and the corresponding column name in the database. For example if I have a custom field "SuperOffice:45" for the person entity, how do find out the column name in the UDPERSONSMALL table (e.g. "long06")? Unfortunately, none of the system tables (sys.columns, sys.tables etc) seem to map directly to the info found in the UDEFFIELD table and I was unable to locate any dedicated mapping table. We do regular bulk updates of custom fields and for now the only way to find out the right column name is by changing the value in the UI and checking for differences in the UD-tables.   Any hint would be greatly appreciated!

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Holger Winkelsträter
3
5
9 Oct 2024 | 09:27 AM
Topic:
Settings and maintenance

Last reply

Hi Tony, sorry, just noticed there was another reply - that also comes in very handy, thank you very much!

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by Holger Winkelsträter
22 Oct 2024 | 09:50 AM
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Batches Online

Hello! I am trying to figure out how to write handle batches in CRMScript for the online version of SuperOffice. I am trying to update a custom field on all contacts in my database using a few if-statements, but the database is too large for me to be able to run it all at once. The problem is that I want this code to run once a week, without me having to go into the script, tell the code to run the first 100 companies, then the next 100 companies and so on. Is there any way for me to be able to create a shedueled task each week, and tell the schedule to run one script many times, and for the database to somehow know how many times the script has run, and therefore how many companies it has completed before, and how many times it should run again? Below is some pseudocode for how I wish for it to run, but I don't know how to actually write the code or if it is even possible: SearchEngine se; se.AddField(Information about all companies); se.setLimit(100); se.criteria(currentCustomerId > lastHandeledId) //This is where the problem lies se.execute(); and then some code for changing the custom fields based on the information Is this possible at all, and how? Thank you in advance.

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Beata Martinsson
2
1
1 Oct 2024 | 02:38 PM
Topic:
Settings and maintenance

Last reply

Hi Beata, if a customer has development tools so you can actually write CRMScript, it also means they also have the subscription needed to create  custom apps  and you can use the WebAPI directly:  https://docs.superoffice.com/en/api/netserver/bulk-operations/index.html https://docs.superoffice.com/en/api/netserver/search/odata/index.html It's a lot faster since the CRMScript code actually gets translated into the same archives behind these API calls when executed https://docs.superoffice.com/en/api/netserver/search/odata/index.html Other benefits of using the APIs instead of the CRMScripts: If it fails you will see the exceptions linked to your apps credentials inside the developer portal: https://docs.superoffice.com/en/developer-portal/analytics/failures.html You are not limited by the 2 min timeout we have on CRMScripts running in our Online environment. More info on what you can do with CRMScript and its limitations:  https://docs.superoffice.com/en/automation/crmscript/overview/crmscript-usage.html
by Margrethe Romnes
2 Oct 2024 | 07:50 AM
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Appointments alarm keep showing.

Hi (On Premise 8.3) I have a single user that has the alarms windows popping up all the time. If I remove the applointment from Outlook and wait for sync, the next appointment will do the same.  Has anyone seen this behaviour?
Jens Skov
2
9
19 Oct 2020 | 12:00 AM
Topic:
SuperOffice add-ons

Last reply

Hi Samuel, Thank you for your suggestion. This works smoothly - all SuperOffice reminders are now without sound on my PC.
by Susan Laugaard Hansen
26 Sep 2024 | 10:45 AM
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Quote template for Assemblies

Some companies sell products that are assemblies.  In context assembly means that you have a main component, (always), and, that you on top of that, have several optional parts (some that are mutually exclusive - but set that aside for the moment). when entering products in the quote calculator itself, these parts have a price, and the combined assembly will then have a total price. However, the quote document should ideally have the main component as item one, ideally with a larger font, and the parts should be listed below in a separate section, possibly with a smaller font/colour, or some other type of visual to separate the parts from the main assembly,  and the price should be a total (turn key) price. Is the only way to do this, only possible using conditional formatting in word in the template itself, ie IF product type = MainComponent, then: etc or is there something in SO that can be used.  Are there some examples that anyone can share.?  

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Eirik Simonsen
2
0
5 Sep 2024 | 02:40 PM
Topic:
Settings and maintenance
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Is screen designer for the document dialogue on its way?

Hi, Is the document dialogue by any chance to be added to the screen designer? Best regards, Jan
Jan Bonde
4
6
2 Jul 2024 | 10:52 AM
Topic:
Settings and maintenance

Last reply

Thanks!
by Jan Bonde
14 Aug 2024 | 08:31 AM
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Service user attendance schedule

Hello, Does somebody know if it's possible to create an attendance schedule in de the service module? For example: We have only part-timers, so every week on the same day we need to manually change the status from "normal" to "away". And often they forget it, so the requests are also distributed to employees whom aren't available. The goal is to let the system automatically set the availability of the users per their working days.

NG

Nikki Galis
1
0
31 Jul 2024 | 07:02 AM
Topic:
Users and user right management
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Udefs on Sale missing/invisible in Settings

this is a SuperOffice CRM OnSite 10.2 Release_OnSite_10.2.1_2023.01.31-02 I received a call after quite a long time since last that my contact wanted to add/edit some udefs on a sale card. Note below for current page in regular program:   However; switching to settings, there are no visiblle fields:     Thre are however visible fields as it concerns the company udef page:     suggestions welcome.

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Eirik Simonsen
2
9
4 Jun 2024 | 05:43 PM
Topic:
Settings and maintenance

Last reply

Most likely, to be able to add any other field you will need to remove 1 number field.
by David Hollegien
7 Jun 2024 | 09:36 PM
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Lägga till kontaktintresse på ny användare/ Add contact interest on new contacts

När man registrerar ny användare endera direkt i systemet eller lägger till via arkivering av ex mail vill vi få en fråga om att lägga till kontaktintresse på personen. Ofta missas detta idag och kontakter registreras utan intresse vilket gör efterarbete större med att uppdatera i efterhand. //Per-Erik Ålander/Christian Berner AB   --------------------------- When registering a new user either directly in the system or by adding them through email archiving, we want to prompt the user to add contact interests. This step is often overlooked today, resulting in contacts being registered without any specified interests, which increases the workload for subsequent updates. ---------------------------

Per-Erik Ålander
1
2
22 May 2024 | 07:14 AM
Topic:
Settings and maintenance

Last reply

Hi Erik, You could create (or ask a consultant to) a custom CRMScript dialog in CRM when saving a new person asking to enable certain interests. This dialog then will show up when creating a new person from CRM WEB or through Mobile CRM. It isn't possible to show any dialog/prompt when creating them through Mail link when archiving an e-mail.
by David Hollegien
23 May 2024 | 08:35 AM
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Ignore certain companies when duplicate e-mail

Hi,   We have our customers synced from our ERP and certain companies have users with same e-mail address ending up that requests are created on wrong comapny. Until we can change the syncronization and make sure this do not happen, is there a way in SuperOffice dtoo "disable" and make sure request is created on correct company? Thanks!
Johan Friberg
2
0
8 May 2024 | 06:50 AM
Topic:
Administrator forums