Hi, I've tested out custom styling today and here's some immediate feedback: The class dropdown appears to be searchable, but the search doesn't work. There's no "button" selector in the class dropdown. I was able to select it by using ".form-form .Button" though. Some customers have multiple, often many, forms where they would want the same styling on all their forms. I think a good idea would be having a "CSS template" where you could make the CSS centrally, then select that CSS template in a dropdown list when you are configuring the form. That way you wouldn't have to copy the CSS to each form, and less technical users wouldn't have to worry about the code but instead just select the design someone has already made for them. Other than this I really liked it, and it worked well on first try! Espen 

Hi, I’ve created some additional tables, but when I try to search for data in those tables, no search criteria are available. Has anyone experienced this issue or knows how to make the table fields appear as search criteria? I Can add data to the tables. Same if I publish table in "Find" or use it from "Custom Objects" menu. OnSite version: SuperOffice CRM OnSite 11.6 Release_OnSite_11.6_2026.01.29-01  

Pilot Setup Guide: SuperOffice Database Replication Version:  1.0 (Pilot Phase) Status:  Beta / Parallel Run This document outlines the technical requirements and steps to set up the new SuperOffice Replication Pilot. Unlike the legacy "Mirroring" solution, this client uses Change Data Capture (CDC) to stream data changes from the SuperOffice Cloud (Source) to your local SQL Server (Target) in near real-time. Pilot Strategy for customers using "Database Mirror": During the pilot phase, you must run this replication client in parallel with your existing mirroring solution. Do not disable legacy mirroring until data integrity has been validated. Change Data Capture:  Enabling CDC increases the database size (approx. +20%) and transaction log usage Summary of tasks: 1. Target DB : Create a new, empty local SQL database. Create a user with db_owner privileges 2. Download : Get Replication Client zip 3. Edit : Open appsettings.json. Update ConnectionStrings to point to your local target 4. Execution (Run as Admin) Run the following commands in order via CMD/PowerShell:                       a) Link Tenant b) Initial Load c) Register Service d) Start Service SuperOffice.Online.Replication.Client.exe provision SuperOffice.Online.Replication.Client.exe sync SuperOffice.Online.Replication.Client.exe install sc start "SuperOffice Replication Client" Task-list for the IT Administrator Phase 1: Approvals & Access   Request Backend Enablement:  Submit the Pilot Entry Form to request backend preparation. Note: SuperOffice Operations must manually enable Primary Keys on the source database before you proceed. Open and submit this form   Network Configuration:  Whitelist the following hostnames for outbound traffic (HTTPS/443): id.superoffice.com  (Authentication) online.superoffice.com  (Replication Stream) Phase 2: Local Environment Prep   Create Target Database:  Create a  new, empty  SQL database on your local server (or Azure SQL). Example Name:   SuperOffice_Replication   Create SQL User:  Create a dedicated SQL user for the client. Permission Requirement:  The user must have  db_owner  privileges (or minimally: Read/Write + Create Table rights). Phase 3: Client Installation   Download Client: Download the Replication Client (zip file) . (Later: Log in to OC and download)   Extract Files:  Unzip to a dedicated folder (e.g.,  C:\Replication\ ).   Configure Connection:  Open  appsettings.json  and update the  ConnectionStrings section. Example on how a connection string look like: "ConnectionStrings" : { "DefaultConnection" : " Server=YOUR_SERVER;Database=YOUR_DB;User Id=YOUR_USER;Password=YOUR_PASSWORD;TrustServerCertificate=True; " }   Phase 4: Activation (Provisioning) Prerequisite: Ensure you have received confirmation from the Pilot Team that Backend Enablement is complete. Open Command Prompt (CMD) or PowerShell as Administrator. Navigate to the installation folder. Run the provisioning command: SuperOffice.Online.Replication.Client.exe provision Authenticate: A browser window will open. Log in with your SuperOffice Administrator credentials - for your CRM Online tenant. (If multi-tenant) Select Tenant: Choose the customer tenant you wish to replicate. Create Session: Enter a unique name for this replication session (e.g., Pilot_Prod_Node_01).   Phase 5: Go-Live [ ] Run Initial Sync: Download the schema and initial data load. SuperOffice.Online.Replication.Client.exe sync Duration depends on database size. This step creates the tables in your local SQL DB. [ ] Install as Service: Register the client as a Windows Service for continuous background operation. [ ]Start Service: Start the Windows Service for continuous background operation. SuperOffice.Online.Replication.Client.exe install sc start "SuperOffice Replication Client" [ ] Verify Service is started.   Phase 6: Maintenance & Validation [ ] "Database Mirror"-customers - Data Validation: Periodically compare row counts between your legacy Mirroring database and the new Replication database to ensure integrity. [ ] Monitor Disk Space: Ensure your local server has sufficient storage for the growing database.

SuperOffice Online Replication allows customers to stream their CRM data from the SuperOffice cloud into their own infrastructure (SQL Server) in near real-time. Why are we running this pilot? We are launching the Replication Pilot to validate the successor to our legacy "Mirroring" solution.   This is a critical infrastructure upgrade driven by three main factors: Future-Proofing for Cloud : Legacy Mirroring is not supported in our new Azure Public Cloud (APC) environment. As SuperOffice migrates customers to APC, all Mirroring users must eventually switch to Replication to maintain access to their data. Real-Time Data: We are moving from scheduled batch updates (every ~20 minutes) to near real-time streaming. The new solution uses Change Data Capture (CDC) technology to stream changes immediately as they happen. Simplified Security: We are switching from a "Push" model to a "Pull" model. You no longer need to host a public-facing web service (WCF/IIS) or open incoming firewall ports. The new client sits safely inside your network and reaches out to us. Who can join? This pilot is designed for IT administrators and partners who are comfortable managing SQL Server infrastructure. You are a good fit if: You currently use Mirroring: We specifically need existing customers to run this new client in parallel with their old solution to verify that the data is identical. You have SQL Server resources : You must provide a local SQL Server (or Azure SQL) and have a dedicated IT resource capable of installing Windows Services and configuring connection strings. Report your interes here

We are looking into a issue where a user is not able to edit Custom Objects. The user can create a Custom Object, but when trying to edit the same line, there is an error message. The user is Our Contact on the Company. The user has a role with limited Functional Rights. It works when the user is given General Administrator, but that is not an option permanently for the user. We have heard from one user, but there might be others with the same role with issues. On the Custom Object the user has the Delete Right.See screenshots for the for Functional Rights and Data Rights. Tried with different browsers, ?flush, Logged in with the same user on a different PC etc.     We have tried to create a brand new role identical to the old Role and assigned to the user, still the same issue.  In a demo we created the same role, and we are able to edit. So it seems related to the setup in this particular SuperOffice. The console just gives 500 Internal Server Error.   I have been in contact with SuperOffice Support, but they asked if i could also ask the forum. Since this feature is still in Pilot. Any tips or suggestions? Anything related to the setup of the Custom Object itself? Kontraktsinfo?

Custom styling is a new feature that gives you full control over the design of your forms.  This feature allows advanced users to apply custom CSS directly to their forms for complete flexibility.       Why are we running this pilot?   We want to understand:   👉 Do users find the feature intuitive?   👉 Can they style forms as needed?   👉 Are there improvements or feedback we should consider?   Your input will help us refine the feature before a full release.     Who can join?   Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online version 11.8.   ✔️ Anyone with a Marketing license When you toggle this feature on you will need to accept the terms for SuperOffice Pilot programs, To read the terms,  click here .   Sign up for pilot programs >>   What’s in it for you?   You’ll be able to style your forms better and make them match your brand identity.     How it works   You have two ways to customize your forms:   For experienced users:  Type your CSS code directly for full control.   For less advanced users:  Select a CSS class and add your code there. This makes styling less overwhelming and gives you better control over what you’re changing.     Sign up for pilot programs >>

Hi there On Address 1 when adding a UK company, it seems to be the wrong way around. An Example below:   It reads "England's Lane 41-43" when it should read "41-43 Englands Lane"   I cannot verify it is like this for all companies entered with AI, but have noticed it enough to make this post :) 

What Is Custom Objects? Custom Objects represents a significant change that will eventually merge user-defined fields, Extra Fields, and Extra Tables in Service into one powerful CRM toolkit. To ensure a smooth transition, we're rolling Custom Objects out in phases: The foundation phase - available in Pilot now : Join the pilot program to create and define custom objects like entities, tables, fields, and relations. Seamlessly integrated into SuperOffice CRM, Custom Objects are no longer limited to Service; they will be visible in all archives, search, selections, and more; simplifying data management and search across the platform. The enhancement phase - available in Pilot later this year : In upcoming releases, we'll introduce additional features like creating dashboards and designing custom screens, archives, and dialogs using intuitive layouts in the screen designer. These enhancements will further streamline your workflow and improve user experience.   This is what we introduce in the first version: Auto generated archive tabs  When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket).  Implementation uses configurable screens framework to add tabs in UI.  SuperOffice Selections SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known  SuperOffice entities. Users will therefor not be  limited to using SuperOffice Service for creating selections/searching for data any longer. If any  visible Extra table contains field pointing to entity( Company, Contact, Sale, Project, Request, Activity) we include it as a “top”  node to select from in selections. Extending search capabilities on relational fields Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct.    Read more here: https://community.superoffice.com/en/product-releases/pilot-programs/current-pilot-programs/custom-objects/   Who can join?   Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online  ✔️ Use Service: extra table Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license. Sign up for pilot programs >>   Effect of enabling the pilot feature: 👥= All users will join Pilot Once you have opted-in - all user logging in to this tenant will automatically get the pilot-versions we make available. New archives / Tabs have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).  SuperOffice Selections search capabilities to search against Extra tables New preview of Extra table entities.   Getting Started with Custom Objects: Now users will see archives have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).   They now have search capabilities to search against Extra tables with fields pointing to known SuperOffice entities in SuperOffice Selections They will also see there is a preview to give user more insight into each entity in results for these Extra table entities.   What's in it for you? By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience. This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.