What I notice a little is that the AI finds it very difficult to train certain habits. It has a lot of trouble, especially when querying customer-specific fields. Even after about over 6 attempts, it still doesn't give me the desired results. It also has some trouble with follow-up tasks. In addition, the New Service module is very poorly connected, it makes no distinction between tickets with open/closed status despite numerous attempts to correct them. If I explicitly ask for open requests, it simply brings me everything. Even when I ask for requests for projects, it doesn't give me most of them. The AI tool completely loses the configuration when writing emails and it also translates automatically generated attachments. The tool is not a great relief at the moment, but it has great potential. In spite of everything, it also produces very good and precise results. But the downs are still in the majority to the ups at the moment.

Hi,   Like many of our customers, we use SuperOffice to manage a lot of confidential information, including contracts and other sensitive documents. Our institution has a policy against using certain AI services, and we have recently banned DeepSeek, Read.ai, and Microsoft Copilot.   To enable the SuperOffice AI lab, we need assurance that our data remains confidential and is not utilized by AI software providers. This would be guaranteed if the AI Copilot operates on servers managed by SuperOffice, using local AI models.   Can SuperOffice comply with this essential requirement?

Hi, I am working on a solution for a customer to put their revenue data into a custom table so they can use it for dashboarding/selections. It works great but there is one functionality that doesn't seem to work. We can't get the 'Compare to period' functionality to work. Example: Tile with the following dataset: Note that we use  a 'This year' criteria on the invoice date (date field) here. On the layout tab you will see the grouping, compare to period option, but it is disabled: We really would like to use the 'compare to period' functionality here so that we can compare it to last year's data. Is this supposed to work? or just not available for dashboard's based on custom object tables?    

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.

Have you ever felt stuck or needed assistance with the text in an activity dialog or a request in SuperOffice? You can now find a new sparkle button in the editor that offers text features for creation and editing.  Access SuperOffice Copilot to receive help with your follow-up text. This tool speeds up your tasks and improves accuracy. You decide the content and style. Influence the results by  correcting and  adding text, requesting shorter responses, selecting styles, or rewriting your text. ✨ in the Follow-up dialog  ✨ in the Requests editor No more copying and pasting. Access help directly where you need it. This exemplifies generative AI at its finest.