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Did you get stuck with your task? Do you need help using SuperOffice CRM? Did you find a creative workaround for a task you couldn't accomplish? This is the place to post questions, share tips and workarounds and help others.

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separated profile for other Usergroup

Hi,  I have created new Profile for Tickets Header in CS old Service Modul. How could I asign this to other Usergroup or User then default, so that only this group has this View. By the Way, is possible to define separated Email-Tag for other Usergroup or Ticket Category?   Thanks!
Jianchun You
2
6
17 Apr 2024 | 01:08 PM
Topic:
Service management

Last reply

Hi Michel, yes, I got now to dispatch diff. Profiles to diff. Roles via Screen Choosers. In the new Profile I have renamed Labels in Eng. for our new Support Teams, but not for Extra Fields (yellow marked). They were defined with Name in German, any Idea?
by Jianchun You
6 h, 7 m ago | 01:41 PM
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rename the Label of Standart-Fields in new Service Module?

Hi,   how can I rename the Label of Standart-Fields in new Service Module? In Layout designer I don't find this Possibility.   Thanks!
Jianchun You
5
8
4 Apr 2024 | 03:03 PM
Topic:
Service management

Last reply

I saw it right after posting the comment. It looks like this one can work. Thank you Tony :)

UT

by Ummair Tahir
7 h, 34 m ago | 12:14 PM
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Source For Sale Not Pulling Through

Hi, to see how a sale was generated we use the source section (Cold Call, Web order etc) on the details bar once completed. However, the source is not pulling through although is visible. Has anybody had this problem before? I've already cleared my cookies but nothing seems to work. Thanks. 

LK

Libby Keighley
2
1
10 Apr 2024 | 01:39 PM
Topic:
Sales management

Last reply

Hi Libby, We are in contact with a colleague of yours to investigate this problem.
by Gerard van de Castel
12 h, 51 m ago | 06:57 AM
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Search in Mobile CRM on first names or last names will not find anything

When searching in Mobile CRM  there is only one search field. When searching for companys it works fine. But searching for persons by first name or last name will almost fail - not every time. The freetext search is enabled and updated (or renewed ) last night. And we have a setting: Search single-word search operator/Multi-word search operator  = contains. Not sure - but if we switched this setting to Starts with - it looks to work better.  Is there a recommodation for this?  

CK

Christian Kogel
0
1
17 Apr 2024 | 06:54 PM
Topic:
Mobile CRM

Last reply

The freetext settings for single and multi-word Starts/Contains/Equals only affects the freetext search in the client. (The freetext search box in the upper right corner) The navigator and mobile searches use freetext search with their own built-in settings, and are not affected. They are affected by the state of the freetext index, so if the freetext index is incomplete, it will not find the records it should. You can verify this by editing a record and saving it - this will trigger the incremental freetext indexer and update the freetext index. If the search now works then you have an incomplete index. Web + Mobile client version numbers would be helpful in diagnosing this issue further.
by Christian Mogensen
18 Apr 2024 | 09:59 AM
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PocketCRM: Failed to connect to Server

Since a few days some users cannot use PocketCRM. They see the error described in the heading. It looks, that all users have this issue, where PocketCRM was updated a few days ago. Users with the older version still can work. With safari all users can reach remote/services88/pocket.svc and they can use SuperOffice WEB We are on WEB Version 10.1.6  on site. We tried the typical things like reinstalling the app and entering the url for connection. In the log on the server there is nothing about PocketCRM / Mobile CRM. Sp I guess that the message is exact what happened. It must be something with the VPN - that was not changed in the last weeks. What can be the reason for this? 

CK

Christian Kogel
1
1
6 Mar 2024 | 09:18 AM
Topic:
Mobile CRM

Last reply

We found the reason with SuperOffie Support (Thank you Karolina)  In the current version only https protocol is supported. We used in the past mainly http protocol, because they only connect over VPN what is secured. We have https enabled as well, but the issue is simply, that some of the certificates had a longer validation time - lets say two years. But the IOS devices only accept certificates having a maximum validation time less then 398 days. So we renewed the certificates following the 398 days rules and it is working now. 

CK

by Christian Kogel
17 Apr 2024 | 06:20 PM
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New behavior regarding WebTools?

Hi, Just want to start by mentioning that all the customers/users are not able to use/install Web Tools so it's not the solution in this case 🙂   We've had customers contact us that they aren't able to download files anymore from SuperOffice and a lot of their files got locked by their own user. I tried uploading a file to their environment and it was directly locked/edited by my own user. It is also not possible to download the file at all, nothing happens when you click read or download. After some investigating we noticed that there is a new option for Document editing under "Local Settings" per user which defaults to Use SuperOffice WebTools even though they have never chosen to use it. By changing option to Manually uploading and downloading files it is now possible to download files again without WebTools which has never been an issue before. So I got a few questions Is the new behavior as it should be or is there any changes coming to make it working as before/default to Manually uploading and downloading files? Is there a way to set a global (initial) setting for Document editing? Any way to update the value for all users? (I've tried scripting it but can't find any values in userpreference-table where the other settings are)

HF

Hampus Fältström
3
4
25 Mar 2024 | 07:59 AM
Topic:
Core CRM features

Last reply

It would be great if this preference is stored in the database instead of a cookie and it configurable as a admin (preference description, just like almost all other preferences in SuperOffice). With this new default users that delete cookies on browser restart will have to configure this every time.
by David Hollegien
12 Apr 2024 | 02:05 PM
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Set appointment.agenda_text and appointment.internal_notes_text in a script

Hi, with the NSAppointmentEntity method setDescription I can set the titel of an appointment. In the new appointment dialoge I have some more text-fields to set: agenda and internal_notes. Is there a similar method for setting these text-fields? BR Ulli
Ulrich Klein
1
1
8 Apr 2024 | 08:14 AM
Topic:
Core CRM features

Last reply

They are there (on NSAppointmentEntity), specifically: SetInternalNotes/GetInternalNotes SetAgenda/GetAgenda But the CRMScript reference with regards to NetServer hasn't been updated for a while, so these methods are missing from intellisense. I have reported this as a bug (for a different method but same underlying issue) last week: https://community.superoffice.com/en/product-releases/bugs-wishes/product-issue/?bid=54914&azure=1
by David Hollegien
12 Apr 2024 | 02:02 PM
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Limited Lists in new Service Module

Hi, in Screen we can define how the List should be displayed, which fields, how limited and sorted, and it works fine. But now in new Service Module with ScreenDesigner, it looks there is no possible to define such limited List for Tickets.   Thanks!

Y

you.admin@melchersgroup.onmicrosoft.com
3
8
28 Nov 2023 | 03:06 PM
Topic:
Service management

Last reply

Hi Bas, Thanks for your Confirmation to keep Custom Screens in new Service Module. Sory, it was my misunderstanding that it will be removed. We consider for Updates in new Service Module.
by Jianchun You
10 Apr 2024 | 11:40 AM
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Stop loud Alarm from WebTools

Hello, how can I cancel the alert from all calender appointments? I get a very noisy rinning bell for every appointment. I dont want to have any rinning bell, but I cant find how to stop this.  I know that you can cancel the alert inside of the invitation, but I guess there is a smarter way to stop that notification beside going inside of every appointment manually and click on "no alert"... Thanks for your support!!

AS

Alexander Stautenberg
2
1
8 Apr 2024 | 09:52 AM
Topic:
Core CRM features

Last reply

Hi Alexander.    This is how I did it on my computer: I triggerd the larm and during the larm i went in to mixer on the computer and muted all sound from SuperOffice webtools.    Create an appointment in less than 1h in the future from now,  Turn alarm on and mark the time to be 1h before the appointment. Now right click on SuperOffice trayapp and then click on “Check Alarm” The alarm should now show up: Right click on the speaker and chose “Open Volume mixer” Look for the SuperOffice logo and mute it Kind regards  
by Samuel Holmström
8 Apr 2024 | 12:22 PM
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why is an <br> too in my title when i make a ticket from ejscript ?

Hi, i have a <br> in my title Ticket who appears but i don't write him. %EJSCRIPT_START%<% #setLanguageLevel 3; String personid = getCgiVariable("personid"); String productName = getCgiVariable("productname"); String release = getCgiVariable("release"); String isUpdate = getCgiVariable("isupdate"); String rechnername = getCgiVariable("rechnername"); String windows = getCgiVariable("postDataWindows"); //Erstellt eine neue Ticket im System Integer catId = 249; // _Intern/Installationsinfo Integer catIdErstInstallation = 264; Integer catIdUpdate = 265; String myTitel = "Installation "+productName+" "+release; myTitel = myTitel.substitute("<br>",""); myTitel = myTitel.substitute("\r\n",""); //Erstellt eine neue Ticket Integer myTicketId = 0; Ticket myTicket; if(isUpdate.toLower() == "true") { myTicket.setValue("category", catIdUpdate.toString()); } else { myTicket.setValue("category", catIdErstInstallation.toString()); } myTicket.setValue("title", myTitel); myTicket.setValue("ticketStatus", "6"); myTicket.setValue("status", "1"); myTicket.setValue("custId", personid); myTicket.setValue("x_herkunft", "AKG-Desktop"); myTicket.setValue("x_systeminfo", rechnername +"\r\n"+windows); myTicketId = myTicket.save(); //Hier muss nochmal den TicketStatus geändert sein Ticket t; t.load(myTicketId); t.setValue("ticketStatus", "6"); t.save(); %>%EJSCRIPT_END% I don't know why this <br> are here. Whenn I debug the code it's no <br> in the string but when i open the ticket the title is Installation Toto<br> 1.00.0161. What can i do ? thanks Fabrice

FR

Fabrice Reithinger
2
2
12 Mar 2024 | 10:05 AM
Topic:
Service management

Last reply

Hi Frode, thanks for your reply. I have found with HTMLEncode Function that the " " here stay. Why, I don't but i have fixed him. Thanks

FR

by Fabrice Reithinger
14 Mar 2024 | 09:16 AM