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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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Login window from old app
Do anyone know which file(s) to delete to avoid this annoying message, which pops up 5 times every time I restart my PC. Some hang-up from before we went from onsite to cloud SO. The http address in question does not exist anymore, and I don't have any local SO installation.
MK
Morten Kollstrøm
Topic:
User forums
Last reply
Hi, Close the webtools application, Go to '%appdata%\SuperOffice\TrayApp' in the Windows Explorer and delete the site file. Start webtools again after.
by David Hollegien
how to pass querystring to a form
Hi, We have one form in the CRM and i want to gibe as querystring a value to my form. It's possible to integred this querystring value in to my form. Whenn yes, could you be make me a sample how to make this. Thanks
FR
Fabrice Reithinger
Topic:
Service management
SharePoint - how to get the SharePoint URL with SharePoint integration v2
Hi! We want to get the url to a document stored in SharePoint with v2 integration. Where can we get the full link to the document? I know the link to the site, but struggle to get the rest. Please adwize. Anne Lene
Anne Lene Solheim Lilleberg
Topic:
User forums
REST API: Error on saving group rights for panels in devnet-oidc-razor-pages-webapi example
Hello to the community, We have a standard app based on example SuperOffice/devnet-oidc-razor-pages-webapi . The setup process of the app has a problem: after logging in to two tenants, saving of group access to panels to the second tenant does not work. We tested the example itself. For this, we only set the ClientId and ClientSecret in appsetting.json, logged in to two tenants in two different browsers, and tried to change the active user groups for a panel. In the first one, we could see the panel list and save changed settings: In the second opened tenant, after opening the panel list When we tried to save the new setting for the user groups for one of the panels, we got an error identical to our app: Do anyone experienced same problems? Is this example project obsolete or it is a SuperOffice problem with rest web API for the user groups/rights?
AS
Andrey Stupak
Topic:
Core CRM features
Last reply
Hello everyone, Thank you for your approaches. Tony, you are absolutely right. We should have been more careful when using the sample project. I simply overlooked the cached entities. Yes, I fixed it in converting DBContext to a usual class and declaring it transient. So I can have caches, at least inside a request. We will process the issue in github as soon as possible. Best regards, Andrey
Community.Data.Models.ForumConversationDetails?.AuthorInitials
by Andrey Stupak
Error: This document is checked out, so it cannot be set to "Completed".
Hello Everyone A colleague can't check the checkbox next to the documents in his activities. He get's the following error instead: This document is checked out, so it cannot be set to "Completed". Maybe it's because i'm an administrator but i can check the box for him without the error popping up. Has annyone had this problem before or does anyone know how to wolve this?
NG
Nils Grignard
Topic:
User forums
Last reply
Hi, Nils. I think that our support team will have to take a look at this. Could you send this to the support with a link to this forum post and maybe contacts informations to the that checks out the documents.
by Samuel Holmström
crmScript for Person MoreTab (other feld)
Hi, can you give me the field to save the person.more (the Sonstiges) in the Tab more. I brought this to save some information in this feld
FR
Fabrice Reithinger
Topic:
Sales management
Last reply
Thanks David the PersonAgent and PersonEntity are the right way. Thanks
Community.Data.Models.ForumConversationDetails?.AuthorInitials
by Fabrice Reithinger
Selection of all the documents that haven't been opened since 2021
Hello everyone My boss asked me to make a selection of all the documents that don't have been used since 31/12/2021. I made a selection with the criteria in the picture. Do you think this is correct or are there other criteria i need to select? I'm not sure if the criteria updated also means not used since or not.
NG
Nils Grignard
Topic:
Core CRM features
Last reply
Hi Nils I am not sure, that the criteria you use will give you right result. I am not even sure, that you can get the result you are looking for. So I did some tests in my own SuperOffice. On each document, you have a "registered date" and an "updated date". If the document hasn´t been updated, you will only have the registered date, shown as an updated date. But when SuperOffice says "updated", it is not the document content that has been updated. (I don´t know if we can track on that by default or even at all?) When a document has been updated according to SuperOffice, it just means that the document window you see, when you create a new document, has been updated. It is not very often that a user update the document window. Typically it is done by a user, if you need to set the "Complete" mark, change the document type or document header. So when you search for documents that has been updated, SuperOffice shows you the list of documents, where the document window has been updated. It doesn´t tell if the document has been updated or not. My test showed that... If I edited the document window i.e. add a new document header or change the document type, the document will appear in my search result as updated, even though I haven´t changed the content of the document. If I change the content in the document, but not the document window, my document will not appear in the list with updated documents. Note, that it is possible to change the content without removing the "Completed" mark in the document window. And further more, if you use SharePoint as your SuperOffice document storage, a user will be able to edit a document without even accessing SuperOffice. (Don´t think it is relevant in your case, but important to remember for future users) I don´t have the answer to how you find all updated documents, but I am sure that your search described in your question, is not giving you the answer, you are looking for. //Susan
by Susan Laugaard Hansen
Saving emails sent to more email addresses in own inbox via SuperOffice for Outlook
A customer receives emails to info@xxxx.xx account together with emails to her private account in the inbox in Outlook. She uses SuperOffice for Outlook and wishes to save emails sent to her private email address as well as emails sent to info@xxxxx.xx address. Is this possible?
Anne Branden
Topic:
Core CRM features
Last reply
Which is a understandable advice from the SuperOffice side, but not workable for many customers. Once SOFO supports OnSite (and shared mailboxes) it would saves us (and probably your support too) MANY support calls/tickets.
by David Hollegien
how to find the last changed status date and the user who make this change for a ticket
Hi, i want to know where is the last status changed date for a Ticket and who (the user) has make this last changed ? In a other way, i have the closed_at Date but how can i find who has closed a ticket ? Thanks for your help. Fabrice
FR
Fabrice Reithinger
Topic:
Service management
Last reply
Thx! We only have serviceESS explains why but a feature like this ought to standard perhaps. BR. Torben
Community.Data.Models.ForumConversationDetails?.AuthorInitials
by Torben Lynge Overgaard
Documents not uploaded in project guide
Hi, we run several projects simultaneously over a period of often months at a time and have to upload/link a number of documents in the process that need to be available at later stages (document from A and B need to be submitted to C, and so on). Is there a report or overview that can be gotten from SuperOffice that either shows the documents that have been uploaded and thus the activity completed or the other way around which ones are still missing? I was unable to find anything so far without the potential need to program anything. We are using the web version of SuperOffice. BR Mathias
MW
Mathias Wolf
Topic:
Core CRM features
Last reply
You are welcome :) Next time I´ll put in a screen print with examples... I am glad you figured it out!
by Susan Laugaard Hansen