Find a pilot program to join

SuperOffice Notifications remade: New Notifications for appointment-invitation and new notifications for request & messages

What is it?

The new notification panel in SuperOffice is a convenient way to view and manage your invitations and requests related to activities (follow-ups). It helps you stay on top of your tasks and appointments, and communicate with your colleagues and customers. You can access it by clicking on the notification bell icon in the top bar, and use it to accept or decline invitations, and delete notifications.

In the first version we will only focus on displaying notifications related to activities (follow-ups) and requests.

In the top bar, there is a list of the user's invitations, with status and icons.
Below is more detailed information about the invitations the user has selected in the top section. This includes a full description of the invitations, the date, and other complementary details.

When the notification bell has been selected, the notification panel will open.

User may click the Cogwheel to open the notification settings panel.

In the notification settings panel, the user will have the option of selecting which notifications they would like to see in the notifications panel in the browser

Who can join the pilot program?

We are interested in hearing from customers who use:

* CRM Online version 10.2.5

* This is not for customers using SuperOffice Service (old) - as they will continue to use notification for Service
       (iow. limited to User Plan: Sales Premium, Sales Essential
       OR is pilot on Request Management)

How to join the pilot program?

You can sign up here

This pilot program will be handled centrally by the R&D Services team.

Effect of enabling the pilot feature:

The options are possible to turn on/off by using a checkbox in the notification settings panel. They are on (checked) by default.

You will soon find more information related to this in the Pilot Forum.

This pilot program enables the SuperOffice administrator to move/migrate documents from CRM Online storage to to your SharePoint document library.

Documents that are successfully moved will be deleted from the source library​. Documents that can not be moved will be available as before

When documents are moved, templates will also be moved. All of them!

Who can join the pilot program?

We are interested in hearing from customers who use:

* CRM Online
* SuperOffice SharePoint Documents 2.x

You need 'Global Administrator' access right (Microsoft AAD) to authorize the "SuperOffice Documents library" app.

* Pilot limitation: Maximum 20 000 documents can be migrated per migration-job. You may select how many documents to be migrated per migration-job by creating a document-selection. Read more in the Pilot Forum

How to join the pilot program?

You can sign up here. This pilot program is handled centrally by the R&D Services team.

Effect of enabling the pilot feature:

SharePoint Documents Migration pilot program is only available for customer already have set up and use  SuperOffice SharePoint Documents 2.x and use CRM Online version 10.1.5.

SuperOffice SharePoint Documents needs to be fully configured before you can migrate to SharePoint.

Once the pilot feature is activated, the SuperOffice Admin will get a new option to start the migration wizard.

Important notes on the pilot feature:

• We recommend migrating documents to SharePoint after all users have logged in to Online SuperOffice CRM after SharePoint is configured. Otherwise, we will not be able to create the document with the correct owner in SharePoint.​
• When documents are moved, templates will also be moved. All of them.
• Documents owned by users that does not exist in SharePoint, will get a new owner - SharePoint App (you can choose not to move such documents)​.
• These documents will also be in the folder "Other" if you have chosen Folder structure – user group.
• In order to moved these documents, we need a Global Administrator to authorize SuperOffice Documents library app.
  • This app has already been approved if customers are using Visible for (Groups and ..)​
• Documents that are successfully moved will be deleted from the source library​.
• Documents that can not be moved will be available as before​ (from CRM Online storage).

SuperOffice WebTools is a set of productivity tools for computers running both Windows OS and Mac. This includes document management integration against SuperOffice Web and CRM Online.

The SuperOffice WebTools app is free of charge and covered under the current Terms of Service for your SuperOffice CRM installation.

Sign Up and Download

To sign up as a Pilot Customer, your SuperOffice administrator simply adds your user or your user group to the "Join pilot program" in the preference section. This is done in the SuperOffice Settings and maintenance client;

Open "Settings and maintenance", go to Preferences / Functions / Join pilot program for WebTools 

You may add users individually, by user group, or include all users. Click [Save] to add users to the list.

SuperOffice Web will automatically detect new Pilot versions of WebTools and offer the user to update. WebTools can also be downloaded manually from the download menu inside SuperOffice.

Who can join the pilot program?

We are interested in hearing from customers who use:

* Online or SuperOffice OnSite Web 8.5 R06 (or newer incl. 9.x and 10.x) 

* Any browser supported by SuperOffice

* Optional: Microsoft Outlook 2007 or newer

* Optional: Lotus Notes 8 or newer

* Mac: OS X 10.10 (Yosemite) or newer

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 connection 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. 

Work just as effectively on your mobile device as you would if you were in the office. You can book meetings, update your sales pipeline, open and read documents, check the status of projects, follow up sales and manage your sales team – all from your mobile device.

Mobile CRM provides real-time access to your CRM data through an intuitive and user-friendly app that you can use on both your smartphone and your tablet.

This app should come with a warning because you can quickly become addicted to having things this easy. With SuperOffice Mobile CRM you are: always in-touch; always informed; always updated and always available.

SuperOffice Mobile CRM is available for iOS and Android devices and covered under the current Terms of Service for your SuperOffice CRM installation.

Sign Up

The app is in Beta, meaning that it is still in the testing phase. You get the beta-version by opting-in. By clicking the opt-in link and start using the app during its Pilot period, you have by default accepted the Beta Agreement Terms.

To sign up as a Beta user, simply sign up by following the instructions in these forms:

Android - Google Play: https://play.google.com/apps/testing/no.superoffice.mobile

iOS - Apple App Store: https://testflight.apple.com/join/VaSLz5VC

Simply click on the links above to start testing them.

Who can join the Beta?

We are interested in hearing from customers who use:

* Any Online or SuperOffice OnSite 9.1 or newer (incl. 10.x)

* Any device with minimum version:

* Android ver 8.0 and newer

* iOS ver 12 and newer

What's in it for you?

By being a Beta tester you will get a head start and early access to new versions. This Pilot program will be particularly valuable for users to test new features of Mobeil CRM and for SuperOffice - to make sure this version gives the desired results on stability and performance. New features and functions, as well as bug fixes, comes on each release

Work effortlessly between your Office 365 email and SuperOffice CRM with this add-in.

This is an add-in to Oulook. The connection will help you save time and stay productive by letting you access key SuperOffice CRM information and features directly in your email – so you don’t have to switch between systems.

Save new contacts and emails or see key contact history information quickly and easily through the add-in panel in real time.

The zero footprint application means you don’t need to install anything - simply add and connect. No installation also means no need to carry out updates. The cloud to cloud solution will centrally and automatically update everything for you.

KEY FEATURES INCLUDE:

* Save emails to contact cards in your SuperOffice CRM directly from outlook.
* Easily attach documents from your CRM, and archive communication into your CRM – without leaving Outlook.
* Zero footprint application - no installation requirements. Simply enable it on your browser.
* Cloud to cloud solution means no updating needed.
* Integration works with all applications across Outlook 365 platforms - Windows, MacOS, Android and iOS devices.

Who can join the pilot program?

This free add-in requires you to have

* CRM Online subscription

* Office 365 subscription

How to join the pilot program?

No sign up required, just deploy the add-in to the users. Read how to deploy the Oulook add-in in our pilot forum here.

What is it?

Any user can have any number of tabs open in Request Home screen, and we need a system to be able to detect, display or prompt users to refresh content:

* Functionality to detect, display or prompt users to refresh content in tabs

* Choose a technical solution that does not affect system performance

* Differentiate between three types of content in tabs: fixed searches, selections, and individual requests

* Use messages to notify active UIs about actions by users or backend processes

* Implement functionality for fixed searches and selections using Grids and ArchiveProvider backend

* Avoid fault situations for individual requests by limiting concurrent access or overwriting

Who can join the pilot program?

We are interested in hearing from customers who use:

* CRM Online version 10.2.6

* Pilot on Request Management

How to join the pilot program?

You will be able to sign up here when we start this pilot program

This pilot program will be handled centrally by the R&D Services team.

Effect of enabling the pilot feature:

You will soon find more information related to this in the Pilot Forum.