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  • Hi Samuel, Yes I mean the Relation from Sale to Company. Which development tools you mean to create and implement this? The Target is, we want to integrate all Information from related Company, from Stackeholders, into Sales Tab for our Logistics: LogView. The Other Question is Trigger by User Events. Once Updates in Stacekholder and related Company, it should be automatically updated in this Tab. I don't found the suitable Trigger for this. Many Thanks!

    20 Mar 2025 | 10:54 AM
  • They have been added but a new version of docs needs to be published, see https://github.com/SuperOfficeDocs/superoffice-docs/blob/main/docs/en/onsite/feature-toggles.md

    19 Mar 2025 | 04:23 PM
  • In looking at https://docs.superoffice.com/en/document/templates/learn/quote-templates.html , AND the 'out of the box' template 'Grouped with Summary',   I was working toward/hoping for a result  something akin to the below  (this is a concept/mockup - so product names/prices are fictional.   Group GSA Products   (Product family1)         Item # Name Units List price Discount Ext Price 1234 Blue Product 4 1,250   5,000 1235 Green Product 3 2,130   6,390   Group total       11,390 Group Non GSA Product (product family 2)fq         2345 Red Product 1 450   450 2346 Yellow Product 2 674   1,348   Group total       1,798 Goup Shipping (Product family 3)         5555 Shipping costs – UPS Ground ex Warehouse       500   Group Total       500   Quote Total       13,669 What I am seeing is however:   There is no grouping that I can see that makes sense.   Not sure if this is relevant, but, if a line insert for productfamily is inserted, it shows up blank.   If the same is done with productcategory, it DOES display a value.   MERGEFIELD   TableStart:group «TableStart:group» MERGEFIELD   GroupBy:productFamilyKey   \* MERGEFORMAT «GroupBy:productFamilyKey» MERGEFIELD   group/groupField «group/groupField» template snip below (as mentioned, pretty much out of the box):   So, I must be missing something simple.   Thank you

    18 Mar 2025 | 02:07 AM

Active forums

  • Samuel Holmström Core CRM features 03/17/2025 mode_comment 175
  • Gerard van de Castel Setting up and administrating Service 03/11/2025 mode_comment 159
  • FR

    Sales management 01/10/2025 mode_comment 62

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