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How to replace the Reporter feature
Get insights into how you're using Reports today and use this into new ways of creating reports in SuperOffice.
11/19/2024Product Roundup October 2024 | Latest on Flows, Service updates, and what’s coming next
This Product Roundup covers the latest updates and improvements, including: - Follow-up dialog: A new way to register activities. - Column calculations: Perform calculations like sum and average directly in columns. - New SuperOffice Service: Enhancements and updates since the initial release. - Pilot program updates: Insights on Copilot, Custom Objects, and other ongoing pilots. - Flows for Marketing Premium: Discover the new automation engine designed to elevate your marketing. Plus, get a sneak peek at what’s coming next! Learn more about Flows for Marketing Premium here: https://www.superoffice.com/content/crm-marketing-premium/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!
11/06/2024Product Demo | Flows for Marketing Premium
Discover Flows for Marketing Premium in this quick demo! Get an overview of the editor and see how this powerful automation engine can transform your B2B customer journey—from lead management and nurturing to streamlined follow-ups. Learn more here: https://www.superoffice.com/content/crm-marketing-premium/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!
11/06/2024Introducing the improved Follow-up experience
The SuperOffice Diary, more than a calendar, is your key to efficient time management and robust communication tracking. In the latest update, we've enhanced the Follow-up dialog to streamline the creation of appointments and tasks. Discover how.
05/21/2024App-ify your SuperOffice with GetAccept
GetAccept: Streamline Agreements and Close Deals Faster! Tired of chasing signatures and wasting time on approvals? GetAccept by SuperOffice is here to revolutionize the way you close deals! Get started today! Visit the SuperOffice App Store to learn more about GetAccept. https://appstore.superoffice.com/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!
05/02/2024Latest forum posts
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BM
Beata MartinssonPartnerIs there any way for me to create a Web GUI that is visible as a navigator button, that changes the url of the current window? The default behaviour is to navigate to the specified url in a new window, but I would like to change my current one instead.
24 m ago | 03:03 PM -
BM
Beata MartinssonPartnerIs there any way for me to create a Web GUI that is visible as a navigator button, that changes the url of the current window? The default behaviour is to navigate to the specified url in a new window, but I would like to change my current one instead.
24 m ago | 03:03 PM -
Susan Laugaard HansenStaff
Hi Betina, Also note that in the Admin client we have a setting for which user "Roles" are allowed to add new tags directly in the user interface, without using the Admin client (Settings & Maintenance). You may want to restrict access for standard users to be able to create new tags on their own directly in the user interface. Maybe users should only be able to suggest new types of Tags, and then an system administrator creates the new Tags directly in the list...
3 h, 28 m ago | 11:59 AM -
Bas KreijveldStaff
Working flawlessly (for now :) ). Thanks a lot David!
23 h, 14 m ago | 04:13 PM -
Upload Bluesky Icon as additional option in social media buttons for footers in newsletters, etc.
17 Dec 2024 | 10:50 AM -
I need to be able to access a SQL Table in another database which I was told I can not do in CRM-script. Which is why I was looking for alternative methods and was just going to go straight SQL instead. We will never migrate to SO online as we have way too many customizations and the SO database is tied very closely to another in house DB. So not worried about that ever. I think this solved it for me once I make these changes. Thank you, Jeff
12 Dec 2024 | 08:45 PM -
Bas KreijveldStaff
You can not manipulate the "Task" button in a result list, but you can manipulate the 'right click' tasks on a result list (with the Task as mentioned). MainMenu class only is available for old service client, so you will not find your answers here. It all depends on what you are trying to achieve, but I am quite confident that all (new) possibilities will allow you to find a constructive solution. If not please contact your local consultancy team so they can assist on this topic.
3 Dec 2024 | 08:59 AM -
Pierre Van MeverStaff
Hi Frode, glad to hear that Activity Folders is working well for you! 🎉 You might also find some helpful tips and tricks in our Knowledge Base – definitely worth a look for getting the most out of it. Here’s a quick link: Quick-start guide for SuperOffice admins . Enjoy exploring!
14 Nov 2024 | 02:41 PM -
ok, i try to get this list with SearchEngine.
8 Nov 2024 | 07:43 AM -
Frode BerntsenStaff
Thank you for your feedback report We have submitted the issues to our development team for further evaluation and resolution It is now registered as Wishes, the ID are: 67286, 67287
7 Nov 2024 | 08:54 AM -
Eivind FastingStaff
Hello Jianchun, We always recommend developers use try/catch when writing code, and you can elevate your developer experience by adding the logging helper-method to produce logs that are easier to navigate through. Example usage: #setLanguageLevel 4; #include "lib-log"; //This is the log-helper-method-library, but you can include this in your code directly if you want String mainMethod(){ return "foo"; } try { String bar = mainMethod(); } catch { printLine("Exception caught: " + error); printLine("...at " + errorLocation); log(406, 5, "Exception caught: " + error, "...at " + errorLocation); // Uses the logger-method from the include } The try/catch will mean your code will no longer crash, and you can catch the error and/or even implement notifications. I also recommend you look at the option to activate trace on your script, but check the box "Only save if there is an unhandled exception" and use `forceSaveTrace(true)` in your catch-block. Have a SUPER day! //Eivind
29 Oct 2024 | 07:44 AM
Active forums
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Service managementLet's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.
12/17/2024 200 -
Core CRM features
Let's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity.
11/14/2024 164 -
Setting up and administrating Service
Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service.
12/19/2024 154 -
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Settings and maintenanceLet's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.
12/19/2024 136 -
SuperOffice add-ons
Let's talk about Customer Engagement Platform (web forms, chat, Customer Center) calendar synchronization, SuperOffice AI, and much more.
09/26/2024 115 -
Custom Objects
Introducing Custom Objects to replace Extra fields and Extra tables in Service: Auto generated archive tabs, SuperOffice Selections, Extending search capabilities on relational fields
12/18/2024 74 -
Sales management
Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.
11/08/2024 57 -
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AI Lab
11/07/2024 17