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Everything you need to know about the new SuperOffice UI

New Year, new SuperOffice experience: your resolution for better relationships.

01/14/2025

Your daily planning just got upgraded: Discover the new Diary

We're thrilled to introduce a new Diary experience. This redesign is part of our ongoing efforts to improve the functionality and user experience of the whole CRM. But why, and what exactly is changing in the new Diary? Let’s dive in.

01/14/2025

SuperOffice Copilot: AI for smarter business

Your smart new assistant is here!

01/14/2025

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.

11/19/2024

Product 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/!

11/06/2024

Latest forum posts

  • I want to create a selection in SuperOffice that lists customers without any registered activity in the past year. Do you have any tips on how to set this up?

    11 Mar 2025 | 01:57 PM
  • Hi Alexander, You can import associate names by using their user ID in the Excl file. And we are in touch with you personally regarding importing values for a custom field.

    11 Mar 2025 | 08:15 AM
  • Hi Frode, Thanks for your reply. I will take it up with my collegae Arentsen why he removed it. Thx

    10 Mar 2025 | 01:03 PM
  • What I notice a little is that the AI finds it very difficult to train certain habits. It has a lot of trouble, especially when querying customer-specific fields. Even after about over 6 attempts, it still doesn't give me the desired results. It also has some trouble with follow-up tasks. In addition, the New Service module is very poorly connected, it makes no distinction between tickets with open/closed status despite numerous attempts to correct them. If I explicitly ask for open requests, it simply brings me everything. Even when I ask for requests for projects, it doesn't give me most of them. The AI tool completely loses the configuration when writing emails and it also translates automatically generated attachments. The tool is not a great relief at the moment, but it has great potential. In spite of everything, it also produces very good and precise results. But the downs are still in the majority to the ups at the moment.

    6 Mar 2025 | 07:20 AM
  • Hi Dick.  It follows the settings for the Request Category You can set it to follow the users prefereces also. Then each user can decide themself. 

    24 Feb 2025 | 02:34 PM
  • Hi! Ilse.   Thak you for your input,    I will forward this to development.   

    20 Feb 2025 | 02:10 PM
  • Hi Ole.    Thak you for this feedback.  I have seen lot of customers trying to "mimic" the old Service by adding lot of informaiton at the top of the screen, but often miss the key tool for this.  "Grids" So insted of adding information in one long list like this: You can use the space lie this:     And also use the top right corner next too the favorit.  You can also use different screens for different teams or types of requets.  This can help you remove data that is not needed for everyine or for every task. 

    20 Feb 2025 | 02:09 PM
  • Hi Bas, Thanks for the prompt response. Great then I know the limitation ! Thanks!

    20 Feb 2025 | 01:47 PM
  • Hi Maarten, The SuperOffice AI Lab features and SuperOffce Copilot uses software and services provided by sub-contractors of SuperOffice, such as Microsoft Azure OpenAI Services. Read through the terms here in full: https://www.superoffice.com/trust-center/agreements/ai-lab/ and see how it complies with your internal policies.

    19 Feb 2025 | 03:09 PM
  • Hi Terry, If "Company - Country" is your only criteria, then your selection results will be one of only companies. If you would like to see all contacts (persons) then you need at least one contact criterium. This could be "Contact - Full name starts with % ". And as Øivind mentioned, there are 2 E-mail columns, one for company and one for contact. Make sure to add the Contact - E-mail column if you want to see the e-mail addres of the contacts.

    10 Feb 2025 | 10:08 AM
  • Yes, we use that to get content from office, into SuperOffice, but I don't think (and cannot see in that documentation) anything about restoring the functionality of sending documents stored on Superoffice via email in the same way.  Have I missed something?

    23 Jan 2025 | 11:13 AM

Active forums

  • Samuel Holmström Service management 02/24/2025 mode_comment 207
  • CA

    Core CRM features 03/11/2025 mode_comment 174
  • Gerard van de Castel Setting up and administrating Service 03/11/2025 mode_comment 159
  • David Hollegien Settings and maintenance 01/10/2025 mode_comment 137
  • Bas Kreijveld Custom Objects 12/18/2024 mode_comment 73
  • FR

    Sales management 01/10/2025 mode_comment 62
  • RW

    AI Lab 03/10/2025 mode_comment 23