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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/!
11/06/2024Latest forum posts
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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 -
Gerard van de CastelStaff
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 -
Samuel HolmströmStaff
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 -
Samuel HolmströmStaff
Hi! Ilse. Thak you for your input, I will forward this to development.
20 Feb 2025 | 02:10 PM -
Samuel HolmströmStaff
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 -
Filip NormanStaff
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 -
Gerard van de CastelStaff
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
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Service management
Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.
02/24/2025 207 -
CA
Core CRM featuresLet's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity.
03/11/2025 174 -
Setting up and administrating Service
Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service.
03/11/2025 159 -
Settings and maintenance
Let's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.
01/10/2025 137 -
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 73 -
FR
Sales managementLet's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.
01/10/2025 62 -
RW
AI LabAI Lab
03/10/2025 23