Find a pilot program to join

Introducing Custom Objects to replace Extra fields and Extra tables in Service 🚀

Auto generated archive tabs 

When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket). 

Implementation uses configurable screens framework to add tabs in UI. 

SuperOffice Selections

SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known SuperOffice entities. Users will therefor not be limited to using SuperOffice Service for creating selections/searching for data any longer.

If any visible Extra table contains field pointing to entity(Company, Contact, Sale, Project, Request, Activity) we include it as a “top” node to select from in selections.

Extending search capabilities on relational fields

Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct. 

Preview details of a Custom Object in the Side Panel

With this feature, you can preview all data from a Custom Object in the Side Panel by selecting preview from the drop-down. This also enables easy navigation to related standard or Custom Objects directly from the Side Panel. Clicking on a standard object will navigate you to that object, while clicking on a custom object link will open a dialog for viewing or editing additional information.

Search/Selection/Dashboard on Custom Object without a relation to a standard entity

You can search directly for your Custom Tables/Custom Objects and save them as selections or create Dashboards. This functionality no longer requires a relation to a standard entity, providing you with search results as a list of items from the Custom Object. You can also use your Custom Objects as criteria in your datasets to visualize them in charts with full drill-down capabilities in standard SuperOffice Dashboards. 

When can I join?

The start of the pilot program was April 2024.

Who can join? 

Customers who want to sign up need to:

✔️ Use SuperOffice CRM Online 

✔️ Use Service: extra table

Effect of enabling the pilot feature:

1. All users will join the pilot automatically upon opting in.
2. Archives are automatically added to related standard entities.
3. SuperOffice Selections gain search capabilities for Extra tables.
4. Previews are available for Extra table entities.
5. New features and functions released for Custom Objects will be automatically enabled for tenants already participating in this pilot program.

Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license.

Click here to learn more and sign up.

Sign up for pilot programs >>

👥= All users will join Pilot

Once you have opted-in - all user will automatically get the pilot-versions we make available.

Introducing AI-enabled features in your CRM system 🚀

AI Lab is our new program designed to test out and explore new AI-enabled features.

The first set of features available to try is our SuperOffice Copilot. 

SuperOffice Copilot offers AI-enabled features to assist with your everyday tasks.

For example:

👉Get information about your prospects and customers, so you can better gauge what you want to do next or assist your preparation before having a conversation

👉Get a suggested pitch or proposal when you are stuck and need inspiration or need to get something done fast

👉Get a summary of a request letting you quickly understand the essence of a conversation to help you provide input.  

👉Get help when creating text in an appointment or a request helping you do more in less time

and more! The applications and uses are many and more will come. 

When can I join?

The start of the pilot program was March 2024.

Who can join? 

Customers who want to sign up need to:

✔️Use SuperOffice CRM Online 

✔️ Accept the TERMS FOR SUPEROFFICE AI LAB 

Please note that some of the AI-enabled features may only be available if you also use the latest versions of SuperOffice, such as the latest version of SuperOffice Service, or even are a pilot customer of specific features like the new Follow-up dialog for example.  

Click here to learn more and sign up.

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 Outlook. 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.