Support & frequently asked questions

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Latest Forum Posts

  • Kasper Rosenlund

    I looked at the new Custom Archives. Looks great so far. But I can't figure out how I choose a sale in this situation. Here I've added a sale-relation extrafield (Sale relation) on a request, and trying to use this to only show request linked to the salescard you're under. It doesn't look like I can choose anything in the field to the right.  I've tried with salename, saleId, variable '{sale_id}', variable '{sale_name} but nothing works so far.  If it works with link to extrafields, I think this can solve a lot of custom solutions at our customers, where we need to show tickets under project or sale :).

    Kasper Rosenlund 05-24-2022
  • Frode Berntsen

    What is Configurable Archives? Create custom archives of SuperOffice entities on main cards: * Add new archives with standard SO content​: * Apply additional filters to show a subset of standard SO content in the archive * Example: Document archive with contracts only * Example: Contact archive with engaged contacts only * Different layouts for different user groups​ * Decide which archives to include for a user group​ * Example: Hide Quote for users not using it Who can join the pilot program? We are interested in hearing from customers who use: CRM Online Sale Targets are only available in the Sales Premium subscription Sign Up You can  sign up now !. This pilot program will be handled centrally by the R&D Services team  How can you give feedback? We have several ways for you to give us feedback during the pilot testing: Pilot Forum  – this is the main communication channel to use. It is where we will inform everyone involved in relevant issues and is a place for you to post questions or provide feedback. You may receive answers from other customers, partners as well as our RnD resources. The pilot forum is only available to you when you have joined our pilot program. Feedback form  – there is a Feedback form which is available to everyone all the time  here . It can be an easy option to send us a message about anything you have tested. We want to know if you are particularly happy with something as well as hear about any issues you may encounter. Send us an email  – we have a dedicated mail address: pilot@superoffice.com you can use to send in your questions or comments. This may be helpful when you want to discuss issues particularly relevant to your installation and you don’t want to post on a forum.

    Frode Berntsen 05-24-2022
  • Frode Berntsen

    What is Configurable Archives? Create custom archives of SuperOffice entities on main cards: * Add new archives with standard SO content​: * Apply additional filters to show a subset of standard SO content in the archive * Example: Document archive with contracts only * Example: Contact archive with engaged contacts only * Different layouts for different user groups​ * Decide which archives to include for a user group​ * Example: Hide Quote for users not using it Who can join the pilot program? Requirements to use: * CRM Online v. 10.1.3 * License: Development Tools

    Frode Berntsen 05-24-2022
  • JV

    Hey There, please excuse the upcoming wrong terminology, I'm using SuperOffice in German so I don't know the correct english terms... I transferred the "Not deliverable" list, provided after an Email kampagne, to a selection, so I could see the responsible sales rep. of the addressees who couldn't be reached. (hope this makes sense) The "not deliverable" list in the campaign consists of 51 entries. The selection created out of that list contains only 34 entries (respectively 38, I tried it a couple of times and got different results). This is kinda annoying as I can't detect whats the problem. Tipps would be highly appreciated.

    Janka Vazquez 05-24-2022
  • Tony Yates

    Looking at the support case, it appears the customizations responsible for creating certain documents was not setting the documents extref property. This caused these documents to become marked for softdelete and thereby unavailable after a few days. When set correctly, documents remain available and open as normal. Best regards.

    Tony Yates 05-23-2022
  • Samuel Holmström

    Glad to hear that it all worked out for you! Have a great summer. 

    Samuel Holmström 05-23-2022
  • Pär Pettersson

    Hi, We have ran into an issue for an onsite customer that some documents never gets checked in, so we need to make an daily task to check them in using script. But, how can we identify what documents have been checked out? cant seem to find anything in the database, the only way seems to check if they file have been moved to the locked folder in so_arc. But, where is this information stored in the database? Regards Pär

    Pär Pettersson 05-23-2022
  • Samuel Holmström

    Hi, Morten.  Unfotently the chat is not accessible in the app Mobile CRM. How the chat would work in just a browser session of Superofifce on a phone or tablet I'm not sure off. But thats the way to be able to be acrive in the chat.  

    Samuel Holmström 05-21-2022

Actieve Forums

  • Tony Yates 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.

    05-23-2022 mode_comment 93
  • Frode Berntsen SharePoint Documents

    Open, edit and store documents in Office365 SharePoint directly from SuperOffice.

    05-18-2022 mode_comment 47
  • Frode Berntsen SuperOffice AI

    SuperOffice AI is an umbrella of specific AI Services that we integrate across our CRM Online product line. We will use public available AI services, like Microsoft cognitive services to process our CRM data and automate more of the manual processing our users spend time on today.

    04-27-2022 mode_comment 35
  • Janka Vazquez Marketing management

    Let's talk about customer segmentation (selections), communication campaigns (mailings), tracking marketing results.

    05-24-2022 mode_comment 26
  • Frode Berntsen SuperOffice Mobile CRM (for SuperOffice 9.x or 10.x)

    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.

    05-18-2022 mode_comment 13
  • Frode Berntsen SuperOffice for Outlook

    With the SuperOffice for Outlook add-in, you can save contacts and archive e-mails from your e-mail client. SuperOffice for Outlook provides access to your CRM data presented in an intuitive and user-friendly add-in in your e-mail client, - a “zero footprint” add-in for all Outlook apps (Web, Win, Mac or mobile)

    05-04-2022 mode_comment 6

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