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Everything you need to know about the new SuperOffice UI
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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.
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Your smart new assistant is here!
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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/!
11/06/2024Latest forum posts
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With CRM Sales > Activities -> right click document and select "Send As Email" It always fails with an error: "Superoffice Mail Link was unable to connect to the outlook process. Please restart Outlook if it is running." Whilst the current task seems to be "- Creating new email" This happens after the mail link balloon has run through several tasks, and opened Outlook itself correctly if it was not open. Happens on Windows 10 or 11 mail link / Web tools-2024.05.16-03 (13.0.177.0) Outlook Microsoft Outlook Version: 1.2025.109.100 (Production) Client Version: 20250110003.19 WebView2 Version: 131.0.2903.146 Microsoft 365 account Have reinstalled both Outlook and web tools Have enabled logging for Webtools in Computer\HKEY_CURRENT_USER\SOFTWARE\SuperOffice\DocLink But the log doesn't contain any useful information about the new email task. Any ideas to get running again?
8 t, 44 m siden | 03:12 p.m. -
Hi, thanks for your answer
10. jan. 2025 | 10:36 a.m. -
David HollegienPartner
This is a bug, see: Export to Excel - "Service Tags" are not exported properly and Tag IDs exported to MS Excel shown in column as number not text Sadly, there is no easy workaround available. Only solution here would be to create a custom field on the request and fill that automatically with the names of the linked tags, but that would require a consultant.
10. jan. 2025 | 10:16 a.m. -
David HollegienPartner
You can use soprotocol: links to open stuff from SuperOffice using a navigator button, if you want to open something outside SuperOffice in the same window, that is not possible.
10. jan. 2025 | 10:05 a.m. -
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.
19. des. 2024 | 03:03 p.m. -
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...
19. des. 2024 | 11:59 a.m. -
Bas KreijveldStaff
Working flawlessly (for now :) ). Thanks a lot David!
18. des. 2024 | 04:13 p.m. -
Upload Bluesky Icon as additional option in social media buttons for footers in newsletters, etc.
17. des. 2024 | 10:50 a.m. -
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. des. 2024 | 08:45 p.m. -
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. des. 2024 | 08:59 a.m. -
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 p.m.
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