Administrator forums

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Did you get stuck with the setup of SuperOffice CRM? Do you need inspiration on how to automate the work process or simply get more of your solution? Here is the place to post questions, share tips and workarounds and help others.

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DataBridge webinar recordings

From time to time we talk about DataBridge features, use cases and pilot programs in webinars. If you missed a webinar or would like to view the past webinars, visit the below link with the latest recordings. You can also find the upcoming events on that page. https://superoffice.clickmeeting.com/
Marcel Spapens
2
1
30. mai 2023 | 08.03 a.m.
Emne:
SuperOffice add-ons

Siste svar

Thank you, for the link to the recordings...
by Susan Laugaard Hansen
30. mai 2023 | 08.17 a.m.
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Download Link for WebTools 12.2

Hi all,   One of our largest customers is currently still using Office 2016 and is therefore affected by this problem: When using newest Web Tools 12.7.2 with "older version of Outlook" 2016 or lower - invitations are not sent out properly Could someone help me out with a download link for WebTools 12.2? The customer is currently moving to the cloud but will keep Office 2016. So for the rollout we would need to deploy WebTools 12.7.2 in the Citrix environment. Thanks in advance! Georg
Georg Diczig
1
0
30. mai 2023 | 07.50 a.m.
Emne:
Settings and maintenance
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SO Protocol in external window

In the Online we have an application running in the web panel. Application is using superoffice protocol to navigate and open documents and it is working fine. But when run in the external browser window, superoffice protocol keeps opening SuperOffice in the new browser tab. Is this something that can be somehow fixed so the SuperOffice keeps the same tab all the time?
Josip Maric
3
3
23. mai 2023 | 07.18 a.m.
Emne:
SuperOffice add-ons

Siste svar

Hi!  We have an app that uses SuperOffice: protocol from the desktop (via SuperOffice web extensions), and sometimes SuperOffice reuses the tab and just jumps to the entity you wish, but also sometimes, a new tab is opened.  But remember, if you are typing on something in SuperOffice, e.g. an appointment, you don't want it to jump to another place, you want a new tab to be opened. So I think SuperOffice do it as they should, even if they sometimes open a new tab, even if you are not in editmode on the current SuperOffice page.   BTW: we also use Crossmessaging in other products and it is the same pattern we see.
by Martin Andersen
24. mai 2023 | 07.45 a.m.
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Setting the default request owner to (Active User)

Hi, Is there a setting to change the detault owner of a ticket to (Active User), if the ticket is created using the interface (as opposed to coming in by email).  I have looked all round the system, and cannot find a setting to change the default owner of the ticket. Many thanks, Trevor
Trevor Sharp
2
2
6. apr 2023 | 09.06 a.m.
Emne:
Setting up and administrating Service

Siste svar

Hi David, That's brilliant, I even looked in the user settings and missed it, so thank you for pointing this out. Trevor
by Trevor Sharp
6. apr 2023 | 11.39 a.m.
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Visning af ikoner og profilbillede i Dashboard

I det gamle Dashboard kunne vi vise profilbillede af sælger/ejer ud for de seneste vundne salg. I det nye dashboard kan vi kun vise Ikonet "Enhed" og ikke sælgers/ejers profilbillede. Kan det ændres i opsætning?  

HS

Henrik Salling
1
0
30. mar 2023 | 12.42 p.m.
Emne:
Settings and maintenance
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Simple table with link to company cards

Hello community! I've used this tutorial as the basis for a custom table displayed in the company archives, describing relations between different contacts: https://docs.superoffice.com/en/ui/blogic/tutorials/custom-db-and-ui.html Is there some way to include a link to the contacts in the table displayed ?

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mto
1
0
29. mar 2023 | 12.58 p.m.
Emne:
Administrator forums
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Superoffice CRM connection with Cloudya Webapp

Dear Superoffice-Team Did you get stuck with the setup of SuperOffice CRM? Yes, yes I did. I want to connect the Cloudya desktopapp to the Superoffice Webapp. This is the Documentation of NFON on how to do it: https://www.nfon.com/en/service/documentation/manuals/cloudya/desktop-app/cloudya-desktop-app-manual/b-using-the-app/cloudya-crm-connect Basically in the CRM Options of Cloudya you have a dropdown for preconfigured apps and a button for other apps which asks for a code to be entered. I have confirmed with the NFON-Support that this code can be provided by you.  Can you help me with setting this up? kind regards Daniel Tilge CONFORM IT-Systemhaus

DT

Daniel TIlge
1
0
17. mar 2023 | 09.38 a.m.
Emne:
Settings and maintenance
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Categories and subcategories - 'inheritance of rules/users

Have a customer that is prototyping/developing Customer Service.  - (btw: this is an ONSITE install) The customer contact has set up a somewhat more elaborate structure that what may be usual,  in that there are many sub categories, and subs under that. If this is the best way to go about adressing needs aside , the question is:   Can a subcategory be set to 'inherit' from parent. I.e If category x has members 123 and default y and assigment method is (some value), then, these values will apply to all subs under the main ?   As far as I can see, there is nothing in the interface that will do so. Are we missing something ? is this at all doeable... and, if so, where ?     thank you  

ES

Eirik Simonsen
2
1
16. mar 2023 | 05.11 p.m.
Emne:
Setting up and administrating Service

Siste svar

Hi, Eirik.   I´m not sure if this will be the exact answer to your question. But this is how we solved it at support.   We took a bit different approach to this at support.  So instead of building a deep hierarchy only with only categories we build two different hierarchies.   We used the standard category function for keeping all team-related things apart.  The Swedish team has its own 2 categories and the Norwegian team has its own and so on.   But we had several things that were not related to  who  had to do the request but rather  what  the request was about, and this structure was is the same for all the teams or at least for all support teams.     What we did was build a hierarchy structure in a separate table and used it for putting requests in the right area, you can call it some kind of categorization.    So the standard categories are used for the team structure and  where in the organization  the requests are and  who  should handle it.    And the custom table (Support product area) is  where in the product  structure the question was about.    I used this forum post as the foundation for building the structure. https://community.superoffice.com/sv/technical/forums/api-forums/service-crmscript/cannot-create-a-hierarchical-table/     I have one table where I add the items. And then I have a table relation pointing back to the same table. And then relation to this from the ticket table. As you can see the item “Target” has a relation to “Dashboards & Target” and that one has a relation to “ Navigator 100”   Some limitations exist and are good to know about. There is no “soft delete” meaning that if you delete a value in the list then the information is gone from all requests with this value. And you can´t do big restructuring after you have started to use the system since it can be problems with the hierarchy levels after you moved them around.
by Samuel Holmström
17. mar 2023 | 07.35 a.m.
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Ticket via SuperOffice Forms - email back to submitter?

Hi, I just want to make sure I haven't missed any options. A customer asked if it is possible to send out an email to the person submitting a ticket via a SuperOffice Forms. Using "Form response" doesn't give you the possibility of including the ticket ID so I am looking at reply templates. But using a trigger to send a reply template to the person does not seem to work in this case as the persons email adress is only available in the message and not among the variables. So are the only option using CRMScript to handle this?

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patrikl
2
5
22. mar 2021 | 12.00 a.m.
Emne:
SuperOffice add-ons

Siste svar

I tried that but the sent reply does not end up in the ticket wich makes it a bit confusing for the support crew. I would also want to add a CC on the ticket to the sales crew but found no way to achieve that either. Any ideas?
by Jonas Holtbo
17. mar 2023 | 07.21 a.m.
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How can I create a dialog with yes/no when creating a new follow-up

I have created a macro that creates a new follow-up next week when a specific follow-up activity is completed. Nice. In our Social selling approach, I want to create follow-ups automatically next week, but only three weeks in a row. Every time the follow-up is completed, another one is built in 7 days. But after three weeks, we want to stop making follow-ups for this customer. So my question is: In the pop-up that shows that we create a new follow-up, can I add a yes or no so that the user can decide not to make the new one? Here is the setup I created.     I hope this was clear and looking forward to some suggestions here.
Hans Chr. Grønsleth
1
0
16. mar 2023 | 04.08 p.m.
Emne:
Settings and maintenance