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178 Samtaler

Did you get stuck with your task? Do you need help using SuperOffice CRM? Did you find a creative workaround for a task you couldn't accomplish? This is the place to post questions, share tips and workarounds and help others.

All conversations (178)

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Button for using templates has been moved?

Hello. We discovered today that our button for opening stored templates has been moved from the mail window and to a sidepanel on the right side of the screen. We have also noted that for new requests (mail) it is not possible to use the feature at all.  This affects us quite much with thousands of emails beeing sent every day with our own premade templates. As we have made some setup ourself, im not sure if this affects all, or just us. How can we move it back to as we had it before as this makes answering emails less effective?

DF

Daniel Fredriksen
2
1
23 t, 44 m siden | 07:34 a.m.
Emne:
Core CRM features

Siste svar

Thanks for the feedback Samuel :) Sounds promising, and looking forward to see it in action. Good summer to you too

DF

by Daniel Fredriksen
18 t, 48 m siden | 12:30 p.m.
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Relations - possebility to pull out report on companies that has a certain relations type

Hi, We are using Relations to control third-party companies that are delivering services to our customers. Is there a way to get a report on all companies with a particular type of relation?

BL

Bjørn Lindebrekke
2
7
2. apr. 2025 | 09:08 a.m.
Emne:
Core CRM features

Siste svar

Hi Bjørn, I will make a new request and give you feedback 👍
by Øivind Urdal
19. jun. 2025 | 06:56 a.m.
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Dashboard with information from static selctions

Hi,  I received a request from a colleague to create a dashboard with certain information. The information is so important that static selections are needed. However, when trying to create a widget and searching for the specific selection, it looks like only dynamic selections are allowed. Is that correct, or am I doing something wrong?

BL

Bjørn Lindebrekke
3
5
19. mai 2025 | 04:49 p.m.
Emne:
Core CRM features

Siste svar

Thanks, appreciate your effort.

BL

by Bjørn Lindebrekke
20. mai 2025 | 07:29 a.m.
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Form response not being sent

Hi SuperOffice Support, I’m reaching out regarding an issue with a mailing I’m preparing in SuperOffice. It’s an invitation to a webinar, and I’ve used the same process several times before without any problems. The reader registers by filling out a webform, which then shows a "Thank you for your registration" message on screen, as expected. However, the confirmation email that should be sent to the address provided in the form is not being delivered. I’ve checked that the form and confirmation settings are the same as previous campaigns, but the confirmation email isn’t arriving – not even in the spam folder. Could you please help me understand what might be going wrong or if something has changed in how email confirmations are handled? Thanks in advance, //Åsa

ÅS

Åsa Snaar
3
1
6. mai 2025 | 12:03 p.m.
Emne:
Marketing management

Siste svar

Hi Åsa, Thank you for your detailed description of the issue. This matter is best handled by taking a closer look at how your webform and mailing are configured. I have registered a request on your behalf and one of our Support agents will get in touch with you soon.
by Gerard van de Castel
7. mai 2025 | 12:54 p.m.
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Sorting by sales amount

Hi, Are there any plans to make it possible to sort sales amounts from highest to lowest? 

Thomas Østrem
2
2
29. apr. 2025 | 10:17 a.m.
Emne:
Core CRM features

Siste svar

Awesome 😀

by Thomas Østrem
29. apr. 2025 | 11:14 a.m.
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SUPEROFFICE 7,5 ADMIN OPTIONS NOT WORKING

We run the Superoffice 7.5 vertion for several years so far, with no major problems. Today the admin software failed to open the options tab. The only thing that appears are the change of serial number selection with the Yes and Cancel greyd, not working.  I need to force out a user since while he tries to log in he gets a report "you are already log in", and I do not have the options? Any ideas???

PM

Panagiotis Mourelatos
1
0
15. apr. 2025 | 10:45 a.m.
Emne:
Service management
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Using ERP Sales Data from Keyforce in SuperOffice Selections

Im using SuperOffice with a Keyforce integration. I’d like to create a selection based on what our customers have purchased (turnover) this year – but using data from our ERP system, which is synced to SuperOffice via Keyforce. Is this possible? Or do I need to go into each individual company card to view this information under the Keyforce “Sales Figures” tab? We’re really hoping to be able to combine ERP sales data with selections in SuperOffice – is there any way to achieve this? P.S. We are not using the sales funnel in SuperOffice, so all turnover data only exists in the ERP system.

CA

Christian Andersen
1
0
3. apr. 2025 | 08:38 a.m.
Emne:
User forums
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Selection - Customers without any activity in the past year

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?

CA

Christian Andersen
3
1
11. mar. 2025 | 01:57 p.m.
Emne:
Core CRM features

Siste svar

Hi Christian.  We have an FAQ regarding this: You can find it here: How do I get an overview of all companies in SuperOffice CRM without any activity? Pleaes reach out if you run to any issues. 
by Samuel Holmström
17. mar. 2025 | 07:11 a.m.
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Status

Does the status of a case not change automatically when a response has been sent to the customer but the case has not been closed?

DW

Dick Wedholm
2
1
24. feb. 2025 | 08:16 a.m.
Emne:
Service management

Siste svar

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. 
by Samuel Holmström
24. feb. 2025 | 02:34 p.m.
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Social Media Icons Update

Upload Bluesky Icon as additional option in social media buttons for footers in newsletters, etc.

IH

Ilse Hildbrand
0
1
17. des. 2024 | 10:50 a.m.
Emne:
Service management

Siste svar

Hi! Ilse.   Thak you for your input,    I will forward this to development.   
by Samuel Holmström
20. feb. 2025 | 02:10 p.m.