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How to replace the Reporter feature

Get insights into how you're using Reports today and use this into new ways of creating reports in SuperOffice.

11/19/2024

Product 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/!

11/06/2024

Product Demo | Flows for Marketing Premium

Discover Flows for Marketing Premium in this quick demo! Get an overview of the editor and see how this powerful automation engine can transform your B2B customer journey—from lead management and nurturing to streamlined follow-ups. Learn more 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/!

11/06/2024

Introducing Flows for SuperOffice Marketing: Nurture Relationships, Drive Growth

Transform your approach from chasing leads to nurturing lasting relationships. With our new Flow Builder, you can automate turning existing customers into growth drivers and make every interaction count. Discover Flows for SuperOffice Marketing in this video—the new automation engine that engages customers at every step of their journey. Nurture relationships, drive revenue, and make the most of every opportunity. Coming soon. Sign up and be the first to get updates. 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/!

09/19/2024

Introducing the improved Follow-up experience

The SuperOffice Diary, more than a calendar, is your key to efficient time management and robust communication tracking. In the latest update, we've enhanced the Follow-up dialog to streamline the creation of appointments and tasks. Discover how.

05/21/2024

Latest forum posts

  • 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 em
  • ok, i try to get this list with SearchEngine.

    8. nov. 2024 | 07:43 fm
  • Thank you for your feedback report We have submitted the issues to our development team for further evaluation and resolution It is now registered as Wishes, the ID are: 67286, 67287

    7. nov. 2024 | 08:54 fm
  • Thank you very much :)

    30. okt. 2024 | 11:08 fm
  • Hello Jianchun,  We always recommend developers use try/catch when writing code, and you can elevate your developer experience by adding the logging helper-method to produce logs that are easier to navigate through. Example usage: #setLanguageLevel 4; #include "lib-log"; //This is the log-helper-method-library, but you can include this in your code directly if you want String mainMethod(){ return "foo"; } try { String bar = mainMethod(); } catch { printLine("Exception caught: " + error); printLine("...at " + errorLocation); log(406, 5, "Exception caught: " + error, "...at " + errorLocation); // Uses the logger-method from the include } The try/catch will mean your code will no longer crash, and you can catch the error and/or even implement notifications.  I also recommend you look at the option to activate trace on your script, but check the box "Only save if there is an unhandled exception" and use `forceSaveTrace(true)` in your catch-block. Have a SUPER day! //Eivind

    29. okt. 2024 | 07:44 fm
  • Hi Tony, sorry, just noticed there was another reply - that also comes in very handy, thank you very much!

    22. okt. 2024 | 09:50 fm
  • I see that that issue is classified as a wish, so this is intended behavior? Then the tooltip text should be changed. Or even better, the use case of using UDef fields/custom objects in combination with "compare to period" should be supported 😃

    18. okt. 2024 | 06:08 em
  • Hi Thomas, try logging into the community page for bugs and wishes and then try checking the bug shared previously by Bas.  

    17. okt. 2024 | 06:11 fm
  • Exciting update for pilot users: New version 3 released this week! We are delighted to announce the release v3 of Custom Objects available this week for our pilot users. As we continue to enhance your experience, this update introduces new features and improvements. Here’s what’s new in v3 (Release 10.3.9): Customize Archive layout containing Custom Objects in the Screen Designer. New component to show, edit and delete an item from Extra Table. Create a trigger on loading a Custom Object to pre-fill fields based on CRMScripts. Read more in the  overview of Custom Objects Stay tuned for further updates as we continue to introduce more features in future releases. Enjoy the new capabilities in Custom Objects version 3!

    11. okt. 2024 | 01:24 em
  • How does SuperOffice AI translation for requests/appointments work? SuperOffice AI automatically translates text based on the language your SuperOffice is set to. For example, if you're using SuperOffice in Swedish and encounter text in English, the AI will translate from English to Swedish. There is no need to manually choose the language, as it adapts to your current SuperOffice language settings. How does SuperOffice AI determine which text to translate or edit? SuperOffice AI will work with either selected or unselected text based on your input. If you highlight specific text in an activity dialog or request, the AI will focus on translating or editing only that marked text. However, if no text is selected, the AI will use all the text in the dialog or request for its translation or editing suggestions. This feature, accessible via the new ✨ sparkle button, allows you to customize and refine the content without needing to copy and paste text into other tools. Whether you're seeking help to improve your text, shorten it, or rewrite it, SuperOffice Copilot adapts to your needs, making your tasks more efficient.

    10. okt. 2024 | 06:24 fm
  • Hi,   I want to write Email-Filter to prevent automatic reply of Customer about Out-Of-Office Mesasge in our Ticketsystem: Subject:. (Automatische Antwort|Abwesenheit). But it also blocks the Email Subject which operatively has the Word " Abwesenheit": My Question is, How can i  set my Email-Filter accordingly to prevent out-of-office answers ? Many Thanks!

    7. okt. 2024 | 11:04 fm

Aktiva forum

  • Povilas Bikmanas Service management 10-17-2024 mode_comment 193
  • Pierre Van Mever Core CRM features 11-14-2024 mode_comment 164
  • BB

    Setting up and administrating Service 10-30-2024 mode_comment 153
  • HW

    Settings and maintenance 10-22-2024 mode_comment 131
  • Susan Laugaard Hansen SuperOffice add-ons 09-26-2024 mode_comment 115
  • David Hollegien Custom Objects 10-18-2024 mode_comment 71
  • Jianchun You Sales management 11-08-2024 mode_comment 57
  • Frode Berntsen AI Lab 11-07-2024 mode_comment 17