Getting started with SuperOffice forums

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Learn how to get started with SuperOffice forums, how to create posts and replies.

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Follow-up

When I create a new Appointment with a specific Follow-Ups type, for example service, I want a document to be automatically created. Is this possible?

DB

Dan Behmer
2
1
26. feb. 2024 | 10:45 fm
Ämne:
Welcome to Forums! Let´s get acquainted

Senaste svar

Hi Dan.  We have some tools for automation, called triggers and Macros. But there is no macro for creating a document. So even if you use "after save new appointment"  There will be no macro for generating the document, you can create sales, or other types of enteties, but not documents. So this will have to be set up with script. 
by Samuel Holmström
28. feb. 2024 | 01:47 em
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Create an automaticly answered from a status in ticket / service

Hi.  I would like make so that when I change an status in service it will be automaticly sendt an email to customer.  For notice this is not the "standard status" but a new type of status I have added in the line:  I have tried to make make this based on macro but whitout any luck.  Someone who is having some tips of how I should "build" this macro for making this automaticly aswered go out to the customer?     

JG

Johanna Gustafsson
2
3
20. nov. 2023 | 08:57 fm
Ämne:
Set yourself for success

Senaste svar

Hi, Johann! You can create a reply template like this:   And in step two you find the statuses like this:   let me know if you run in to any issues.  
by Samuel Holmström
20. dec. 2023 | 12:26 em
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How to filter inquiries by Mailbox?

Hi All,  we have multiple inboxes such as sales@ info@ ... I need to filter out all requests, which came in via Mailbox sales@ so that I can count, if all messages were succesfully imported into the system. I tried using the normal filter options, but I cannot filter by "Incoming Mailbox". How can I filter out all requests, which came in via the Mailbox "sales@" or "info@" into a list?    At the end of the day I just need to make sure that all emails that came in have actually been successfully added to SO. If there is a better way, please let me know. 

PN

Patrick Neikes
2
3
5. okt. 2023 | 11:50 fm
Ämne:
Set yourself for success

Senaste svar

In mail_in_filter table filter_id = id I have marked in green the IDs you need to look at  The next step would be to open your search for your requests and add ticket.filter_id variable as your search criteria  or you can add a new column with this variable 
by Donatas Sasnauskas
5. dec. 2023 | 07:52 fm
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Removed a line in sales details

Hi.  How do I removed this "saker" thats yellow in the picture below. The picture if from the sales oppertunity side. 

JG

Johanna Gustafsson
1
2
17. nov. 2023 | 11:04 fm
Ämne:
Set yourself for success

Senaste svar

aaah perfect. Thank you so much! =) 

JG

by Johanna Gustafsson
17. nov. 2023 | 01:42 em
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From voice to text in the web application

In Mobile CRM it is possible to use voice control to add text in descriptions. I have users who would like this functionality logging into the web application on their computer. Is that possible? Cathrine

CG

Cathrine Gundhus Dyrberg
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1
24. aug. 2023 | 02:02 em
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Getting started with SuperOffice forums

Senaste svar

Hi Cathrine In Mobile CRM we use the build voice to text-feature in the mobile phones. In iPhone it is Siri that "translate" voice into text.  Not SuperOffice. I guess that if the same feature is wanted in our web application, you must explore if similar features exists in web browsers, and if so use that browser when adding descriptions in SuperOffice.
by Susan Laugaard Hansen
26. sep. 2023 | 01:54 em
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Create a selection with many companies ..

Hello everyone, I need to create a selection with 200+ companies, but I'm not sure how to do it the easiest way. I already have the companies in SO, and I've tried to create a criteria using "company:name = equal to" and then comma-separate the companies I want in the selection, but without success. Is there another way to create the selection without having to add all 200+ manually? It's not possible to create a selection with "sales=" because it's a "unique" list that sales has created...

KB

Katrine Brandt
2
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14. sep. 2023 | 09:49 fm
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Welcome to Forums! Let´s get acquainted

Senaste svar

Hi, Katrine! We don't have a function for creating a selection based on an Excel file like this. One way to handle this is to create an interest, for example, 'import sep, 2023,' and add this interest in an import file. Then, update this interest on all the companies with the help of the import. Afterwards, search for all the companies that have this interest. It's a bit of a cumbersome step, but it's the best method I can think of. Just make sure that you only have the company name and the new interest in the import file so that no other information is overwritten and no new company is created.
by Samuel Holmström
18. sep. 2023 | 10:10 fm
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Sending out e-mail from Outlook to many contacts

Hello, I have the question - when I am sending out e-mail from Outlook to several contacts - this e-mail is saved in Super Office only to the first contact from the list . What about the others? Is it possible to save e-mail for all recepients in Super office? What has to be done?  

OP

Olga Philippenko
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1. sep. 2023 | 01:18 em
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Welcome to Forums! Let´s get acquainted

Senaste svar

Hi Olga, If you want to store the e-mail you send stored with every contact, that you should use the Marketing module for sending the e-mail. It is not possible (unless you want to do it manually) to store the e-mail with every contact when sending through Outlook.
by David Hollegien
4. sep. 2023 | 07:25 fm
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How to set subscription link in email in marketing, alternatively change text on page/form for subscription changes

Customer needs a link for subscription in an email. The reason is that receipients forward emails to colleagues, who should be able to make their own subscriptions. The only possibility now is to use the link for change of subscription. This works, but the heading and introduction text is not the best for new subscribers. So, if it is not possible to have a separate link for subscription, is it possible to change the text in the form?
Anne Branden
2
1
21. mars 2023 | 08:07 fm
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Welcome to Forums! Let´s get acquainted

Senaste svar

If the email is forwarded, all links to the subscription page are always openend using the orginal recipient's identity. Which is not desirable. A solution would be to create a SuperOffice form without pre-filling any of the fields and let them subscribe to the mailings (contact - subscription field).
by David Hollegien
21. mars 2023 | 08:59 fm
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Meet our Forum Team

Hey there!   Isn't it wonderful to know more about the person that replies to you on forums? We mean more than name, avatar and a staff badge. Like what is that person up to, what they do in SuperOffice and what they enjoy doing for fun?   We think it's worthwhile for members to connect this way. We asked our Forum team, who hang out here every day, to answer a few questions about themselves. Below you'll find interesting information about our Forum Team members. Feel free to post any question to the person under their reply. 

L

linap@superoffice.com
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12. okt. 2021 | 01:02 em
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Welcome to Forums! Let´s get acquainted

Senaste svar

Hi Lina. Thanks you for taking on this mission to help our customers get more out of their SuperOffice solution. Introducing Customer forums has been on our wish list for years. Now we are here. Good luck and I am looking forward to joining the conversations :-)
by Hans Chr. Grønsleth
16. dec. 2021 | 11:28 fm
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Introduce yourself and meet others

Welcome to the SuperOffice forums!     Wouldn’t you like to know a bit more about the people who hang out in SuperOffice forums and reply to posts? We do!   Let us know who you are, how long you have used SuperOffice CRM and what topics are of interest to you at the moment! Don’t forget to fill in your Mini CV! Who knows what valuable connections this can bring?

L

linap@superoffice.com
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12. okt. 2021 | 01:39 em
Ämne:
Welcome to Forums! Let´s get acquainted