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What Is Custom Objects?
What Is Custom Objects? Custom Objects represents a significant change that will eventually merge user-defined fields, Extra Fields, and Extra Tables in Service into one powerful CRM toolkit. To ensure a smooth transition, we're rolling Custom Objects out in phases: The foundation phase - available in Pilot now : Join the pilot program to create and define custom objects like entities, tables, fields, and relations. Seamlessly integrated into SuperOffice CRM, Custom Objects are no longer limited to Service; they will be visible in all archives, search, selections, and more; simplifying data management and search across the platform. The enhancement phase - available in Pilot later this year : In upcoming releases, we'll introduce additional features like creating dashboards and designing custom screens, archives, and dialogs using intuitive layouts in the screen designer. These enhancements will further streamline your workflow and improve user experience. This is what we introduce in the first version: Auto generated archive tabs When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket). Implementation uses configurable screens framework to add tabs in UI. SuperOffice Selections SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known SuperOffice entities. Users will therefor not be limited to using SuperOffice Service for creating selections/searching for data any longer. If any visible Extra table contains field pointing to entity( Company, Contact, Sale, Project, Request, Activity) we include it as a “top” node to select from in selections. Extending search capabilities on relational fields Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct. Read more here: https://community.superoffice.com/en/product-releases/pilot-programs/current-pilot-programs/custom-objects/ Who can join? Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online ✔️ Use Service: extra table Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license. Sign up for pilot programs >> Effect of enabling the pilot feature: 👥= All users will join Pilot Once you have opted-in - all user logging in to this tenant will automatically get the pilot-versions we make available. New archives / Tabs have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket). SuperOffice Selections search capabilities to search against Extra tables New preview of Extra table entities. Getting Started with Custom Objects: Now users will see archives have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket). They now have search capabilities to search against Extra tables with fields pointing to known SuperOffice entities in SuperOffice Selections They will also see there is a preview to give user more insight into each entity in results for these Extra table entities. What's in it for you? By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience. This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.
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Exciting update for pilot users: New version 2 released this week! We are delighted to announce the release v2 of Custom Objects available this week for our pilot users. As we continue to enhance your experience, this update introduces significant new features and improvements. To ensure a smooth transition, we are rolling out Custom Objects in phases. Here’s what’s new in v2 (Release 10.3.7): Preview Custom Objects in the Side Panel : Now you can preview all data from a Custom Object directly in the Side Panel by selecting the preview option from the drop-down. This feature also allows easy navigation to related standard or Custom Objects. Clicking on a standard object will take you to that object, while clicking on a custom object link will open a dialog for viewing or editing additional information. Search, Selection, and Dashboard Capabilities for Custom Objects : With this release, you can search directly for your Custom Tables/Custom Objects and save them as selections or create Dashboards. This functionality no longer requires a relation to a standard entity, giving you the flexibility to view search results as a list of items from the Custom Object. Additionally, you can use your Custom Objects as criteria in datasets to visualize them in charts with full drill-down capabilities in standard SuperOffice Dashboards. 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 2!