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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 (170)
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
Ämne:
Core CRM features
Senaste 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
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
Ämne:
Service management
Senaste 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
Social Media Icons Update
Upload Bluesky Icon as additional option in social media buttons for footers in newsletters, etc.
IH
Ilse Hildbrand
Ämne:
Service management
Senaste svar
Hi! Ilse. Thak you for your input, I will forward this to development.
by Samuel Holmström
Service and screen utilization
Hi We really like the new service and the capabilities to connect everything way better than before. There is however one thing that is a struggle, we often need to work on our laptops and here it seems like the screen isnt really utilized and this has not changed with the new UI update. The problem is that the "request properties" in the right side take to much room and likewise the top bar since we have it displaying important additional information. I'm wondering if there is a method to be able to show / hide those 2 displays to get more rom for working with the content of the case? Also, are we the only ones with this problem? Best regards Ole
Ole Ejlersen
Ämne:
Service management
Senaste svar
Hi Ole. Thak you for this feedback. I have seen lot of customers trying to "mimic" the old Service by adding lot of informaiton at the top of the screen, but often miss the key tool for this. "Grids" So insted of adding information in one long list like this: You can use the space lie this: And also use the top right corner next too the favorit. You can also use different screens for different teams or types of requets. This can help you remove data that is not needed for everyine or for every task.
by Samuel Holmström
How to export all contact and emails?
Hello, I am wondering if you could help me because I do not understand the logic behind Selection. When I looked for ALL the contacts, I expected their e-mails to be filled in... but most are empty on the Results screen. When I look into the contact itself, it is there. So why? I truly hope that someone can advise me. Thanks. Terry
TW
Terry Wong
Ämne:
Core CRM features
Senaste svar
Hi Terry, If "Company - Country" is your only criteria, then your selection results will be one of only companies. If you would like to see all contacts (persons) then you need at least one contact criterium. This could be "Contact - Full name starts with % ". And as Øivind mentioned, there are 2 E-mail columns, one for company and one for contact. Make sure to add the Contact - E-mail column if you want to see the e-mail addres of the contacts.
by Gerard van de Castel
SuperOffice Mail Link was unable to connect to the Outlook process.
With CRM Sales > Activities -> right click document and select "Send As Email" It always fails with an error: "Superoffice Mail Link was unable to connect to the outlook process. Please restart Outlook if it is running." Whilst the current task seems to be "- Creating new email" This happens after the mail link balloon has run through several tasks, and opened Outlook itself correctly if it was not open. Happens on Windows 10 or 11 mail link / Web tools-2024.05.16-03 (13.0.177.0) Outlook Microsoft Outlook Version: 1.2025.109.100 (Production) Client Version: 20250110003.19 WebView2 Version: 131.0.2903.146 Microsoft 365 account Have reinstalled both Outlook and web tools Have enabled logging for Webtools in Computer\HKEY_CURRENT_USER\SOFTWARE\SuperOffice\DocLink But the log doesn't contain any useful information about the new email task. Any ideas to get running again?
TW
Tim Welford
Ämne:
Core CRM features
Senaste svar
Yes, we use that to get content from office, into SuperOffice, but I don't think (and cannot see in that documentation) anything about restoring the functionality of sending documents stored on Superoffice via email in the same way. Have I missed something?
TW
by Tim Welford
Trigger after save projectmember by delete
Hi, why the trigger doesn't be activated by projectmember delete ? I want to mahe something by delete projectmember. And i can refresh the project panel after the trigger by projectmember add ? I have changed a udef value but the project panel muss be refresh. Thanks for your response. Fabrice
FR
Fabrice Reithinger
Ämne:
Sales management
Senaste svar
Hi, thanks for your answer
FR
by Fabrice Reithinger
Tags in export
When I try to export something from SuperOffice to Excel, the tags are exported as numbers. So for example, the first tag is 'Contamination', in the export it's shown as '1'. Is there any way that I can change this in the settings that the tags are exported as the full name instead?
KJ
Kirsty Jongeneel
Ämne:
Service management
Senaste svar
This is a bug, see: Export to Excel - "Service Tags" are not exported properly and Tag IDs exported to MS Excel shown in column as number not text Sadly, there is no easy workaround available. Only solution here would be to create a custom field on the request and fill that automatically with the names of the linked tags, but that would require a consultant.
by David Hollegien
Add or Modify Menu to Ticket
Hi, I want to modify or to create a new Menu to the Ticket Menu. How can i make this when it's possible ? if you have any idea ? Thanks Fabrice
FR
Fabrice Reithinger
Ämne:
Service management
Senaste svar
You can not manipulate the "Task" button in a result list, but you can manipulate the 'right click' tasks on a result list (with the Task as mentioned). MainMenu class only is available for old service client, so you will not find your answers here. It all depends on what you are trying to achieve, but I am quite confident that all (new) possibilities will allow you to find a constructive solution. If not please contact your local consultancy team so they can assist on this topic.
by Bas Kreijveld
Folder structure in imported documents
Wish . We use a lot of imported documents in projects. Using a "MultiUpload" script created by SuperOffice for this. Works great. Sorted by date and type, but can be several 100's within each. We wish it would be possible to structure documents in folders created by us in the project document view. It would provide a much quicker way of navigating between documents in projects.
FR
Frode Kent Røkenes
Ämne:
Core CRM features
Senaste svar
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!
by Pierre Van Mever