User forums

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.

Namn Uppdaterat

Core CRM features

Let's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity.

Version 10.1.x Excel export limit
By: Tony Yates
22. sep 2022

Sales management

Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.

Quote variables vs. merge fields
By: Brian Mulder
27. sep 2022

Marketing management

Let's talk about customer segmentation (selections), communication campaigns (mailings), tracking marketing results.

How to edit/delete 'Recipients sources' in a 'Form response'?
By: Pär Dehlin
28. sep 2022

Service management

Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.

Microsoft 365 OAuth 2.0
By: Eirik Simonsen
15. sep 2022

Mobile CRM

Let's talk about using SuperOffice CRM on mobile devices.

Chat agent in Mobile CRM?
By: Samuel Holmström
21. maj 2022