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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.

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Change Print Label Font

Hello, When printing address labels from SuperOffice selection > tasks > print labels there is no option to edit the font. How can I do this please? Kind Regards, Lorraine.

LS

Lorraine Scanlon
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29. apr. 2026 | 09:25 fm
Ämne:
Sales management
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Combination selection

Hello everyone - I am feeling like a total newbie here, But I am struggeling to create a selection where I can see all projects with a certain status created during a period of time connected to a company When I am trying this in SO, I don´t get the result I would like to have. Example of list Project Create date - project number - project name - status - company name   Any suggestions out there?   :)   Peter  

PW

Peter Westin
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28. apr. 2026 | 08:45 fm
Ämne:
Core CRM features
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Quality of Life - Searching for empty values

Hi everyone Please may I request as many people click follow on this wish report - I have been trying to get my fellow work colleagues to also follow this but they seem to click follow and nothing happens at the moment.  I think it is a massively important quality of life change - surely you all will agree. Hopefully more follows means it can be looked at quicker Bug info - Wish: possible to have criteria field value "Is (not) Empty"

AG

Adam Gardner
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2. apr. 2026 | 02:54 em
Ämne:
Core CRM features
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Archive as task including attachment(s)

Have a customer with remark concerning 'archiving as task'.   I have not seen this mentioned in documentation, but before any wishlist entry:   When we archive an email as a task, we would also need to include any attachement(s) in the email that is the basis for this task. Am I missing something in existing capability, or is this a wishlist item, or should it be ?   Thank you      

ES

Eirik Simonsen
1
0
13. mars 2026 | 04:58 em
Ämne:
Core CRM features
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Automation for creating a library on SharePoint when a new project is created

Is there a way to automate this so that when you create a project in SuperOffice 10.x (onsite), a folder is created on a specified area in SharePoint. The folder name itself should consist of "project number" - "project name". All tips are welcome! Peter

PW

Peter Westin
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10. mars 2026 | 11:52 fm
Ämne:
Core CRM features
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CRMScript. Dates in quote documents does not format correctly.

Hey,  I am trying to generate quote/order confirmation documents using CRMScript. I just can't seem to format the dates correctly. A code snippet of the document generation: NSQuotePublishDocuments saveQuoteDocs(Integer quoteVersionId, Bool isOrderConfirmation){ NSQuoteAgent qa; DateTime timeNow = getCurrentDateTime(); DateTime expiryDate = getCurrentDateTime().addDay(expiryDateDays); DateTime followupDate = getCurrentDateTime().addDay(followUpDateDays); followupDate.addHour(followUpDateHours); NSQuoteEntity qEntity = qa.GetQuoteEntityFromSaleId(ed.getInputValue("ActiveSaleId").toInteger()); qEntity.SetPreferredEmailCulture(quoteCulture); qa.SaveQuoteEntity(qEntity); NSQuotePublishDocuments docs; if(isOrderConfirmation) { docs = qa.GenerateQuoteDocuments(quoteVersionId, orderTemplateEmailId, true, getOrderDocTmplId(), true, orderSubjectTextEmail); } else { qa.SendQuoteVersion(quoteVersionId, expiryDate, followupDate, followUpText, quoteCulture); docs = qa.GenerateQuoteDocuments(quoteVersionId, quoteTemplateEmailId, true, getQuoteDocTmplId(), true, quoteSubjectTextEmail); } return docs; } If saveQuoteDocs should generate an orderconfirmation, the following line has also been executed: qAgent.PlaceOrder(qAlternative.GetQuoteAlternativeId(), markAsSold, poNum, orderComment, culture); The code generates a document and substitutes all of the template variables like it should, except for the dates. No matter what i try, dates remain on the MM/dd/yyyy format. I need it to be on a danish format (dd-MM-yyyy).  I have tried passing both "da", "DA", "da-DK", "DK", "dk" and "" as the culture argument to the PlaceOrder and SendQuoteVersion functions. I have tried adding the mergefield "Culture:da-DK" to the template itself as well. I noticed during testing, that the mergefield "Culture:" actually succeded in changing the format of numbers like the salesprice of a quoteline (e.g "Culture:en-US" = 1,234.20 ... "Culture:da-DK" = 1.234,20) , yet dates like {sdat}, {sada} remain unchanged.  If i use the normal quote dialog option of "show confirmation" through the ui to generate the document, everything works correctly.   I might very well have overlooked something obvious, and if so... Please enlighten me! I am running out of ideas. Help is very much appreciated :D

MB

Mathias Bødker
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26. feb. 2026 | 08:48 fm
Ämne:
Core CRM features

Senaste svar

Yes. In CRMScript that would mean to manually call the API using the HTTP class, that does entail manually creating request and response structs for each API call
by David Hollegien
4. mars 2026 | 06:41 em
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create overview of sales activites

Helo, I like to setup av simples overview of companies that we will approach during 2026, and the progress of that. My idea is to create  selection of companies with a certain tag selection of companies with the tag, and an acitivity created during 2026 selection of comapnies with the tag, and an slaes object created during 2026. ideally, I would litke to have the companies disaapear from selection 1 when they have an acitivity created, and they should also disappear from the selection 2 when we have created an sales object. IS the above duable? If so, pls advice how to do the setup. I would to display this within a dashboard for our company. TIA Peter  

PW

Peter Westin
2
3
16. jan. 2026 | 11:27 fm
Ämne:
Sales management

Senaste svar

Not being technical at all, I think it is a technical issue. I think the result of a combined selection only provides you with a "view" of data, while dashboards are based on data from tables. I don´t think dashboards can view data which is from a view...
by Susan Laugaard Hansen
4. mars 2026 | 04:16 em
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CRMScript question (NSProjectActivity)

Hi,   Adding an NSDocument to a Project as an Activity. Having created an NSdocument in CRM SCcript from a template and setting the project, Associate etc. I would like to attach this to a projectunder project activities.  I believe (but would like to be advised otherwise) that thios is not currently possible.  I see there is both an NSSaleActivity and NSContactActivity which I believe can acheive this for these entities.  Is there any plan to add an NSProjectActivity where this could work for Project or is there any other current why to acheive this. Thanks in advance, Olan

OM

Olan Malone
3
3
18. feb. 2026 | 10:06 fm
Ämne:
Core CRM features

Senaste svar

Hi, I might totally be misunderstanding this question. But you're creating a document with CRMScript, and you want the document to be displayed in the Project card under the "Activities" pane? What is your code like? Please provide a code sample. For I would do it something like this to achieve what I think you're trying to: Integer projectId; // Id of the project NSStream docStream; // Stream content of the document NSDocumentAgent docAgent; NSDocumentEntity docEntity = docAgent.CreateDefaultDocumentEntity(); // Code to set document attributes // Connect the document to the Project NSProject project; project.SetProjectId(projectId); docEntity.SetProject(project); docEntity = docAgent.SaveDocumentEntity(docEntity); docAgent.SetDocumentStreamFromId(docEntity.GetDocumentId(), docStream);
by Simen Mostuen Iversen
19. feb. 2026 | 09:57 fm
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Non function while trying open "orders"

After the update in the start of january some of the functions seems to have stopped worked and i am wondering what can cause this and maybe if someone else has the same issue.   When i made a work order and saved i vould  when in the daily/weekly sorter open the work orders by just double tapping them, now this no longer works. I have also had other bugs where i have gone over to monthly and pressed a day and it sent me back to another month. Is this only me and is there anyone that knows how to fix it?   Phone cover and protective film was off on the phone aswell 

RL

Rikard Lidarende
2
3
14. jan. 2026 | 06:44 fm
Ämne:
Mobile CRM

Senaste svar

We see there is an issue with Android phones and clicking on Appointments in the Diary. Thanks for reporting. We will look into it
by Jan Petter Hagberg
14. jan. 2026 | 02:37 em
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Form, get query parameter from the form url

When you add a form as an iFrame on a page it would be usefull to get the query parameters from the url to the form. Then you can use the same form on multiple pages and get info where the forms was posted from. https://sod2.superoffice.com/Cust12345/CS/scripts/customer.fcgi?action=formFrame&formId=F-aaaOD68T &source=mainpage Is this possible? It would have been nice to have the opertunity to add a html element on a form where you could type your own html/js.   

FF

Frode Follerås
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12. jan. 2026 | 07:46 fm
Ämne:
Marketing management

Senaste svar

This is also something that comes as a function in the Marketing Premium packagde. Allowing you to set several parameters for the link. In your case you could change the UTM source depending in the place of the form, giving you a unike link for each form, and having this info trackable.  One customer I worked with, had a form button on the company card, and neede to know who pressed the "open form" button. This could be picked up with a varaible.  If you use UTM source from Marketing premium you can get that in a standard field, If you use Frodes option you will have it in the form it self:  
by Samuel Holmström
12. jan. 2026 | 12:03 em