SuperOffice CRM Professionals

Experienced experts in SuperOffice CRM - those primarily responsible for the setup, configuration, maintenance of SuperOffice in an organization, as well as those responsible for the implementation of applications or integrations, or provide consultancy services as to how an integration should be implemented using current industry standards.

LATEST FORUM POSTS

  • Postad Registry setting 358 - Handling of links when changing hostname i CRM Web Application

    Hi, As described here: Mailings: Handling of links when changing hostname (migration or onsite) , you can set a registry setting with allowed hostnames for the hash calculation of links in the mailings, so that they don't break after mgirating to Online (and you have put in a redirect at the old/OnSite domain). I have been trying different combinations of getting this to work, but no matter what I do, I get the an error with that the link is invalid: Example: Customer domain is 'superoffice.label.company.nl', working link in a mailing for the current onsite environment is: https://superoffice.label.company.nl/scripts/customer.fcgi?action=ejLink&key=2358:8915:2383:dc31c93739640ec674e393dae1ef0a275c945e7d&sai=1571556 New link in their Online environment would be: https://online2.superoffice.com/<tenant>/CS/scripts/customer.fcgi?action=ejLink&key=2358:8915:2383:dc31c93739640ec674e393dae1ef0a275c945e7d&sai=1571556 I filled in the registry setting 358 the following CRMScript: SearchEngine seRegUpdate; seRegUpdate.addData("registry.value", "superoffice.label.company.nl,online2.superoffice.com"); seRegUpdate.addCriteria("registry.reg_id", "OperatorEquals", "358"); seRegUpdate.update(); But accessing the link to the online environment still throws a link not valid error. How is this supposed to work?

    27. juni 2025 | 04:24 em
  • Svarade på Archive Emails trigger i Service and CRMScript Discussion

    Hi, Just had a use case today for using a webhook based on an email being created. Can confirm that the document.created webhook is triggered when you archive something from mail link.

    26. juni 2025 | 02:25 em
  • Postad Change outbox on autoreply i Service and CRMScript Discussion

    Hello! I want to change my outbox for an autoreply to a new forms answer (it creates a ticket). But, nothing is working! Right now, the auto-reply comes from an email that looks like "name_15@companyname.suocrm.eu", even though we have specified in the Address for the mailboxes that it sould come from "Name@companyname.com" in the "Mailboxes" tab in the request settings.  My thought was to either change the filter address for the ticket, change the "outbox.from" value in a outbox trigger, or send an email manually, but when using some sort of the variation of setValue("from","name@companyname.com") or setOutputValue("outbox.from","name@companyname.com"), the email is not revieved. In the outbox, it states that the email is sent, but it is not recieved on the other side.  Anyone have an idea on how to fix this?

    13. juni 2025 | 08:44 fm
  • Svarade på Finding User Defined Fields values on a company card through SearchEngine i Service and CRMScript Discussion

    I thought it looked like Unix Epoch, but when i tried converting it i got dates in 2023 and 2028, where i was looking for something this year :p Chose to go with the method that Tony put down here, because i can directly just put in the ProgId, but thank you for sharing your insights 😊

    12. juni 2025 | 08:44 fm
  • Postad Panels in SO Settings and Maintenance does not show any data i CRM Web Application

    I installed the lastes SuperOffice Onprem version 10.5.4, and everything went well. When I logged into the SoAdmin 'Settings and Maintenance' the screen looked like this. The menu is there, but no content in the panels on the rigth. When I go into the 'Developer tools' in Chrome, an error shows up, - here it is It seem like the problem is with the SCIL javescript. Does anyone know how to fix this problem. We tried removing the whole installation, and doing a reinstall, both on the new database and the existing one. Does anyone know, what this problem can be solved ?    

    11. juni 2025 | 08:00 fm

Technical blog posts

Developer Portal - 2.3 Release

Hello, SuperOffice Developers!   We are ready with another release of SuperOffice Developer Portal.   Enhanced way to manager pending publish requests before creating new version   When a partner attempts to create a new version while a previous version is still in a pending publish state, the system now prompts them with the option to cancel the existing request.     Selecting " Yes " automatically cancels the current pending publish, opens the version for editing, and posts a message "partner revoked publish" on the relevant publish ticket. This will open up the configuration or app store information/partner profile so you can make additional changes to this version before you request publish again.   Selecting " No " proceeds to create a new version as usual.   As always, we’ve done a number of bug fixes and security enhancements to improve your experience.     Thank you for using the SuperOffice Developer Portal .  

Chamal Asela Perera
2025-06-26
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Spring API and SDK updates

Hello friends!   We have a few announcements and know that all of you will get at least one interesting takeaway from this update! Integration services The first announcement is a little old, but with the latest marketing push to promote more ERP integrations with SuperOffice, its timely to announce our recent refresh of the integration services SDK. This is a GitHub repo that provides sample code for .NET8 web service for hosting a QuoteConnector and ERPConnector endpoints for SuperOffice.   https://github.com/SuperOffice/integration-services   The key components are:   * ConnectorService (.net8) : A wrapper exposing services for the QuoteConnector, using CoreWCF for .NET Core support. * Uses EPPLUS: Utilized for reading/writing Excel files, with a non-commercial license for this sample. * QuoteConnectorWS & ERPConnectorWS: WCF services handling requests and responses for SuperOffice. * ERPConnector (netstandard2.0) * QuoteConnector (netstandard2.0)   What's new about this project? First off it is .NET Minimalistic API: Handles reading/writing Excel files and allows uploading/downloading templates. Read more about it on GitHub.  Video meeting reservations (version 11)  We are very happy to announce a new capability that allows integrations to create video meetings! This enhancement introduces video meeting reservations as distinct business objects, separate from appointment entities. However, the management of these reservations is conveniently located under the Appointment Agent endpoint. Key Endpoints: AppointmentAgent.CreateVideoMeetingReservation AppointmentAgent.DeleteVideoMeetingReservation It's crucial to understand the separation of concerns between appointments and video meetings. Appointments and video meeting reservations are created and persisted independently. This distinction is evident in the SuperOffice client: Creating Appointments: When you create an appointment, it does not need to be saved before you click the video meeting icon to create a video meeting reservation and link it to the appointment. Managing Reservations: You can open an existing appointment and create or remove a video meeting reservation associated with it. The response from the Video Meeting Reservation contains the join URL, which must be added to or removed from the Appointment Entity JoinVideoMeetingUrl property. This new feature streamlines the process of managing video meetings, making it easier and more efficient for partners to integrate video conferencing into their workflows. Enhanced efficiency with webhook FieldValues (version 11) We are excited to announce webhook FieldValues , designed to optimize the efficiency of your integrations. This update introduces a new property called FieldValues in most webhook payloads. Key Features: FieldValues Property: This key-value pair object contains non-sensitive data about the data record, allowing your integrations to determine if additional requests to SuperOffice are necessary. Reduced Requests: By leveraging FieldValues, you can minimize unnecessary data retrieval, saving resources and improving performance. Practical Example:   Consider a subscription to contact.created. You may only need more information about the contact if business_idx equals 2. With FieldValues, you can avoid making redundant requests to fetch a ContactEntity unless this condition is met.   This enhancement streamlines your workflow, ensuring that your applications run more efficiently by reducing the number of unnecessary requests.   That's all for now We think these are some useful updates that you can start testing now in your development environments, and we looking forward to bring you more value to the API's in the near future! Till then, happy coding!  

Tony Yates
2025-05-14
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Developer Portal - 2.2 Release

Hello, SuperOffice Developers!   We are ready with another release of SuperOffice Developer Portal. Adding a new widget for Partners ‘Publish status’ widget In this release, we’ve introduced a new Publish status widget , designed to provide partners with real-time visibility into the status of any app version. This includes details such as application configuration and partner profile information. The widget helps streamline the deployment workflow by making it easier to track version states at a glance. This enhancement is now available for all partner users.   For the apps created before we had the developer portal you may have a version called "Imported". This version may not have been published to all our environments   ( SOD, Stage and Production. ) For this reason you may see them shown in the new widget like this saying it's not started in SOD and/or Stage. If you notice these, please use the Contact us form you find under Support in the developer portal and notify u s , we will fix it for you.   We would like to hear your feedback about this widget. Feel free to share your feedback on this.   As always, we’ve done a number of bug fixes and security enhancements to improve your experience.     Thank you for using the SuperOffice Developer Portal .  

Chamal Asela Perera
2025-05-14
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New Quote and ERP Connector Samples for .NET 8.

Hello Developers, We’re excited to share some great news: We’ve created a new GitHub repository with sample code to set up a QuoteConnector and ErpConnector using .NET 8! This new project is designed to be more developer-friendly and easier to understand. What's New in the Repo? We’ve taken a fresh approach with this project by simplifying and streamlining the sample. Here's what you can expect: No Frontend: We've removed the frontend to keep the focus on backend functionality. Excel as datasource:  Both the connectors use Excel-documents as their datasource. This makes it easy to add/edit/remove data while testing. Multi-Tenancy support: For clarity, we have ommited storing context/tenant information in .json files, empowering you to add these features if needed.   Repo Overview The new repository consists of three projects: ConnectorService (WCF on .NET 8): Contains the WCF endpoints called from SuperOffice. ErpConnector (.NET Standard 2.0): Implements the ERP integration logic. QuoteConnector (.NET Standard 2.0): Implements the QuoteConnector logic. > Why .NET Standard 2.0? > This allows compatibility with existing framework projects, making it easier to integrate the connectors into your current solutions.   Clarifying Terminology You may have noticed terms like "ErpConnector," "ErpSyncConnector," and "ErpSync" used interchangeably in past documentation. Moving forward, we will standardize on ErpConnector for consistency.   WCF Support on .NET 8 While WCF isn’t natively supported in .NET 8, CoreWCF —a community-driven project now backed by Microsoft—fills this gap. We’ve integrated it into our sample to ensure modern compatibility while maintaining stability.   What About the Old JsonQuoteConnector Sample? The previous sample (built on .NET 4.8) will no longer receive updates and will eventually be archived.  Why Switch to the New Repo? Here's why you'll love the new project: Cleaner, more focused codebase. Easier to understand and extend. Leverages the latest .NET 8 features. Continued support and compatibility with CoreWCF.   Get Started Today! Ready to explore the new repo? Head over to the integration-services repository on GitHub and check it out! We welcome your feedback and any issues—feel free to raise them directly on GitHub.

Eivind Fasting
2025-03-21
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Developer Portal – 2.0 Release

Hello, SuperOffice Developers!   We’re excited to announce a UI upgrade for the SuperOffice Developer Portal in this release! This update brings a refreshed, modernized experience along with several new features to enhance usability and customization.   Release Highlights Brand-New UI for the Developer Portal   The SuperOffice Developer Portal has undergone a significant UI upgrade, aligning seamlessly with the latest SuperOffice 10.5 update. This redesign ensures a more intuitive, modern, and streamlined experience for developers.     Customizable Profile Picture   Partners can now change their profile picture directly within the Developer Portal. The portal supports PNG, GIF, and JPEG formats, with a minimum resolution of 128px and a maximum resolution of 512px (1:1 ratio).   Unfortunately , a s part of this change, we n o longer   use images from Gravatar for profiles on Developer Portal. On the bright side, the community website may shar e the same profile image in the future.       New Settings: Dark Mode & "Remember Me"   We’ve introduced two new Advanced settings for application configuration settings :   Dark m ode s upport – Enable dark mode for a more comfortable viewing experience on the SuperId login page .   Remove r emember m e – Native and Mobile apps do not typically use the Remember Me option during login, and therefore apps now have the option to remove the Remember me checkbox on the SuperID login page .     These settings will be reflected when using SuperOffice CRM Online.   Change Email Address and Phone   Users can now update their email address within the profile section. This allows setting a preferred email for communication and correspondence purposes, independent of the login email. (Note: This email will not be used for authentication.)     Additional updates   As always, we’ve done a number of bug fixes and security enhancements to improve your experience.     Thank you for using the SuperOffice Developer Portal .  

Chamal Asela Perera
2025-02-28
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