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Im using SuperOffice with a Keyforce integration. I’d like to create a selection based on what our customers have purchased (turnover) this year – but using data from our ERP system, which is synced to SuperOffice via Keyforce. Is this possible? Or do I need to go into each individual company card to view this information under the Keyforce “Sales Figures” tab? We’re really hoping to be able to combine ERP sales data with selections in SuperOffice – is there any way to achieve this? P.S. We are not using the sales funnel in SuperOffice, so all turnover data only exists in the ERP system.

Hi, We are using Relations to control third-party companies that are delivering services to our customers. Is there a way to get a report on all companies with a particular type of relation?

I will limit my assistance here :) I would recommend to use 'regular edit logic' in new service and block the 'additional edit logic' from old service which does the same, as described earlier. Good luck!

What happened to the calendar? The Danish Grundlovsdag has been removed to the 4. June.

Thanks a lot. I'll try that appoach and check if that's good enough solution for customer.

Hi Tony or Samuel, there is no possible to create in Sales a List to get Relation to Company, but I can create Links in Screen Designer, just I don't want hard code it like in Screenshots. Is Possible in crm scripts to implement this links for its Name and soprotocol? Thanks!

They have been added but a new version of docs needs to be published, see https://github.com/SuperOfficeDocs/superoffice-docs/blob/main/docs/en/onsite/feature-toggles.md

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. 

Hi Alexander, You can import associate names by using their user ID in the Excl file. And we are in touch with you personally regarding importing values for a custom field.

Hi Frode, Thanks for your reply. I will take it up with my collegae Arentsen why he removed it. Thx

What I notice a little is that the AI finds it very difficult to train certain habits. It has a lot of trouble, especially when querying customer-specific fields. Even after about over 6 attempts, it still doesn't give me the desired results. It also has some trouble with follow-up tasks. In addition, the New Service module is very poorly connected, it makes no distinction between tickets with open/closed status despite numerous attempts to correct them. If I explicitly ask for open requests, it simply brings me everything. Even when I ask for requests for projects, it doesn't give me most of them. The AI tool completely loses the configuration when writing emails and it also translates automatically generated attachments. The tool is not a great relief at the moment, but it has great potential. In spite of everything, it also produces very good and precise results. But the downs are still in the majority to the ups at the moment.