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  • This forum is to be used for questions and answers relating to CRM Windows application. Please write in English...

    12/08/2021
  • record project working hours with SuperOffice project

    THIS IS BY HC AS AN ANSWER: How well companies extend digitalization strategies outside the enterprise will be critical to achieving greater efficiency, higher quality and faster time-to-market. A new technical paper reviews what is necessary in this regard for the electronics supply chain. For a PCB-led systems project, ‘ Digitalizing the Systems Value Chain ‘ considers the different elements that need to come together. Overarching the necessary infrastructure will be a combination of desktop and cloud-based tools that seed more collaboration and interaction between the main design team and partners such as suppliers (and developers) of components, design services, and manufacturing. Also important will be enabling the greater level of traceability now required for finished products. The papers considers the main requirements for this kind of multi-disciplinary, multi-enterprise network that will optimize six steps in the value chain: Component Research Concept Exploration Component Sourcing Design and Management Manufacturing Hand-off Trace and Traceability All those processes will already be familar and improvements in them are and have been achieved by moves to, for example, common data formats and software interoperability. However, for digitalization, author Matt Walsh of Siemens EDA, suggests a number of further enhancements. These include functional digital twins of components that not only make candidate parts easier to identify in an initial pass but which can be used for exploration within an evolving design; deeper cross-functional cockpits located within the cloud that tie together players in the supply chain; and greater in-built ‘intelligence’ around aspects such as product lead times to aid specification. As Walsh notes, the digitalization drive out into the broader supply chain rather than just internal processes has become more pressing due to Covid-19. “The realities of the pandemic have laid bare the frailties of global supply chains and of businesses that do not have a robust digital presence,” he writes.

    Mike Torello

    4 Feb 2022
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  • This forum is to be used for questions and answers relating to CRM Windows application. Please write in English This forum is to be used for questions and answers relating to CRM Windows application. Please write in English

    12/08/2021
  • record project working hours with SuperOffice project

    THIS IS BY HC AS AN ANSWER: How well companies extend digitalization strategies outside the enterprise will be critical to achieving greater efficiency, higher quality and faster time-to-market. A new technical paper reviews what is necessary in this regard for the electronics supply chain. For a PCB-led systems project, ‘ Digitalizing the Systems Value Chain ‘ considers the different elements that need to come together. Overarching the necessary infrastructure will be a combination of desktop and cloud-based tools that seed more collaboration and interaction between the main design team and partners such as suppliers (and developers) of components, design services, and manufacturing. Also important will be enabling the greater level of traceability now required for finished products. The papers considers the main requirements for this kind of multi-disciplinary, multi-enterprise network that will optimize six steps in the value chain: Component Research Concept Exploration Component Sourcing Design and Management Manufacturing Hand-off Trace and Traceability All those processes will already be familar and improvements in them are and have been achieved by moves to, for example, common data formats and software interoperability. However, for digitalization, author Matt Walsh of Siemens EDA, suggests a number of further enhancements. These include functional digital twins of components that not only make candidate parts easier to identify in an initial pass but which can be used for exploration within an evolving design; deeper cross-functional cockpits located within the cloud that tie together players in the supply chain; and greater in-built ‘intelligence’ around aspects such as product lead times to aid specification. As Walsh notes, the digitalization drive out into the broader supply chain rather than just internal processes has become more pressing due to Covid-19. “The realities of the pandemic have laid bare the frailties of global supply chains and of businesses that do not have a robust digital presence,” he writes.

    Mike Torello

    4 Feb 2022
    mode_comment

    5 Replies

    23 Favorites

    Sales
    Sales
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    Companies & contacts in SuperOffice CRM

    By Miriam Eirin Hiorth Johnson, Updated on 14 Nov 2016

    All important information to do with a company that is a customer, partner or supplier is stored on a company card in SuperOffice CRM. The cards provide you with instant snapshot of the company in one screen. This how-to will show you how to add, delete or merge a company to get going.

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    From SuperOffice 8.1 all authentication for Sales web client and Service clients is done by the Sales web client. After successfully authenticating a sessionkey is stored in browser cookie which also registeres the users ejuser.id. We call this Unified login, where you will be logged in to both clients or logged out of both clients.

    The best way to stay in control of potential customers or other contacts is to register their details in SuperOffice CRM. Whenever you get hold of a potential customer’s information – for example, when meeting a new prospect at a trade show, or when someone submits their company details in a SuperOffice web form – the next step is to register all details on the company card.

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    When you add a new company, the two most important fields are the customer category and the business the company is in. Both fields are mandatory.

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