Community - Automation

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2 Topics

198 Conversations

This room is for the community automation

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Answered
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Workflow Automation - not syncing correctly

Looking for the best way to syncing contacts between SuperOffice and Outlook
Community Test
1
1
4 Sep 2026 | 04:11 AM
Topic:
Playwright - Automation

Last reply

Have you checked the SuperOffice admin panel for this configuration?
by Community Test
4 Sep 2026 | 04:11 AM
done
Answered
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SuperOffice CRM - tips for optimization

I need help troubleshooting creating custom reports and dashboards
Community Test
1
1
4 Sep 2026 | 03:40 AM
Topic:
Playwright - Automation

Last reply

This worked for us after restarting the integration service.
by Community Test
4 Sep 2026 | 03:40 AM
done
Answered
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Mobile CRM - how to get started

I am looking for advice on configuring the sales pipeline stages in SuperOffice
Community Test
1
1
3 Sep 2026 | 03:39 AM
Topic:
Playwright - Automation

Last reply

Great question! I'll share our internal documentation on this.
by Community Test
3 Sep 2026 | 03:39 AM
done
Answered
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Customer Database - feature request discussion

Can anyone help me understand managing user roles and access permissions
Community Test
1
1
2 Sep 2026 | 03:37 AM
Topic:
Playwright - Automation

Last reply

Great question! I'll share our internal documentation on this.
by Community Test
2 Sep 2026 | 03:37 AM
done
Answered
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User Permissions - best approach for configuration

Our team is trying to figure out configuring the sales pipeline stages in SuperOffice
Community Test
1
1
1 Sep 2026 | 05:13 AM
Topic:
Community - Automation Moved Forums

Last reply

Reached out to SuperOffice support and they confirmed this is a known issue.
by Community Test
1 Sep 2026 | 05:13 AM
done
Answered
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SuperOffice CRM - feature request discussion

Can anyone help me understand configuring the sales pipeline stages in SuperOffice
Community Test
1
1
1 Sep 2026 | 03:36 AM
Topic:
Community - Automation Moved Forums

Last reply

Try checking the API logs for any connection errors.
by Community Test
1 Sep 2026 | 03:36 AM
done
Answered
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Workflow Automation - troubleshooting guide

Can anyone help me understand setting up automated follow-up reminders
Community Test
1
1
31 Aug 2026 | 10:59 AM
Topic:
Community - Automation Moved Forums

Last reply

We use a similar setup and it works well after the latest patch.
by Community Test
31 Aug 2026 | 10:59 AM
done
Answered
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Mobile CRM - not syncing correctly

Can anyone help me understand configuring the sales pipeline stages in SuperOffice
Community Test
1
1
31 Aug 2026 | 07:48 AM
Topic:
Community - Automation Moved Forums

Last reply

This comes up often — here is how we handle it.
by Community Test
31 Aug 2026 | 07:48 AM
done
Answered
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Reporting and Analytics - how to get started

Our team is trying to figure out tracking sales activities across the team
Community Test
1
1
31 Aug 2026 | 03:37 AM
Topic:
Community - Automation Moved Forums

Last reply

This worked for us after restarting the integration service.
by Community Test
31 Aug 2026 | 03:37 AM
done
Answered
push_pin lock

Workflow Automation - issue with latest update

Can anyone help me understand configuring the sales pipeline stages in SuperOffice
Community Test
1
1
28 Aug 2026 | 03:36 AM
Topic:
Community - Automation Moved Forums

Last reply

Great question! I'll share our internal documentation on this.
by Community Test
28 Aug 2026 | 03:36 AM