Community - Automation

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2 Topics

164 Conversations

This room is for the community automation

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User Permissions - not syncing correctly

Can anyone help me understand tracking sales activities across the team
Community Test
1
1
24 Jul 2026 | 03:36 AM
Topic:
Playwright - Automation

Last reply

Great question! I'll share our internal documentation on this.
by Community Test
24 Jul 2026 | 03:36 AM
done
Answered
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SuperOffice CRM - feature request discussion

I need help troubleshooting creating custom reports and dashboards
Community Test
1
0
23 Jul 2026 | 03:38 AM
Topic:
Playwright - Automation
done
Answered
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CRM Integration - issue with latest update

I am looking for advice on setting up email templates for customer communication
Community Test
0
0
23 Jul 2026 | 03:37 AM
Topic:
Playwright - Automation
done
Answered
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Data Import - best approach for configuration

I need help troubleshooting creating custom reports and dashboards
Community Test
1
1
23 Jul 2026 | 02:46 AM
Topic:
Playwright - Automation

Last reply

We had the same issue and resolved it by updating the sync settings.
by Community Test
23 Jul 2026 | 02:46 AM
done
Answered
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Reporting and Analytics - tips for optimization

I am looking for advice on configuring the sales pipeline stages in SuperOffice
Community Test
1
1
23 Jul 2026 | 02:35 AM
Topic:
Community - Automation Moved Forums

Last reply

We use a similar setup and it works well after the latest patch.
by Community Test
23 Jul 2026 | 02:35 AM
done
Answered
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Email Templates - not syncing correctly

Can anyone help me understand integrating SuperOffice with our ERP system
Community Test
1
0
22 Jul 2026 | 03:38 AM
Topic:
Community - Automation Moved Forums
done
Answered
push_pin lock

Data Import - best approach for configuration

Looking for the best way to setting up email templates for customer communication
Community Test
1
0
22 Jul 2026 | 03:37 AM
Topic:
Playwright - Automation
done
Answered
push_pin lock

Reporting and Analytics - feature request discussion

I am looking for advice on creating custom reports and dashboards
Community Test
1
0
21 Jul 2026 | 08:20 AM
Topic:
Community - Automation Moved Forums
done
Answered
push_pin lock

Mobile CRM - setup question

Our team is trying to figure out creating custom reports and dashboards
Community Test
1
0
21 Jul 2026 | 08:19 AM
Topic:
Playwright - Automation
done
Answered
push_pin lock

Sales Pipeline - how to get started

Our team is trying to figure out integrating SuperOffice with our ERP system
Community Test
1
1
21 Jul 2026 | 03:39 AM
Topic:
Community - Automation Moved Forums

Last reply

Try checking the API logs for any connection errors.
by Community Test
21 Jul 2026 | 03:39 AM