Community - Automation
This room is for the community automation
Topics
All conversations (71)
Answered
Email Templates - how to get started
Our team is trying to figure out importing bulk customer data into the CRM
Community Test
Topic:
Playwright - Automation
Last reply
This worked for us after restarting the integration service.
by Community Test
Answered
SuperOffice CRM - issue with latest update
Has anyone experienced issues with configuring the sales pipeline stages in SuperOffice
Community Test
Topic:
Playwright - Automation
Last reply
Great question! I'll share our internal documentation on this.
by Community Test
Answered
Workflow Automation - setup question
Our team is trying to figure out importing bulk customer data into the CRM
Community Test
Topic:
Playwright - Automation
Last reply
We had the same issue and resolved it by updating the sync settings.
by Community Test
Answered
Workflow Automation - how to get started
Has anyone experienced issues with setting up automated follow-up reminders
Community Test
Topic:
Playwright - Automation
Last reply
We use a similar setup and it works well after the latest patch.
by Community Test
Answered
Customer Database - setup question
Looking for the best way to creating custom reports and dashboards
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Reached out to SuperOffice support and they confirmed this is a known issue.
by Community Test
Answered
User Permissions - tips for optimization
I need help troubleshooting setting up automated follow-up reminders
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Have you checked the SuperOffice admin panel for this configuration?
by Community Test
Answered
Reporting and Analytics - issue with latest update
Looking for the best way to handling duplicate contacts in the database
Community Test
Topic:
Community - Automation Moved Forums
Last reply
This worked for us after restarting the integration service.
by Community Test
Answered
Workflow Automation - best approach for configuration
Can anyone help me understand syncing contacts between SuperOffice and Outlook
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Reached out to SuperOffice support and they confirmed this is a known issue.
by Community Test
Answered
User Permissions - issue with latest update
Looking for the best way to setting up email templates for customer communication
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Try checking the API logs for any connection errors.
by Community Test
Answered
User Permissions - tips for optimization
Looking for the best way to handling duplicate contacts in the database
Community Test
Topic:
Community - Automation Moved Forums
Last reply
This worked for us after restarting the integration service.
by Community Test