Community - Automation
This room is for the community automation
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All conversations (111)
Answered
Sales Pipeline - not syncing correctly
Can anyone help me understand managing user roles and access permissions
Community Test
Topic:
Playwright - Automation
Last reply
Reached out to SuperOffice support and they confirmed this is a known issue.
by Community Test
Answered
Workflow Automation - issue with latest update
Has anyone experienced issues with integrating SuperOffice with our ERP system
Community Test
Topic:
Playwright - Automation
Last reply
We use a similar setup and it works well after the latest patch.
by Community Test
Answered
Workflow Automation - setup question
I am looking for advice on importing bulk customer data into the CRM
Community Test
Topic:
Playwright - Automation
Last reply
We use a similar setup and it works well after the latest patch.
by Community Test
Answered
Mobile CRM - tips for optimization
I am looking for advice on handling duplicate contacts in the database
Community Test
Topic:
Playwright - Automation
Last reply
Have you checked the SuperOffice admin panel for this configuration?
by Community Test
Answered
Reporting and Analytics - not syncing correctly
Looking for the best way to configuring the sales pipeline stages in SuperOffice
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Great question! I'll share our internal documentation on this.
by Community Test
Answered
Workflow Automation - feature request discussion
I need help troubleshooting handling duplicate contacts in the database
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Have you checked the SuperOffice admin panel for this configuration?
by Community Test
Answered
SuperOffice CRM - tips for optimization
Can anyone help me understand creating custom reports and dashboards
Community Test
Topic:
Community - Automation Moved Forums
Last reply
We had the same issue and resolved it by updating the sync settings.
by Community Test
Answered
SuperOffice CRM - best approach for configuration
I am looking for advice on managing user roles and access permissions
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Try checking the API logs for any connection errors.
by Community Test
Answered
Sales Pipeline - feature request discussion
Looking for the best way to creating custom reports and dashboards
Community Test
Topic:
Community - Automation Moved Forums
Last reply
We had the same issue and resolved it by updating the sync settings.
by Community Test
Answered
Data Import - feature request discussion
I need help troubleshooting setting up automated follow-up reminders
Community Test
Topic:
Community - Automation Moved Forums
Last reply
We had the same issue and resolved it by updating the sync settings.
by Community Test