Community - Automation

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This room is for the community automation

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Sales Pipeline - not syncing correctly

Can anyone help me understand managing user roles and access permissions
Community Test
1
1
17 t, 17 m siden | 04:37 a.m.
Emne:
Playwright - Automation

Siste svar

Reached out to SuperOffice support and they confirmed this is a known issue.
by Community Test
17 t, 17 m siden | 04:37 a.m.
done
Answered
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Workflow Automation - issue with latest update

Has anyone experienced issues with integrating SuperOffice with our ERP system
Community Test
1
1
9. jun. 2026 | 04:36 a.m.
Emne:
Playwright - Automation

Siste svar

We use a similar setup and it works well after the latest patch.
by Community Test
9. jun. 2026 | 04:36 a.m.
done
Answered
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Workflow Automation - setup question

I am looking for advice on importing bulk customer data into the CRM
Community Test
1
1
8. jun. 2026 | 04:37 a.m.
Emne:
Playwright - Automation

Siste svar

We use a similar setup and it works well after the latest patch.
by Community Test
8. jun. 2026 | 04:37 a.m.
done
Answered
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Mobile CRM - tips for optimization

I am looking for advice on handling duplicate contacts in the database
Community Test
1
1
5. jun. 2026 | 04:37 a.m.
Emne:
Playwright - Automation

Siste svar

Have you checked the SuperOffice admin panel for this configuration?
by Community Test
5. jun. 2026 | 04:38 a.m.
done
Answered
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Reporting and Analytics - not syncing correctly

Looking for the best way to configuring the sales pipeline stages in SuperOffice
Community Test
1
1
4. jun. 2026 | 09:24 a.m.
Emne:
Community - Automation Moved Forums

Siste svar

Great question! I'll share our internal documentation on this.
by Community Test
4. jun. 2026 | 09:24 a.m.
done
Answered
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Workflow Automation - feature request discussion

I need help troubleshooting handling duplicate contacts in the database
Community Test
1
1
4. jun. 2026 | 08:51 a.m.
Emne:
Community - Automation Moved Forums

Siste svar

Have you checked the SuperOffice admin panel for this configuration?
by Community Test
4. jun. 2026 | 08:51 a.m.
done
Answered
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SuperOffice CRM - tips for optimization

Can anyone help me understand creating custom reports and dashboards
Community Test
1
1
4. jun. 2026 | 06:06 a.m.
Emne:
Community - Automation Moved Forums

Siste svar

We had the same issue and resolved it by updating the sync settings.
by Community Test
4. jun. 2026 | 06:06 a.m.
done
Answered
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SuperOffice CRM - best approach for configuration

I am looking for advice on managing user roles and access permissions
Community Test
1
1
4. jun. 2026 | 04:41 a.m.
Emne:
Community - Automation Moved Forums

Siste svar

Try checking the API logs for any connection errors.
by Community Test
4. jun. 2026 | 04:41 a.m.
done
Answered
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Sales Pipeline - feature request discussion

Looking for the best way to creating custom reports and dashboards
Community Test
1
1
3. jun. 2026 | 11:19 a.m.
Emne:
Community - Automation Moved Forums

Siste svar

We had the same issue and resolved it by updating the sync settings.
by Community Test
3. jun. 2026 | 11:19 a.m.
done
Answered
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Data Import - feature request discussion

I need help troubleshooting setting up automated follow-up reminders
Community Test
1
1
3. jun. 2026 | 11:06 a.m.
Emne:
Community - Automation Moved Forums

Siste svar

We had the same issue and resolved it by updating the sync settings.
by Community Test
3. jun. 2026 | 11:06 a.m.