SuperOffice 7.1 What`s new - Support
Contents
1. Create task assignment as link action We have added support for creating a task or assignment in Sales amp Marketing USET Mailing report When viewing an eMarketing mailing we now show a mailing report showing The links which have been clicked The recipients per status distribution sent read bounced etc Open rate first 48 hours after sending Customer s business distribution Choose recipients A separate screen for choosing the recipient selections Allows choosing recipients before starting the mailing and offers better control of recipients Support for using projects and selections Static lists and single persons can be added directly This screen can be used several times for a mailing modifying the recipients It is possible to send the mailing multiple times by adding more recipients Support for tasks allow for executing eMarketing campaigns where customer feedback should cause S amp M users to Task Assignment when a recipient clicks a link The task react i e calling a customer who has GE ana will be related to the given contact clicked a Contact me link company The task can be assigned a Project Sales amp Marketing project specified associate or the Our contact Task associate of the contact if specified Will SS ond aa check that Our contact is not a deleted Offering a better visual overview over the status and res2. Datarights OA Data objects IV Display in main window My own Company WDelete Contact v Delete Project Delete Project Members v Delete Selection v Delete Sale v Delete Stakeholder v Delete Follow up v Delete Document vDelete gt Relation v Delete AA Company ilM Company SAINT gt amp Contact gt EO Document gt Follow up B Project gt Ild Project SAINT gt Date Data owned by Primary group Other groups Other associates External user Anonymous v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete vDelete Delete v Delete v Delete Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete Y Delete Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete v Delete Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholder Stakeholders Status Academic title l Creative contact First name Large contract in closing Middle name Neglected customer Sales role Sales role comment Sales role comment text Stakeholders Turnover last year Turnover YTD Year employeed New characteristics Motivation for change Stakeholders as criteria Makes it possible t
3. Driven by a passion for customer relationship management SuperOffice is one of Europe s leading suppliers of CRM solutions to the business to business market Our software supports the individual user in achieving stronger sales marketing and customer service productivity SuperOffice Find catch amp keep more customers Contents SuperOffice CRM version 7 1 rarrarnnrnnnnrarnnrenernurvnvenernunnnvenenn 3 New and improved features rrrrrrarannnrnnrnnrrnanennrnnernnnenaneneenn 4 SuperOffice Sales amp Marketing General features ararannnnnnnnnnnnenenenenvnennnnnnnnnnnnenanannnenenennnenenenenenen 5 IAI AEE EE E E E ET E E E TTT 8 SEE ee 9 POOO EE EEE EE EEEE 11 FING REN ENE A E EN EE 14 SuperOffice Mail link rrarrrarnnrrvarorannnnrvanerannrnnnanenanenaenneenen 18 SuperOffice EMarketing ccccseccsscccseeceeeceeeeeeeseeeeaseesaes 20 SuperOffice Customer Service rrrrarararnrnrnarenarenernnernaneneen 25 SuperOffice Expander TOols ccccccseecseeeeeeeneeeeeteeeteeeees 30 Page 2 www superoffice com SuperOffice SuperOffice CRM version 7 1 It is now one year since we released SuperOffice 7 0 and it has been well received by our customers More than 60 000 users are working with SuperOffice 7 and the feedback has been overwhelming The main focus for SuperOffice 7 1 has been to make SuperOffice CRM even better When introducing a new generation of our so
4. apps sm mfrfafelfs 2 9 2011 12 123 14 15 616 7 8 920 11 112 3116 27 28 29 0 2 22713 24 15 16 17 18 19 un EFF ETE 8 20 a1 22 28 2 25 26 30p1 1 2 3 45 sjal l s 2 3 4 E mail Info info superoffice co uk I Stop I Wo Mailings Dear James Ihsiis the label Lo incididunt ut labore Stop Refresh X Home P Print File Edt View Company Oisy Sale Project Selection E mail Reports Help 30012082 New characteristics Motivation for change New help content Improve the user friendliness value of The contents of the online help system the online help system has been rewritten by Ink and improved The content is now less screen oriented and more process oriented The texts are also used in the PDF user manual which consequently has been improved as well Filter and export bounced recipients Improved customer life cycle When listing the recipients of a mailing it management between eMarketing and is possible to filter out only the bounced contact management After a mailing is ones and export them to a selection in done it is good practice to create a list of S amp M bounced addresses and have someone clean up the CRM data Listing mailings for company in S amp M For S amp M users it is convenient to A view in eMarketing can be placed in quickly be able to see all mailings which a web panel inside S amp M It will list all have been sent to a given contact mailings for all persons fo
5. New operator Is exactly Gives you the possibility do search for Lo Rt ose name bd ks New operator on criteria Contact name information on specific a contact sale T amp Contact v Is exactly v Bee FB Project name v Is exactly re Project name sale title selection name project O Sale v Is exactly Moment Studio AS Oslo West British Airways Hewlett Packard Norge AS Add Delete Deactivateall Reset Swix Norge Rema 1000 Norge AS Company Postal addre Category Contact eee re Coca Cola softdrinks Head Off Dinamo Story Film AS Performance on the Find dialog You get the result quicker when Better performance working with criteria searching for or through a large amount and result of items Feedback in search result If your search criteria don t match Company Postal addre Category Contact Telephone Our contact Find Your search criteria did not match any records in the database If no result no criteria are checked a anything a message appear in the result message will be shown in the result archive telling you so archive Page 14 www superoffice com SuperOffice New and improved features Sales amp Marketing Find Screen shot New characteristics Motivation for change Search for requests in CS from S amp M You will now be able to search for Added different request criteria on the specific request criteria and get the Request tab request in the result archive M amp ID v
6. Projects Screen shot New characteristics Motivation for change Project guide Filters on guide With the check boxes for Milestone archive only Created only and Show all GE Three check boxes for filtering the statuses you will find it easier to get the 27 03 2012 Status meeting IV 04 05 2012 Project report SE a ey NN SE scope dommen activities shown in the project guide show the most important activities 30 03 2012 Make scope document Preference Default Project Status is It will be less clutter for you in the list of removed all the preferences Removed a preference that is no longer in use www superoffice com Page 13 SuperOffice New and improved features Sales amp Marketing Find Screen shot Company AM Company name v Is exactly FM Category v Is one of b Date v This month 1477 IMT Company SAINT gt amp Contact Add Document gt MES ronowup gt Company Bl Project d hA Project SAINT gt FA Relation r a Sale Find Display in main window re Category Contact v volv Business Partner Campaigns Cold call Custo 01 03 2012 t Telephone Our contact Addto selection Add to project B Exp shows 0 New characteristics Motivation for change Updated User interface More productive satisfied and happy More intuitive and easier to use users 31 03 2012 shows 4 Refresh
7. 0 M Title v Starts with O E Owner v Is one of Click here to select list items I Category v Is one of Click here to select list items I E Request status v Is one of Click here to select list items Reset button in the criteria archive You can now delete all your criteria and A button to reset the criteria to the build up a new set of stored criteria If ne eine default settings in the selected criteria you regret this change you can click F F Number v Starts with E eee anse archive the Reset button and get all the default I amp Lastname v Starts with I IM Searchphone Telephone Starts with criteria back into your list M F E mail v Starts with Add Delete 7 Deactivateall Reset P amp shows6 O Refresh Resets to predefined values Move order of criteria When sorting your criteria you will be LI coven Up and down arrows to sort the criteria able to move the most used criteria on Pr Company name v Is exactly v FM Number v Starts with list your list I First name v Starts with I Lastname v Starts with I FM Searchphone Telephone v Starts with M FM E mail v Starts with Add Delete 0 Deactivate all Reset y amp shows 6 Refresh PC MM E mail ek Add Remove criteria improved When adding a new criteria you can T g Add criteria will give you a drop down list choose directly from a drop down menu IM Company for different criteria or the fast searcher and
8. Clicking on a recipient in the recipient list will show how the merged email will look for this particular recipient Performance A lot of work has been put into improving the speed of the system We have reduced database accesses reduced execution times and reduced the amount of data transferred over the network Motivation for change You can now verify that the list of recipients is 100 correct before sending The list is also available after a mailing is done as historical information This function makes it possible to verify that merge variables salutations etc are correct for various recipients without having to send test emails We wanted to improve the responsiveness of the system Page 22 www superoffice com SuperOffice New and improved features eMarketing Screen shot Link for viewing message online Table rows with template variables Conditional value Ere List of available template variables e sick man of Europe many ians and the nationalized while workers were often on been turned on its head volume car maker Rover New characteristics New Rich text editor The Rich text editor used for creating eMarketing messages has been upgraded to a new version The new version has better looks better functionality and more integrated menus Dropdown with template variables in editor In the editor it is now possible to open a dialog where
9. becoming corrupted because you could not specify country when editing persons contacts in CS www superoffice com Page 29 SuperOffice SuperOffice Expander Tools Screen shot FsetLanguageLevel 3 DateTime myDateTime myDataTime movel oDayStart New extra field Date Date and time Time Boolean value yes no Timespan Text short Contact relation Company relation Request relation User relation Category relation Priority relation FAQ relation Extra table relation Attachment Dynamic link Sale relation Project relation Appointment relation i Error unknown identifier fobar at line 4 char 1 fobar Did you mean foobar setLanquageLevel 3 Integer foobar 10 fobar Menu properties Label Base Program URL Target URL to icon Position Append ID Request Escalate Ticket amp action doScreenDefinition New characteristics Motivation for change New ejScript functions More functionality to the developers who The ejScript language has been work with SO Expander Tools improved with some new functions Amongst the most important is support for packing unpacking a Map to a String in Json format New Extra Fields relations to S amp M More flexibility for customizing When creating new extra fields in CS SuperOffice CRM For instance it is we now have support f
10. is the provider of the archives and will offer the same set of columns to view in all archives in both clients The high numbers of Mac OS users that are requesting automatically handling of documents in SuperOffice now have a solution There is a different set of tools available for Windows and Mac users We want to offer the user the right set of add ons to install depending on what type of computer they start our Web client from This will give the administrator an easier way to order more licenses of SuperOffice www superoffice com Page 5 SuperOffice New and improved features Sales amp Marketing General features Screen shot New characteristics Motivation for change Sale tab changed name to Workflow The change was made when Project in Admin client Guide was added as a feature You now The navigator button in the Admin client maintain both the Sales Guides and called Sale has changed name to Project Guides from this panel Workflow eLearning menu item added in help To give easier access to eLearning Selection E mail Help Index Travel Project Reports menu without having to do a lot of eLearning is added as a menu item configuration on the Help menu if the company has Technical Support Web eLearning licenses E learning About Show Log File eLearning user automatically created Remove the need for an administrator to eLearning user aut
11. list of participants participants to Excel A excel button is placed in the footer view in the participant tab in the appointment dialog Page 8 www superoffice com SuperOffice New and improved features Sales amp Marketing Sales Screen shot New characteristics Stakeholders Company Contact Dinamo Story Film AS Fotograf Lisa Westgaard AS Lisa Kristine Westga Liberty Communications Head Offi Hannah Hofman Liberty Communications Head Offi John Rowling Volvo Norge AS Volvo Norge AS Volvo Norge AS Lars Hille Olsen Olav Leirhol Add Remove M Edit ag Export This setting will apply to IG Database Target Main database Group Value Enable Stakeholders Yes No Remove preferences on lower levels Name Saleto new customer Sale type category v Sale new customer Estimated time for this sale process 3 v Months Stages used for this sale type Name Probability v Lead Identify v First Meeting vi Proposal Second Meeting Short List v Verbal Accept IV This sale type is linked to a guide Sale to new customer 7 Help Restore Save Cancel Sales Stakeholders archive in sale panel A new archive can be shown in the Sales panel where you can see all stakeholders in this specific sale and what role the have Preference to activate Stakeholder archive A preference is added that is used to enable or hide the Stakeholder arc
12. of showing if the project are on track or not and the hyperlink will open the linked appointment The field are updated in the same way as Next activity on Sales panel Show a project guide in a logical and intuitive way The project type are saved to show the project guide or not and based on this you can choose the right project type for your project www superoffice com Page 11 SuperOffice New and improved features Sales amp Marketing Projects Screen shot F a Dl Name Guided project Estimated time for this project process B v Months Statuses used for this project type IV This project type is linked to a guide Description Guided project 2 Help Restore Save Cancel Project guide v Projecting Implementation Completion bd Follow ups Documents 27 03 2012 Status meeting M 04 05 2012 Project report 17 04 04 2012 Evaluation meeting Create Scope document 30 03 2012 Make scope document I Milestones only I Created only I Show all statuses F Name valuation meeting omme The purpose of this follow up Evaluation meeting Follow up to be created Follow up type v Internal meeting Start date 1 days after today Duration 2h 00m Default text in follow up Evaluation meeting The purpose of this follow up Make scope document I amp Milestone follow up Follow up to be created Follow up type v Preparations Start date 0 da
13. starts collapsing of the message New charts for Request statistics The Statistics gt Request statistics now uses the new chart component Support for browser spell check If the browser supports spellcheck it will now be available inside the CKEditor Support for country on contacts and persons Support for category and business on contacts We now support the country field on contacts and persons and category and business on contacts They are available as display fields cards and lists search fields as well as dropdowns when editing a person or a company Motivation for change This has been a requirement from many users A business would like their outbound emails to have a nice look and feel The old version used Times Roman which by many is considered an old looking font Save screen space when showing messages on a request All the message content which is detected as quoted content is hidden by default The Statistics gt Request statistics now uses the new chart component Many users will probably prefer using the browser s built in spell checker as it is more user friendly red underline instantly under unrecognized words right click to correct and similar to what they are used to in e g Microsoft Word or Outlook We are moving towards having CS and S amp M showing and editing the same fields within contact management Also there were problems with default phone prefixes
14. you can choose template variables to insert Generic SMS Support Motivation for change Creating eMarketing messages is now visually more appealing and easier Improved user friendliness It is easier to choose a template variable from a list rather than having to remember these codes We wanted to support more SMS The SMS functionality which was earlier gateway providers than today without limited to two Norwegian providers can having to manually write the support for now be used against any known provider each one of them It should be possible we supply a connector for SSL Email support 7 0SR2 We now support retrieving emails using to integrate with any local SMS gateway provider in any country We wanted to support more mail server environments where encrypted POP IMAP over SSL as well as sending communication was required such as emails using SMTP with AUTH over SSL SSL is a protocol for encrypting network traffic SAAS solutions Office 365 Gmail etc This is especially a requirement from customers who do not host their own mail server but rent access from a provider www superoffice com Page 23 SuperOffice New and improved features eMarketing Screen shot n dispHelp amp id 227 Search New request E fl Introduction 5 fl Requests o fl How to handle a request G fl Main page o Ba New request Ba Find requests GI B Last search o fl Last requests fl O
15. I No Mailings 26 01 2011 HH End date Milestone Priority D Date Activities Alarm O Type v Mile Date Type Repesting Dm Tet t 05 04 2012 00 00 Phone call Stor Contact 21 03 2012 13 00 Customer m Intention B Project name 20 03 2012 08 00 Customer mi Location O UserID 08 03 2012 08 00 Customer Endtime Bi 07 03 2012 Letter Completed date Z D 07 03 2012 Online docu 2 ope al v Q 07 03 2012 Online docum E e k vo 24 02 2012 10 30 Project meeti Dee vi M 2102 2012 Pronnsal 1 Eu JEG fa oF Add Delete m Filter En Am I among the participants in a meeting participating A Hannah Hofman Liberty Communications Hea UserID HH Password Change Password 2 Role System administrator Primary group Creative team Other groups 2 Task 2 Help New characteristics More columns available in archives Win Client Windows and Web client now shares the same set of columns the user can choose to be displayed in the archives SuperOffice Extensions for Mac OS Automated up and download of documents when using a Mac OS Computer Auto detection of client OS on the Web client When the Web client is opened in the browser we will now detect if the user Buy more licenses button in the Admin client A new button called Purchase more licenses is added in the Users and License panel in the Admin client Motivation for change The NetServer
16. ariables Known as the cradle of the Renaissance Florence is a culture rich city in the NG GE q Search S fl Introduction S fl Requests o Bw How to handle a request Be Main page o Ba New request By Find requests o fl Last search GI fl Last requests G By Own open requests Bw Unassigned requests EI fl Search in request log GI fl My hotlist ll Show tables Ba Requests Ba Customers G fl Find entries E fl Customers By Selections By Knowledgebase E fl Statistics fl Settings fl eMarketing fl System design fl Appendix MTT egene as Ken gt It is used to create a new request manually in the system for example to register an inquiry received by telephone or a task to be performed by someone Status Title Alt T The request s title Contacts The request s contacts Delete Click here to delete the selected contacts Add Click here to add more contacts Category Alt a Which category the new request should be placed in Access level Alt A The request s access level Owner Alt w The request s owner e Priority Alt P The request s priority If you choose Automatic the priority will be set as follows If the contact has a priority that will determine the priority of the request If not i If this priority i the request will have the same priority as the customer s company If thi isnotset T New characteristics Dropdown with templa
17. bout the numerous improvements in the following section of this document 6 The Customer Service Start Page We have made a brand new start page which welcomes you after logging in to Customer Service It will show you different views analysis and status reports of what is going on in your request system It s graphical and informative We are convinced you ll love it www superoffice com Page 3 SuperOffice New and improved features On the following pages you will find a description of a wide range of additional improvements some big some small all valuable Because in SuperOffice we have a real commitment to detail and we know that our users do tool We hope you will find a lot of functionality that will please you when you start using this new version of SuperOffice Enjoy Page 4 www superoffice com SuperOffice New and improved features Sales amp Marketing General features Screen shot File Edit View Company Diary Sale Project Selection E mail Reports Help 05032012 perO Company Statoil Norge AS HQ M al meny Visiting Forusbeen 50 TW 4035 STAVANGER Category Customer 9 27 28 29 Postal Forusbeen 50 Code Statoil a w wu H 4035 STAVANGER Na ER Norway VAT Busin Telephone 51990000 Fax 51990050 Web site Home page http www statoil E mail infoGstatoil com z Completed DBID Category I Stop
18. ce integration with client both Windows and Web client Archive more than one mail in one go Eliminate feature gap between win and The feature is now also available with web integration web integration for both emails and attachments Archive on project is removed You can still link the archived mail Mail Link is no longer tied to the to a project and or a sale as before SuperOffice client and cannot probe for but current settings are not added the current project but it s still possible automatically to link the mail to wanted project or sale Archive Appointment from Outlook is Simplifying the dialog presented to the removed user The simplified Mail Link dialogs lets you archive tasks but does not offer a way to convert tasks to appointments by altering the time parameters of the task www superoffice com Page 19 SuperOffice New and improved features eMarketing The focus of eMarketing for 7 1 has been to improve the user experience and the ability to control more in detail how a mailing is executed Screen shot v My link Number of hts I Last reset 09 Nov 2011 20 29 Redirect to new web page www vg no Link actions f Save in folder none Redirect to new webpage O Show custom text URLtonew page wwnvg no New characteristics Creating tracked links within editor Motivation for change M
19. e CS they will look identical as in Outlook Motivation for change We always strive to make the user interface look perfect Requirement from customers Prevents problems with having too many files in one folder Windows explorer and various other backup software may fail Easier administration It is easier to create a profile by copying an existing one rather than creating a new one from scratch When viewing the emails on a request it looks much better when we show the content with the same font as it was written in UX perfection Page 28 www superoffice com SuperOffice New and improved features Customer Service Screen shot From Niels Sent 30 jar To Sverre H Request statistics Number of requests registered pr Day of week 30 Dec 2011 30 Jan 2012 Total 14 Friday EE Saturday O Sunday ME Monday ME Tuesday MA Wednesday MA Thursday 0 1 2 3 Source Ac Bi UF F I am tiyping here with Country Choose sl E Afghanistan O Albania O Algeria O American Samoa O Andorra Angola Password O Anguilla Priority None a O Antarctica User name O Antigua and Barbuda New characteristics Default font in CKEditor It is now possible to specify the default editor font Outlook separator recognized The horizontal bar used in Outlook when replying to emails is now recognized and
20. entury ago I Completed I Publish 05 03 2012 HH F Edit list item Name Guided project Estimated time for this project process 3 v Months Statuses used for this project type Name Planned Projecting In Progress Implementation Completed Completion Stopped IV This project type is linked to a guide Description Guided project aa Re Help Restore Save Cancel EEA Poco Type v Guided project Guided project Edit IV Suggest moving the project to next status automatically Statuses in this type of project Name Description Projecting Completion Implementation Guided project Suggested follow ups in status Evaluation meeting Suggested documents in status Project report Status meeting Scope document Make scope document Add Delete t Add Delete I Show deleted New characteristics End date on Project card A date field on the Project card for the date the project are thought to be finished Next Milestone on Project card A date field that shows the next milestone follow up connected to the project guide Project status choices based on project type The project status are connected to the project type field Project guide based on project type A project guide appears based on the settings for the project type Motivation for change Making it possible to add an end date and to search for the projects end date A visible way
21. ephone Our contact Company Motivation for change You don t need to open the criteria dialog Edit or change text date or the container to change text date or other drop down fields When you have added a text you want to search for you don t need to click on the Find button only hit the Enter key on your keyboard To search for documents on a company you know the exact name on you select Is exactly in the container and you get your history list fast search and find on company When you want to see more of the result archive you can move the splitter further up so less of the criteria and more of the result are visible Page 16 www superoffice com SuperOffice New and improved features Sales amp Marketing Find Screen shot New characteristics Motivation for change New find GUI in Add Remove When adding and editing criteria it has Category v Is one of Business Partner Custome 7 i z Ciba ened siegi helene members in static selections the same behaviour as the Find criteria Company Interest v Is equal Major Account Newspape The criteria archive have the same archive IIM Company SAINT gt amp Contact functionality on static selection as the O Document gt amp Follow up gt B Project gt Find dialog ild Project SAINT FA Relation Add Sale vateall Reset amp shows4 Refresh If no contact criteria are specified Handli
22. f the current user www superoffice com Page 31 CRM the SuperOffice way www superoffice com Driven by a passion for customer relationship management SuperOffice is one of Europe s leading suppliers of CRM solutions to the business to business market Our software supports the individual user in achieving stronger sales marketing and customer service productivity SuperOffice
23. ftware with a lot of new functionality we are of course also receiving a lot of feedback and suggestion for further improvements and enhancements We have tried to build as many of these into SuperOffice 7 1 You can read about the numerous enhancements on the following pages In addition to this we have also been able to add a few brand new features that we hope will put a smile on your face The headline news in SuperOffice 7 1 are 1 The Project Guide If you are familiar with the Sales Guide in 7 0 you will recognize the functionality in the Project Guide Planning project stages activities and milestones related to standard document templates makes working with projects in SuperOffice a new experience Our target has been to provide a process support tool in addition to the well known project archiving capabilities this module is recognized for 2 Sales Stakeholder In SuperOffice 7 0 we introduced Sales as an separate entity panel along with a lot of new functionality In 7 1 we even added the possibility of attaching stakeholders to a specific Sale Stakeholders can be compared with project members as you know from the project module in SuperOffice This feature provides the ability to attach internal as well as external persons and companies directly to a Sale This creates of course a valuable overview of stakeholders for a specific sale but it also creates powerful relations that can be used for generating selections that i
24. hive for users groups databases or the entire system Stakeholders archive per sale type In the Admin client you can specify what sale types that should have a stakeholders archive Include stakeholder sales in sales archive on company card Motivation for change This can be used to specify different roles and contact points at the customer It can be used to assign internal roles in the sale or keep track of subcontractors or partners Can be used to override visibility between users regardless of the setting on the project type Depending on the type of sale you have it may vary if you want to maintain a list of stake holders If a sale doesn t need stakeholders the archive is removed from the sales type This can be used to list sales where a company is involved as a stakeholder Date Amount Prob Stage Next activity Tet Company name Contact User 04 07 2012 10 000 00 1 Lead 04 07 2012 Fotoshoot Fotograf Lisa We Lisa Kris HH A checkbox is added to the footer of the This can be a partner or subcontractor of Coffeeonthe G Starbucks Corpo EmileL JR This is a stakeholder sale v 78900000 100 Sold 14022012 sales archive in the company panel This some kind will show sales where this company is a stakeholder in www superoffice com Page 9 SuperOffice New and improved features Sales amp Marketing Sales Screen shot v
25. mplate Simplified administration When creating It is now possible to copy a reply a new reply template you can now start template to create a new one with a copy from an existing one instead of starting from scratch Performance We wanted to improve the A lot of work has been put into improving responsiveness of the system the speed of the system We have reduced database accesses reduced execution times and reduced the amount of data transferred over the network New Rich text editor Improve the user experience all places The Rich text editor used in both where the editor component is used eMarketing and Customer Service has been upgraded to a new version of CK editor The new version has better looks better functionality and more integrated menus Page 26 www superoffice com SuperOffice New and improved features Customer Service Screen shot Add template variable Customer name First name Middle name Customer e mail Company name Company phone Our sales contact Link for viewing message online e sick man of Europe many ians and the nationalized while workers were often on been turned on its head volume car maker Rover Table rows with template variables Conditional value Choose from values Set variable Increment variable Decrement variable PI Nhere ti Where t Format date p i Format time j x Click here I List of available template v
26. n turn can be used for multiple purposes The sales stakeholder facility will also create relations that makes it very easy to see which sales a company or person have been involved in from the Contact Card view in SuperOffice 3 eMarketing The introduction of eMarketing in SuperOffice 7 has been a success Now it s even better Based on feedback from our customers we have been able to improve the usability and functionality quite a lot in 7 1 This new versions adds new power and completeness to the marketing process support in SuperOffice CRM Read about the numerous improvements in the details section of this document If you are an existing user of the eMarketing module we are convinced you will be smiling all through your reading 4 New Mail Link Due to the increasing use of web applications we decided to rewrite the Mail Link to make it even more streamlined and stable The user interface is now part of Outlook Notes and not part of SuperOffice as it used to be This increases performance and makes it even simpler to use It also supports both 32 and 64 bits editions of Outlook and Notes Working with the Mail Link in Citrix environments has also been addressed and simplified Both Sales amp Marketing and Customer Service are using this new version of the Mail Link 5 New Find search dialog The Find dialog is a really powerful search function used very frequently and the importance of usability is very high Read a
27. ng of Stop and No Mailings Include first contact I Include companies with Stop Include all contacts for each company I Include companies with No Mailings Do not include contacts I Include contacts with No Mailings r 4 M Company gt IIM Company SAINT gt Stakeholders added on different sales Follow up gt b gt New search criteria for Sale You can search for a specific sales role IB Project Added new criteria for fields from Sale ild Project SAINT dd EEE Stakeholder Academic titie H Stakeholder archive aa Stakeholder Creative contact Stakeholder First name v Date Stakeholder Large contract in closing Stakeholder Middle name Stakeholder Neglected customer Stakeholder Sales role Stakeholder Sales role comment Stakeholder Sales role comment text Stakeholder Stakeholders Stakeholder Turnover last year Stakeholder Turnover YTD Stakeholder Year employeed IV Display in main window Stakeholders p Status z New search criteria for Project You can search for milestone activities 7 I End date EP is Ge Added new criteria for fields from and end date on project M B Guided vis C Yes C No www superoffice com Page 17 SuperOffice New and improved features Mail Link Screen shot nread Read Finda Contact ategorize J Address Book m Search for ollow Up Y Filter E mail Sender 4 Archive E mail Archive e mail in SuperOffice on the
28. not need to 3 IM arie open a dialog Add Contact vate all Reset OI Document j 2 Follow up Company i Project pre Category 2 Project SAINT gt FA Relation bb Sale k www superoffice com Page 15 SuperOffice New and improved features Sales amp Marketing Find Screen shot New characteristics Edit value in criteria direct in list Company Sale Selectio WM FM Company name v Is exactly MMM Number v Starts with 1287 can be done directly in the archive V amp Contact v Is exactly v VM Date v Between v 01 01 2012 v 31 12 2012 Enter key starts search Enter a text and hit the Enter key will be v Is exactly v Starts with the same as clicking the Find button Company QE I F Company name M F Number Search for Is exactly entity MW FM Company name v Is exactly v Volvo Norge AS A new container Is exactly on the M amp Contact v Is exactly v Lars Hille Olsen M B Project name v Is exactly v Volvo Ocean Race 2012 criteria for Company Contact Project M amp Sale v Is exactly v Volvo Ocean Race 2011 2012 Volvo Norge Sale and Selection Splitter to adjust size of result list Company A splitter between the criteria archive AM Number amp Firstname v Starts with v Starts with v Starts with and the result archive amp Lastname 117a Add De Deactivate all Rest Postal addre Category Contact Tel
29. o search for or build Find sale using stakeholders as criteria selection with stakeholder criteria like you want to find all the sales that have stakeholders with a specific sales role Stakeholders as objects in rights This makes it possible to manage matrix in Admin client access rights for users on stakeholders In the role panel in the Admin client a new line called Stakeholder is added to the data rights matrix Page 10 www superoffice com SuperOffice New and improved features Sales amp Marketing Projects Screen shot Project Status v Implementation Number 10082 Website http www volvooceanrace com End date w 11 05 2012 Next milestone 04 04 2012 The Volvo Ocean Race is an exceptional test of sailing prowess and human endeavour which has been built on the spirit of great seafarers fearless men who sailed the world s oceans aboard square rigged clipper ships more than a century ago ox cane 05 03 2012 HH I Completed I Publish Project AN Volvo Ocean Race 2012 Type Guided project Responsible Hannah Hofman Status Implementation End date 11 05 2012 Number 10082 Next milestone 04 04 2012 Web site http www volvooceanrace com The Volvo Ocean Race is an exceptional test of sailing prowess and human endeavour which has been built on the spirit of great seafarers fearless men who sailed the world s oceans aboard square rigged clipper ships more than a c
30. omatically created define and create users of the eLearning the first time an users tries to launch system eLearning from the Help menu Deployment of Extensions for Easier user adaption for Mac OS users Mac OS Offer to install Extensions for Mac when starting S amp M from a Mac Page 6 www superoffice com SuperOffice New and improved features Sales amp Marketing General features Screen shot New characteristics Motivation for change Request button shown in the Give the users a shorter way from the navigator for CS users Sales amp Marketing client into Customer User with a Customer Service licence Service without having to log in will get a buttons in the navigator called Requests Pressing this button will launch SuperOffice Customer Service www superoffice com Page 7 SuperOffice New and improved features Sales amp Marketing Diary Screen shot Description Details Participe ca Contact a v Hannah Hofman 7 John Rowling Ww Peter Brown Edvin Moses Lisa Kristine Westgaard Ww Tomas Backstr m Add Delete E mail Invitation Completed Publish New characteristics Motivation for change Navigate to week from month A new shortcut to week view calendar C lick on the week number in the month calendar in the mini panel will navigate to calendar week view Export to Excel button in appointment Makes it possible to export a
31. or three new now possible to relate a request to an relational types Sale relation Project appointment in S amp M using the S amp M relation and Appointment relation These calendar to show move the appointment types can be used to related requests Or one may use this to relate a number customers or extra tables to these of requests to a Project in S amp M entities in S amp M ejScript auto suggest Make it easier for developers When writing ejScript if the script has errors in form of unknown variables or functions you may now get suggestions for correct values Extra menus portability and Extra Allows for customizing without having to tables recreate the view screen for extra tables Extra menus have been improved so that they now have a dropdown for the base program i e ticket rms This makes extra menus easier portable to other hostnames Also we now support extra menus for the screens for viewing extra table entries Page 30 www superoffice com SuperOffice SuperOffice Expander Tools Screen shot New characteristics Motivation for change Profiling for extra table grids Allows for customizing without having to The grids showing related entries when recreate the view screen for extra tables viewing an extra table entry are Now profilable Status sn Support for getting the current user s username It is now possible to call getVariable factiveUsername to get the username o
32. ore user friendly process for creating When creating an eMarketing newsletter newsletters with links The previous you can now create tracked links and specify all the link actions such as adding the customer to a project or a selection in a dialog from within the newsletter editor Improved screen for viewing links The screen for viewing an eMarketing system with first making mock links and then changing them was not intuitive More user functionality In the previous version some menu items were hidden link is now improved to properly show all for some statuses of a mailing even possible actions Improved screen for editing links though it was not necessary It is now easier to see what a link The screen for editing an eMarketing link does action and which response is now improved with a better layout Improved link actions The actions which can be executed when a recipient clicks a link has been improved Most actions can now be specified in parallel l e it s possible to add to both a selection and a project the customer experiences redirect or custom response More powerful actions offers more flexibility when eMarketing mailings are used to get feedback into CRM Page 20 www superoffice com SuperOffice New and improved features eMarketing Screen shot New characteristics Motivation for change Link actions 4 m Create task in Sales amp Marketing
33. r the current company Clicking on a mailing will show the mailing s content merged with the recipient Page 24 www superoffice com SuperOffice New and improved features Customer Service Screen shot ULDec 2010 1521 Unassigned 122011 0028 Unasigned 5 Showing 1 25 of 30 rons Open requests per origin Customer Centre New characteristics New status screen The The first screen which is shown when you login to the system has been updated to show 2x2 panels containing a report view The contents of each panel can be chosen from profiled amongst a predefined list of 16 different reports lists and the classic status screen Profilation of status screen The status screen which panels are shown can be profiled customized on single user role or global level Request origin We have a new field on request origin which is set when the request is created based on which communication channel was used to create the request Possible values include Email SMS Internally etc This field may not be changed by the user but can be used when searching listing and grouping requests View reply template We have created a new screen for viewing a reply template Before it was only possible to list and edit reply templates Motivation for change Give a better overview of the status of the requests in the system when users log in or click Statu
34. s screen in the menu This underlines one of our messages about CS it brings structure to your customer service Processes Be able to create personal group status screens We also think people will like the possibility of making their own status welcome screen Allows users to easily see where a specific request originated from as well as managers to see reports of which communication channels are used and to which extent possibly over time Often it is convenient to view a reply template without editing it The view screen is easier to use www superoffice com Page 25 SuperOffice New and improved features Customer Service Screen shot View reply templates Click here to copy the reply template v My support reply template Description This reply template is used for support Folder Support Access Everyone can read and edit Owned by SH Last changed 30 Jan 2012 09 37 pm Default Unspecified language New characteristics Motivation for change Edit reply template Editing reply templates should be faster We have created a new screen for and substantially more user friendly editing a reply template Before it was multiple screens depending on whether the Language portal module was installed The new screen contains all functionality in one single screen It is now also possible to create a reply template by copying an old one Copy reply te
35. sender s company card Archive as Task Archive this e mail as a task in your calendar Archive Attachment s G Archive attachments as documents in SuperOffice V Archive as request Add this e mail to Customer Service as a new request fr l s 1 Subject News in SuperOffice 7 1 Company SuperOffice AS v Date 01 03 2012 fis Type Inc E mail v Contact Guttorm Nielsen X E Completed Project Start typing project name to search Sale Start typing sales name to search p Include attachments Remove from inbox r er Status Solo from Guttorm Nielsen Superoffice no P New characteristics Motivation for change Support for Outlook 2007 and 2010 Simplified and streamlined Ul with Improve the overall architecture of Mail link allowing us to focus on new improved stability and performance features and making Mail Link easier to support debug and maintain Support for 64 bit version of Outlook Outlook 2010 was released in both 2010 32 bit and 64 bit editions We wanted to Using Mail Link with Outlook 2010 64 bit version is now fully supported support both Support for Notes 8 5 or newer Increased stability performance and Just like with Outlook integration maintainability between SuperOffice web and Notes has been greatly enhanced User Interface moved into mail client Provides a consistent Ul and user A new user interface for web and
36. te variables in editor In the editor it is now possible to open a dialog where you can choose template variables to insert Generic SMS Support The SMS functionality which was earlier limited to two Norwegian providers can Motivation for change Improved user friendliness It is easier to choose a template variable from a list rather than having to remember these codes We wanted to support more SMS gateway providers than today without having to manually write the support for now be used against any known provider each one of them It should be possible we supply a connector for SSL Email support 7 0SR2 We now support retrieving emails using to integrate with any local SMS gateway provider in any country We wanted to support more mail server environments where encrypted POP IMAP over SSL as well as sending communication was required such as emails using SMTP with AUTH over SSL SSL is a protocol for encrypting network traffic New help content The contents of the online help system has been rewritten by Ink and improved The content is now less screen oriented and more process oriented The hierarchy of help pages have been cleaned up The texts are also used in the PDF user manual which consequently has been improved as well SAAS solutions Office 365 Gmail etc This is especially a requirement from customers who do not host their own mail server but rent access from a pro
37. ult of an eMarketing mailing will improve the value of the tool The read pr hour chart gives a good view of how long it takes before the recipients reads the mail The recipients pr business chart shows a good overview of which groups of recipients are targeted This new functionality will strongly improve the user control of the sending process Also it allows for resending the mailing to additional recipients without having to create a new mailing www superoffice com Page 21 SuperOffice New and improved features eMarketing Screen shot Warning This is a system template which will be overwritten when upgrading the system Make a copy if you wish to modify it Dear Erik Eide If you cannot read this email click hare to view it online New characteristics List recipients After recipient selections have been chosen the system will process the lists immediately and create a list of all actual recipients The user can then view the recipients and verify that they are correct The list will show a sending status for each recipient which will change once the mailing is started showing values such as Sent Bounced or Read This list contains links to the View person screen for entries which are related to a person in the database Clicking a row will navigate to a new screen for viewing the resulting Email SMS for the chosen recipient List single recipient
38. vider Improve the user friendliness value of the online help system www superoffice com Page 27 SuperOffice New and improved features Customer Service Screen shot File Edit View Company Dimy Sale Project Selection E mail Reports Help SE SuperOffice Software Limited Postat Gloucester House jan Show profiles SuperOffice Requests h Customers AF M System Ba Search EG fl Table entry Main page G SHED E fl System sree Copy py Selections GridTest v o External Message registered by MailEnable Admini Auto reply not sent The sender s address is invalid Pos Your new e mail account has been activated and If you have problems accessing mail please contact y PE mail Enable New characteristics Viewing CS tables inside S amp M When viewing CS tables inside S amp M as a web panel the grey border has been removed so that it looks better Support for clustered servers for MAPI The MAPI agent has been improved to support clustered Exchange servers Attachments spread over multiple folders Attachments are now stored in folders named folder 00001 folder 00002 etc 10 000 attachments pr folder Copy profiles It is now possible to copy a profile for instance to create a shared or global profile Correct fonts on imported emails Emails specifically from Outlook are now imported with correct styling so that in the messages list insid
39. win experience independent of client talks with NetServer and works without SuperOffice running Page 18 www superoffice com SuperOffice New and improved features Mail Link Screen shot Inread Read Finda Contact v ategorizev GJ Address Book a Search for ollow Up Y Filter E mail Sender I 4 Archive E mail Archive e mail in SuperOffice on the sender s company card fr l s Archive as Task L v Archive this e mail as a task in 2 3 4 your calendar 9 10 11 16 17 18 Archive Attachment s 23 24 25 G Archive attachments as documents in SuperOffice 1 GF Archive as request 13 14 15 GP Superoffice Ribbon z Press F1 for add in help i 4 56 10 Status Solo from Guttorm Nielsen Superoffice no etal Subject News in SuperOffice 7 1 Company SuperOffice AS v Date 01 03 2012 fs Contact Guttorm Nielsen v Type Inc E mail v Project Start typing project name to search v Visible for Sale Start typing sales name to search v Completed Vi Include attachments Remove from inbox New characteristics Motivation for change Archive as CS request Very easy to archive a mail as a request Archive a request from mail to with the new Mail Link Customer Service Same client for web and win As a user you should have the same Mail Link now fully supports the same features if you use the win or the web level of SuperOffi
40. wn open requests G fl Unassigned requests GI Bw Search in request log ij My hotlist Ba Show tables Ba Requests Ba Customers GI W Find entries It is used to create a new request manually in the for example to register an inquiry amp fl Customers eq E ey Selecti received by telephone or a task to be performed by someone ions Status GB Kdlgeinse Title Alt T The request s title Ba Statistics Contacts The request s contacts Ba Settings Delete Click here to delete the selected contacts i Add Click here to add more contacts amp ll eMarketing Alt a Which category the new request should be placed in Bs System design Access level Alt A The request s access level Owner Alt w The request s owner e Priority Alt P The request s priority If you choose Automatic the priority will be set as follows If the contact has a priority that will determine the priority of the request If not quest will have the same priority as the customer s company If this priority is not set T z CILIT el aR Ba Appendix List recipients Return to mailing Y Bounced Refresh Type Name Arvid Hovland Alf B rjesson Emile Larkins Erik Eide Fred Michael Manasse Gary Mitchel Gunde Jansson Glenn R keberg Guran Nigel a George W Bushram a Henning Petersen e tr M bo Le fa 4 January 2012 JR OG Ra DR GE NG aiddi 13 AS
41. ys after today Duration Oh 00m Default text in follow up Make scope document New characteristics Default duration end date based on project type The end date gets a default date from the settings on the project type Project guide similar to sale guides A new archive for project guide with suggested activities are added and shows the project statuses visible the project type Project guide Milestone activities Some follow ups in the project guide are marked as milestones and are searchable Motivation for change One project type has usually an average time for how long the project will last With a default end date it s easier for you to pick an accurate end date With the project guide you will be able to get a better overview of all the different activity types that are suggested to follow for the different project types On projects there are often some milestones you need to reach before you can continue the work on the project Project guide Assign task to project There are often different people working members on a project and some follow ups are Some follow ups in the project guide get dedicated to other project members than a assign to dialog before creating the follow up the project manager With this feature it s easier to manage your project and the project members Page 12 www superoffice com SuperOffice Sales Marketing amp Customer Service
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