Risk & Credit configuration guide
Administration settings Installing fields Available fields in other CRM systems
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Administration settings Installing fields Available fields in other CRM systems
Updated on 13-11-2023 Sometimes the webpanels do not show immediately – try this: The web panels should now be visible when you return to SuperOffice.
Updated on 13-11-2023 Assign “user” and/or “administrator” To make users either “user” or “administrator” in SiteShop Apps, you need to be a SuperOffice administrator and follow these steps: Navigate to “Settings and Maintenance”, as illustrated below. Once you have completed the above step, you will arrive at the following page. Siteshop “user” and “administrator” names…
Last updated on: 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Fast and easy installations guide Begin by locating and clicking on “e-conomic Quote” in the SuperOffice App Store. After clicking on “Economic Quote” in the SuperOffice App Store, you will be redirected to the following window, where…
Last updated on: 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Fast and easy installations guide Begin by locating and clicking on “e-conomic Sync” in the SuperOffice App Store.You can also access the page through this link: https://appstore.superoffice.com/siteshop-aps/e-conomics-sync When you click “Sign Up” on the app, you’ll be…
Last updated on 16-10-2023 All the fields ending in “sotrans”, are translated lists, that will appear in the local language of the SuperOffice client. Installing fields To install more fields in SuperOffice, go to “Settings and Maintainance”, select “Fields” in the left hand menu, and add the fields you want with the appropriate ProgId. For…
Last updated on 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for the Market Data Nordic integration (which you can do here: https://siteshop.dk/order-app/order-market-data-nordic-for-superoffice/), you will be redirected to the installation page. Click Flush! To empty the cache right away. Step 2 –…
Last updated on 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for the APSIS One connector (which you can do here: https://siteshop.dk/order-app/apsis-pro-for-superoffice/), you will be redirected to the installation page. Step 2 – Assign the appropriate roles To use…
Last updated on 13-11-2023 Please note, you must be a SuperOffice Administrator to install and configure this app. After you have signed up for Byggfakta SMART App, (which you can do here: https://appstore.superoffice.com/siteshop-aps/byggfakta-live), you will be redirected to the installation page. To use Siteshop Apps in SuperOffice, users need to be assigned relevant roles. Here’s…
Last updated on 13-11-2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for Risika – Risk & Credit, which you can do here: https://appstore.superoffice.com/siteshop-aps/risika-risk-credit, you will be redirected to the installation page. Step 2 – Assign the appropriate roles To…