Documentation Index

Fetch the complete documentation index at: /llms.txt

Use this file to discover all available pages before exploring further.

Skip to main content

SuperOffice home page

English

Search...

⌘KAsk Assistant

Search...

Navigation

Diary

Diary (Follow-up)

Home

Guides

CRM Platform

AI

Mobile

Integrations

Developer guide

Release Notes

Contribute

Diary (Follow-up)

Welcome to the diary area where you can find relevant links to all things related to follow-ups and tasks.

Introduction

Concept

• The Diary screen
• Types of follow-ups

---

How-to guide

• Create a follow-up
• Edit or delete follow-up
• Complete follow-up
• View other diaries
• Group view

---

Video

• Add follow-up to project
• Manage your tasks and optimize your schedule

---

Reference

• Template variables
• User preference - AppointmentDialog
• User preference - DiaryView

Video meetings

Concept

• Video meetings integration

---

How-to guide

• Create video meeting
• Join video meeting
• Configure email invitations
• Connect provider
• Disconnect provider
• Remove configuration for users

---

Video

• Create and join video meeting

Invitations

Concept

• Overview

---

Learn

• Add attendee to follow-up
• Accept or decline

Recurrence

Concept

• Overview

---

Learn

• Creating recurring follow-up
• Stopping recurring follow-up

UI customization

Concept

• Screen Designer
• Web panels
• Task menu items
• List - Follow-up type
• Custom fields

---

How-to guide

• SoProtocol - create follow-up
• SoProtocol - open Follow-up dialog

---

Reference

• UdappntSmall table
• UdappntLarge table

Automation

Concept

• Overview

---

Reference

• Trigger SalesAfterSaveAppointment
• Trigger SalesBeforeSaveAppointment
• Webhook activity events
• Zapier

CRMScript

Concept

• Overview

---

How-to guide

• Get appointments
• Create appointment
• Update and delete appointments
• Working with todo lists
• View recurrence info
• Get follow-ups in a series
• Create repeating follow-ups
• Update repeating follow-ups
• Create invitation
• Accept invitation

API

Concept

• Working with follow-ups (appointments) in API

---

How-to guide

• Entity
• Web services
• Archive (search)

Database tables

Reference

• Appointment table
• Invitation table
• RecurrenceRule table
• Priority table
• DiaryView table
• Task table
• Project table
• SuggestedAppointment table
• Associate table
• UserGroup table

⌘I

Assistant

Responses are generated using AI and may contain mistakes.