Skip to main content
You can create shortcuts to an entry in SuperOffice CRM, for example, a contact, a follow-up, a sale, or a screen. Other internal users can click this shortcut to get quickly to the entry in question. The Copy shortcut option is available here:
  • Right-clicking an item in a section tab
  • Task menu () in main screens and dialogs for follow-ups and documents
When you select the Copy shortcut option, a shortcut (URL) to the current entry is then copied to the clipboard. You can then paste the shortcut into, for example, an email message and send it to one or more internal users of SuperOffice CRM. You can also paste the shortcut to the Run dialog in Windows to run it. This function uses the SOProtocol. SuperOffice WebTools must be installed for this to function properly.

Related topics

Create a Zap with SuperOffice CRMWork with FAQ entriesLook up lists between Source and SuperOffice CRMSPFCreate SuperOffice CRM Sale actionCreate a SuperOffice CRM Appointment action