 som er customer experience consulent til superoffice, og jeg skal igen gøre opmærksom på, at webinaret er på engelsk, men er teksten af danske bundetekster. Dansk menuet det bliver en introduktion af de nyheder, der er i superoffice 10 kort, og selvfølgelig med fokus på konfigurerbare skærme. Så er der lidt praktiske eksepler, der bliver vist, for der er man tilført af nye filter, og hvordan man konfigurerer skærmene med de nye filter efterfølgende. Og så selvfølgelig studeret med, hvordan I kommer i gang. Jeg håber, I får et stort lederpræsentation, og den starter her. Nu skal vi tænke om, at vi har et stort lederpræsentation igen. Det kommer også til vores YouTube-kanal, hvor du finder flere tips og inspirering. Nu skal vi tage et kig på agenda. Vi starter med en kort introduktion til superoffice 10 og de nye fejr, og overvæge nogle fejr, der kommer. Så vil vi tale om, hvor konfigurerbare skærme er en viktig fejr, og hvordan man kan benefit fra det. Vi tager nu en kort introduktion til, hvad det er nyt i superoffice og hvordan man kan bruge den nye skærmene. Og i det end vil vi give dig nogle mere detalje informeringer om, hvad du skal nødige, for at begynde at starte med konfigurerbare skærme i superoffice 10. Og som du ved, vi har just lagt superoffice 10, det er en latis versi. Det giver mere tegninger og fejrer, for at hjælpe dig til at customere din serien og bygge stort kastemålige relationer. Nu vil vi tage en kort sejr, before we jump in and show you how to get started with configurable screens. And the first one is advanced dashboards. And this feature helps you to make smarter, fact based business decisions by creating customizable charts that use a variety of CRM data. And then we have configurable screens and this is what we will focus on today. We also have superoffice AI, which is a brand new functionality that helps you save time and reduce manual work by automating various business processes. And you don't need extensive knowledge of AI technology to use it. Then we have request handling in mobile CRM and this feature helps you handle your customer service request directly on your mobile device when you're on the go. And then we have data bridge, where you can exchange information between cloud solutions seamlessly by setting up automatic data transfers that save time, remove manual work and ensure data quality. We also done some improvements to our webforms. You can now choose even more fields. You can benefit from an improved visual design on rating buttons. You can present your field in two columns. You can also use sections or multiple pages. And you can enjoy new ways to publish your webforms. And available first in pilot. It's a new seamless integration with Microsoft SharePoint. And this feature will be generally available to all cloud customers later via the superoffice app store. Another upcoming feature is sales targets, where you can get a good overview of your important KPIs and set targets such as activity level, sales, average deal size, so that you can proactively improve your sales efforts. We'll use a short intro to the new features and improvements to the existing ones in Superforce 10. And now let's talk about why you should configure your screens. Different companies and different teams have different information needs and process support needs. And we know that information that's ideal for one group can be simply a noise to another group. So instead of compromises that doesn't please anyone, a much better solution is to customize screens that are optimal for each user group. Today, there are some options for customizations in Superforce CRM, but these have some limitations within the out-of-the-box settings. For example, there are limited user defined fields available to be placed on the first screen. And if you want to add more fields or change layout, this often requires consultancy effort with the use of extra tables, custom screens, macros and CRM scripting. And in Superforce 10, we've introduced a new way to configure the layout of your main screens with the help of the new screen designer. No scripts or coding is required. And you save time and give focus on the information that's important specifically for you. And the new screen designer lets you configure the layout of the company and compact screens to fit your information needs and workflows better. For example, you can create different layouts to match the needs of different teams and user groups in your company. And with configurable screens, you can get more options to configure your CRM solution to fit your specific needs. For example, you can add new fields, position fields where you want, hide the fields that you never use, make important custom fields easier to access. You can use different screen layouts for different user groups, and reduce information noise to help users to find information easily and stay focused on what matters most. Now let's dive in and take a look at how it works. All companies and organizations have their own requirements for the information they need to see and register. And this could be for customers, sales, projects, contracts, and so on. And as an administrator, you had and still have the possibility to add your own fields in settings and maintenance. But as I mentioned, in earlier versions of SupervisRM, you had limited possibilities to define what you see and what you don't see on your main screens. And if we take a look at the company card, you could only feature three fields on the first page out of the box. And all user-defined fields, including the three selected to be displayed on the first page, are also available in the More tab, as you can see here. Now let's take a look at how we can add new user-defined fields, and especially those of you who are not familiar with this feature. And similarly as before, this is the only way to configure custom fields, and it is still a very important feature when we're customizing views to specific users and user groups. Let's go to Settings and Maintenance and open the Fields screen. And here we have different tabs we can add fields to. We have Company, Contact, Project, Sale, Followup or Document. Now let's click the Add button and type a name into the Name field. In this case we can make a field for a discount. And in the Type List box you can select the type of field you wish to add, for example a number, a text, or a date. And in the Default Value field you can enter the value to be inserted by default. In the Tooltip field you can type in a brief description to pop up when the mouse pointer is held over the field. And this can be a description with information for the users who will use this field. And the Prog ID field contains a default ID. And this can be overridden by our partners for better connection with partner applications. And instead of changing their code they can write in a more logical name or a specific ID for user-defined fields. You can also check mandatory if you want it to be mandatory to fill in this field. You can check Read Only if you do not want it to be possible to amend the field. Or you can check Index if you want it to be possible to search by this field. And a little tip here you will see the template variable name followed by a code. And this is the ID of the field you are creating and can be used to reuse the information you enter in this field. For example in Documents and Emails. So when you're done you can click Save and a new field will be displayed in the fields list and in this preview. And as you can see we cannot adjust the position here only sort the ranking with these arrows. And before there used to be more options here. And this is because we're adding fields to the company card. You will get the same options when we're working with the contact card. And a new screen designer comes on top of your current ability to create your own user defined fields on these two cards. And it's with this feature that you now design the layout of your main screens to fit the needs of different users. If I go to another card for example the sale card you will see more options in the same view. And this is how we use to customize the layout of fields on all cards before we introduced the screen designer. And here we can place the field in a pixel grid. And if I open the settings we can also see more options for positioning and label alignment. And trust me when I tell you that it's much easier to work with the new screen designer. But we will come to that later. In addition here we'll see the possibility to add page 1 fields per user group and define up to 3 fields to be displayed on the first page of the selected screen. There are some features that will be removed once you activate the screen designer and publish your main screens on the company and contact card. And this procedure is the same for those who add extra fields in supervised service. You still create custom fields in admin under system design and in the screen designer you change the visual layout. Let's check it out. You will find a new screen designer in the navigator to the left hand side. Here you can configure the layout of your main company and contact screens and define what needs to be viewed by different groups of users. And your sales team, support team and management team do not necessarily have the same focus and requirements concerning the data they need to access most frequently in supervised. And when there are different needs the best solution is to create custom screens for each team. And currently you can create layouts for the company and contact cards as seen on the top of the screen. And the layouts list displays any existing screen layouts with a preview screen on the right. And in this case we only have one and that's the default layout. And the layouts are marked with status if it's published or draft and design user groups. And now let's take a look at how we can edit and use the different functionality of the screen designer. We can click edit layout. On the left hand side you will find a menu. Here we have fields or you can drag fields from the list to the layout. You have elements where you can drag various elements such as labels, dividers links and buttons to the layout. So if we click a field or an element we can edit the relevant settings. And now we have columns where you can select how many columns you want to display in a tab. First let's add some new fields. And in this field section you can find all available data fields for the selected screen layout. So you can use the filter function to find specific fields. And these also include your custom fields like the one we just made. So we can drag the field from the list to a stapled area in the selected tab. And to make sure a field is always visible no matter which tab is selected we can also place it in the header or footer. We can also move the fields by clicking to the left of the field label and dragging it to a new position. And you can also move a field to another tab. So you can drag it to the tab header to open the tab and then you can place it here. And you can also edit fields formatting and other settings by clicking the field. And then we see the available settings here to the left. And this also may vary according to the selected object. Next let's add another field. You can add temporary fields if you're focusing on a campaign for example. So we can add a single interest. And to delete the fields you need to hold the mouse pointer over a field. And then click. And please note that mandatory fields cannot be deleted. And also some tabs such as ERP and note cannot be edited since they perform specific functions. And in the element section you can add various non-data elements such as labels, dividers, links and buttons. And labels can be used to create headings for specific groups of fields or column. So you can click and drag the label element to the layout. Then click the label. And here you can add a new label. You can also add the label in other languages by clicking this icon. And you can change the font formatting. You can use dividers to create sections within columns. And this is particularly useful for grouping various types of information. So you can click and drag the divider element to the layout. Then click the divider. And then again the settings will open. And here you can change the spacer type. Dotted. Line. Or black. You can also add links to lookup information in other websites. Allow users to run CRAM scripts from the company and contact card. Or add navigation to other parts of zip profits using SO protocol. And you can also use buttons to add links. So let's click and drag the link element to the layout. And here we're going to replace the text. And in the action list you can choose to perform when clicking the button. Open website. You can add a link to a website. You can select this option to add a CRAM script to run specific actions in SO profits. Like for example create a request. Or send an email. And then we have shortcut SO protocol. So you select this option to add a shortcut to other screens and records in SO profits. Now let's add a link to LinkedIn. And the tip here is that you can use template variables in the links. So we'll include a template variable for the company name. In the mode list choose if the link should always be available or it should only be available in read or edit mode. And if you choose the link to get data from another system and update the company card you need to use that script in edit mode. If not you won't be able to save. And if you choose to look up a website for example you can use always mode. And buttons work similarly to links. The only difference is that you can add a style to the button. And let's take a look at this option again when we create a new layout. And then we have columns. And by default a tab in Supervisarium has two columns. But you can use anything from one to four columns depending on your needs. And some customers have almost 100 fields. So then it's a good idea to separate them into more columns to organize them. And to be able to view and sort more data. And please note that changing from two to four columns to one column will move all fields into one column. And you will get this warning. Using four columns may affect visibility of some fields. So you may consider to hide some of the labels. And if a user does not have the screen size to fit all columns they will be stacked on top of each other. And if you want to split fields further you can add them to a new tab. So to add a new tab you can click add up in the corner. And under tab tile you can add a new tab name and select the number of columns you want to use in the new tab. And please note that you cannot rename any of the default tabs. Or remove a tab that contains mandatory fields. These fields must be moved to another tab first. And if there's only one tab left you cannot delete it. Now we can start to add or move fields to this tab. And this way you'll have all important details on the customer's agreements and subscriptions stored in one place. If you want to remove a tab you can select it and click task and remove the tab. And if you need to revert to an earlier version of the screen you can also reset to factory settings. And this option discard all changes and resets the screen layout to the standard layout delivered by superfaces. You can also choose to discard draft and this will discard all changes and resets to the published version of the screen layout. And when you have finished designing you can either save to draft so you can click this button if the layout is not finished yet and if you want to discuss the customizations with your colleagues before publishing. You can also save and publish and then you will publish the layout to the selected user groups or you can click cancel and then you will discard all changes and if you click preview published version you will see what your users are seeing in the solution right now or you can choose to preview of the unpublished draft that you're working on and the exact same principles applied to the contact card so you can choose it from the top menu and make the same changes as I've just shown you. The only difference is the fields available that are specific to a contact and such fields as academic title, preferred language and other service fields are now shown by default but they can easily be changed or removed with the new screen designer. Now let's start with a new layout and this time I'll show you a few different examples of customizing the screen layout for a specific user group and with custom screen layouts for each of your teams finding customer data will be easier than ever. The most relevant data will always be available and visible so you can remove, move or hide irrelevant or less important data to unclutter the company and contact cards. The result will be a cleaner and tidier screen for your teams to work with and in this case we will customize the screen for the customer service team so to create a new screen layout you can click add under layouts and from here we can select the layout in the create new based on list and the new layout will then be based on the selected layout enter a name for the new layout and then click used by field and select the user groups that will use this new layout let's choose services enter a description and click ok and it has status draft meaning it's not yet visible to any users and if you later on want to edit the layout settings you can double click the layout in the list to open edit layout settings dialog and please note that you cannot edit the settings for the default layout and to delete a layout you need to select the layout in this list and click delete and user groups that have been assigned to a deleted layout will go back to the default layout and with the new layout selected we can now click edit layout now let's move some customer information that's more important for the service team onto the first page you can hide fields that are less important and don't worry when you remove fields you're not removing them entirely from the database only from this layout view and you can add them back anytime and now the first page is ready we can also add a new tab specific for the team let's call it service and then select fields from the lists you can divide certain fields so that it's easier to read and find information and we can add headers then press save and publish we can also add a button to the contact card select contact in the top menu add a similar layout like we did with the company card edit layout then press elements and from here we can add a button let's add a link that automatically creates a new request then we select open website and add a link and this link opens a new request with the template variable for the contact and then select open in a new tab and then we select the mode and set the style and here we can choose how the button looks based on the predefined button colors in suit profiles then again we press save and publish and the preview of draft disappears and the status is set to published and the users are not affected right away they need to log in again or refresh to see the changes now let's take a look at the changes we have made so we go back to superfacere and we select the company card and the user I'm logged in with here is part of the sales user group and can only see the changes we made to the default layout so here we can see the campaign field the changes we made on the more tab and the new agreement tab and on the first tab again you can also see the link to look up the company on LinkedIn now let's go back to settings and maintenance and switch user groups so we go to users and we set the primary to services log back into superfacere and now we can see the new layout for the service team and the new fields on the first page and the service tab and the tab will help the team access information just relevant to them and this will reduce the time your user spend searching for information and make them more efficient in their daily tasks now let's try the new request button select the contact and here you see the new button click it and it will automatically open a new tab with the new request and with the correct contact connected to the ticket and as you can see there are so many possibilities with configurable screens and after this walkthrough I hope you're ready to start deciding too so let's go over some details and learn how you can get started after the upgrade to superfac 10 there are some changes for you to note following the release of configurable screens you'll discover that the more tab on your main company and contact screens will display the user defined fields and any extra fields from service in the ranking order and many of you have a lot of fields in your more tab already so here's what you need to know after you get access the sorting and placing of your user defined fields will change and automatically present itself into two columns in the more tab of your serum solution and if you want to revert back to how the layout used to be we suggest that you document today's layout and the easiest way is to simply take a picture of the more tab and if you're not happy with the auto-generated layout you need the new screen designer to adjust it otherwise you will need to rearrange by sorting the user defined fields like we showed you in the demo when creating new custom fields but this is also a great opportunity to clean up this area delete fields that are being used add labels add new tabs and sort your fields to get a better clear overview and now to the question on how to get started and this feature is only available in Superfist 10 and we started the roller process for our online customers who have no or few user defined fields in late October and we will end with those with the most fields in mid-November and every administrator or technical contact has already gotten more detailed information around this by email and version 10 is available for on-site customers in November as well so please get in touch with your Superfist representative to plan and book a date with the consultant to update to the latest version if you have not done so already and to access the configurable screens feature you also need a license called developer tools and previously known as experimental services the developer tools subscription now gives you the configurable screen functionality it also provides access to such tools as macros scripting expander tools for service and a development sandbox environment as well as the ability to add custom apps to your solution if you do not already subscribed to developer tools your company having granted free access to the new screen designer for a limited time to allow you to make changes to the layout of your more tab after the upgrade and the new screen designer is available up until December 31st this year and after this date to access this feature you will need to subscribe to developer tools to be able to configure and customize your Superfist RM solution and changes made when using the developer tools free trial within this period stays the same after developer tools is removed and as always your Superfist representative or partner er glad and happy to provide you with more information about developer tools and to help you order the required license to sum up with configurable screens you can create a personalized view for different teams in the organization and this will help your users to work more effectively you can give users what they need by having the most necessary information at their fingertips your users will save time and focus on what matters most and because you spend less time searching and managing related information you will be able to create a better customer experience for your customers and to help you get started we have prepared some additional resources for you first of all you can always view this presentation again or share it with your colleagues and the webcast will be uploaded on our youtube channel and website you can also check out the new section on community there you will find an article with more information which will link to how to guides and if they use in addition our CRM consultants will be happy to help you with configuration workshops design implementation training and much more and use Superfist sales contact or partner we will be able to answer any additional questions you might have and to help you obtain access to the developer tools on a permanent basis now that's all we have for now thank you for following along and we hope you will use the free access to explore the screen designer feature and use it to modify your screens I wish you all a super day Tak så net for den fine webinar Jeg håber det var brugbart for jer en kort opsemering af hvad hun gik igennem så har du selvfølgelig ud om nyhederne i super office 10 og hvorfor gør bro at konfiguree her bare skærme der er jo lidt om før hovedkortet og mere siddelfelter og overgang til den nye broerflade skærmesigneren og så selvfølgelig hvordan man tilføjer nye felter og nye layouts i forhold til hvad der normalt er links så er det en skrappet version i dag jeg har fundet en artikel fra McKinsey som snakker en hel del om hvordan man kan kapitalisere på det data man har i sin CRM-system og i den grad også med til at starte nogle tanker hvadfor noget data der kan være relevant at have både i forhold til at hente nyt sands men også i forhold til at leverere en bedre service og skabe mere sands vi har sammensat en lille skærmesigner workshop på en atlas vejhed i forhold til i forhold til at få noget træning på hvordan man sætter det her op vi sender jo de her webinar til at efterfylde dig at det er en god måde at sæde og klikke i gæppen så man kan få prøvet funktionaliteten af men hvis man har behov for en kontinent der kommer og sidder med hvor man også kan få lov at sætte en spørgsmål så har vi lavet en standard workshop til det her hvis der er nogen der gerne kontaktes vedrørende den allerede nu så skæbt til Gitte i Tjern så tager vi fat i at efterfylde dig og så er I selvfølgelig også velkommen til at smide en mail til mig på KasperMsnappelag superoffice.com som sagt for løj med menelbakken, presentationen her den bliver set til at give et link i den optaget version og hvis I har feedback eller det kan jeg sådan set også være hvis I har nogen ønskere eller et eller andet til hvad I godt kunne tænke jer der blev holdt en webinar om, det lytter jeg altså også til så er I også velkommen til at sende det igen i mail KasperMsnappelag superoffice.dk Det var alt for i dag og vi stopper optagelsen her