The Archive Providers in SuperOffice 10 have been completely rewritten and have a number of cool new features.
What is an Archive Provider, I hear you say. An Archive Provider is used all over SuperOffice Sales and Marketing, anywhere where a list of records is shown. Some of these new features are detailed below:
The SuperOffice Archive Providers Configuration Button
Any user who has access to SuperOffice 10, can select the cog on the top right of any Archive Provider and access the Archive Provider’s settings.
Here, in addition to choosing the columns you wish to view, you can access the new column grouping and column filtering features.
If you enable the filter, you will see a filter icon on most columns.
The filter available will changed based on the column type selected.
Apply the required filters to easily locate the records you need.
With grouping enabled, you will see a new drag and drop box at the top of the grid. Here you can add the fields you wish to group by.
Simply drag the field you wish to group by onto the grouping box. Once grouped, you can expand or collapse the groups as required.
If you want to add another level of grouping, just add the column to the grouping box.
Remember this can be performed on any SuperOffice Archive Provider, for example your Contacts, Sales or Requests tabs, and it can really speed up the locating of records in your SuperOffice system.
Custom SuperOffice Archive Providers
If you have the Developer Tools license, you can make use of SuperOffice 10’s new Screen Designer and Custom SuperOffice Archive Provider. The Screen Designed allows you to completely redesign a number of the SuperOffice screens, giving you the ability to add or remove* any available field, standard or user defined, to or from the SuperOffice screen. It also allows you to move fields between any new and existing tabs on the screen, providing you with efficiently organised SuperOffice screens. You can also finally remove that Fax number field you haven’t used for years.
Further information on the screen designed will be available in another article.
* If field is a mandatory field and it is removed from the screen, then the field needs to have a default value. If the field is mandatory and does not support default values, then you will not be able to save the record if the field is not included on the screen.
The Custom SuperOffice Archive Provider allows you to create new filtered Archive tabs in SuperOffice. For example, maybe you have a Contact Interest of “Key Contact”, and you a dedicated tab to only show contacts that have the Key Contact interest selected.
Standard Contacts Tab
Key Contacts Tab
Or maybe you just want to see all of your quotation documents in one tab.
By creating these custom archives, you can locate the information you need in a much more efficient manner.
To create a new custom archive, open the Admin client and select “Screen designer”. From here choose the screen you wish to edit, and select the “Archives” tab.
You can either edit the default layout, by selecting the “Default layout” followed by clicking the “Edit layout” button. Or you can add a new layout, which can be assigned to one of more user groups, meaning that different areas of the business can have different custom archives. This is also the case for the screen designer as well.
To add a new custom archive, select the “Add” button, give the archive a name, and, if you wish, a description. Choose which user groups to assign to the screen. Once saved select your new layout and click the “Edit layout” button. Note that when the archive is created it is created in Draft mode, meaning no end users will see the new archive.
To add a new custom archive, select the “Add” button on the tab strip, and give the tab a name, and if you wish, a description.
Next select the “Settings” option, and choose which record to base the custom archive on.
Then as you would in any selection, add your criteria.
Finally click the “Save + Publish” if you want the changes to be visible in SuperOffice, or click “Save draft”, is you wish to publish the changes later.
To publish a saved draft, click the “Edit layout” button and click “Save + Publish”. To discard a saved draft, click the “Edit layout” button and click “Discard draft”.
The changes made to the SuperOffice Archive Providers, is one of a number of reasons to upgrade to SuperOffice 10, and if you are already using SuperOffice 10, then this is definitely something you should take a look at.