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With the SuperOffice for Trello app users can add SuperOffice information from different entities (company, contact, project and sale) quickly to the Trello cards.
How to
Before you can use it from within Trello, your SuperOffice Administrator needs to allow the Power-Up to get access to your SuperOffice CRM installation.
Add the Power-Up
Start by opening your Trello main page.
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In the right-side menu, click Add Power-Up.
In the category menu, select Custom.
Add your Search for the SuperOffice for Trello Power-Up.
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Add the SuperOffice Power-Up .
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Close the dialog where you see that the by using the Add button. A dialog is shown that sums up the access that the Power-Up will get.
Click the Add button again. The Power-Up is added. You’ll be back in your board again.
In the right side menu you now see the SuperOffice Power-Up added.
In one of the lists that are shown (To Do, Doing, Done), add a card by just giving that card a name. Once you have done that, open the card.
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You can now add text to the card description field.
now added.
You may close the Power-Ups dialog.
Sign on to SuperOffice CRM
Now it’s time to let the Power-Up how to access your SuperOffice CRM.
Click the SuperOffice for Trello Power-Up to view the options.
Select Authorize Account and then the green button ‘Authorize’. A SuperOffice login dialog is shown.
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Log on to SuperOffice CRM with your credentials. The dialog will close if the log on succeeded.
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If you are not sure if the log on succeeded, you can check the status by a click on the SuperOffice for Trello Power-Up again. If it does show an option Remove personal settings, then you are logged on. |
Add details from SuperOffice CRM to your card
Open one of the cards in any of your lists on the board. Or create a new card in any of your lists.
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To add one of the SuperOffice entities click on the SuperOffice Power-Up on the right side.
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Search for one of the companies and select the correct company from the results.
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See that the The main details for that company are now added to the card.
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The same applies to contacts, sales and projects.