Vainu OneView: 360° company info view on prospects and customers.
OneView iframe solution enables customer data to be displayed in Superoffice.
Vainu OneView solution
- makes Vainu’s company profile data available to everyone who is working with customers and need detailed company information on a daily basis, i.e., salespeople, people working in customer service as well as account managers and people working in customer success.
- brings ease in preparing to customer meetings and creating customer understanding.
Vainu’s company card can be embedded to SuperOffice by adding an IFRAME element to a view.
Follow these steps:
- Open Settings and Maintenance from the top right dropdown menu.
- Open GUI - Web panel from Lists and press Add (+) to add Vainu OneView solution.
3. Enter Vainu OneView information to form and Save.
The IFRAME src property needs to be modified dynamically by adding the business ID and country code to the URL as parameters.
Adding country code dynamically to OneView URL or making multiple OneView windows in SuperOffice
The OneView URL query needs to have a country specific code in front of the business ID to work properly.
1. If your SuperOffice already has the two letter country code available you can include it in the query using the following example
2. If your SuperOffice does not have the two letter country code available you need to create OneView for each country in your CRM system and name them accordingly so that for example all companies from Denmark will receive the DK prefix before their business ID.
3. If you are experienced SuperOffice user with technical knowledge you can generate a script that will transform country field information into the two letter country codes and then use this to create the country prefixes automatically to the OneView URL or use the script to generate two letter country code field to SuperOffice automatically.
Read more general information about Vainu OneView from the link below.
Should you need more information on Vainu's OneView solution, chat with us or email at email@example.com and we're happy to help you out!