Macros and scripts
In the Macros and scripts tab on CRMScript you will find a list of the scripts and macros in the system, grouped in folders. Click a script or macro in the list to view, edit or run it.
Macros are the user-friendly version of scripts: You do not need extensive knowledge about scripting or CRMScript to create macros.
With macros, you can customize and automate actions inside SuperOffice. It comes with an easy to use wizard that will help you setup your macro.
Macros have multiple functions in SuperOffice. They can be linked to specific triggers in the system (such as escalations or new message on request in SuperOffice) or be assigned to buttons in defined screens, so that users can click a button to perform a set of actions that are often repeated. This makes request management faster and users avoid unnecessary clicking.
For example, you can use macros:
- As a task/function in a menu point (such as in Task in the Request screen)
- When a request is escalated via the warning levels for priority
- As a planned task
- When they are activated by an email filter
- When a recipient clicks a tracked link in a mailing
What is the difference between a script and a macro?
A macro is a set of predefined actions executed in a specific order, and require no programming skills to set up.
A script is a small program written to perform specific tasks, and requires programming skills to set up.