Best Practices

smaction

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Join Date: Apr 2018

Posts: 68
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#1

Best Practices

04-13-2018, 06:12 PM

We are planning on adapting EspoCRM to use in our outbound call center. I know this will entail a lot of customization. What are the best practices so that we can still get upgrades to EspoCRM without having our own programming over written?

TIA
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tanya

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Join Date: Jun 2014

Posts: 4308
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#2

04-16-2018, 07:38 AM

Hello,
try to do all customization in own module or in custom folder

Customization: How to create custom entity

https://www.espocrm.com/blog/how-to-create-custom-entity/

Note: It's possible to create custom entity through Admin UI. This article is outdated. I'm going to show you how to create new entities in EspoCRM manually. We will make new simple module called PM (Project Management) with Projects and Tasks entities.

Custom views - EspoCRM Documentation

https://www.espocrm.com/documentation/development/custom-views/
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