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Video Tutorials - let me know what do you think

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  • #16
    Hello Guys,
    i have new video for you: How to enable internal notes in EspoCRM
    Link: https://youtu.be/q-ULWvK98sY


    In this tutorial we’ll walk you through:
    - What are internal notes in EspoCRM
    - How to enable interal notes in other entities

    Comment


    • #17
      Hello Guys,
      there is new video: How to backup EspoCRM through SSH
      Link: https://youtu.be/uOTVkHHgxBU

      In this tutorial we’ll walk you through:
      - How to find backup script in official documentation
      - How to download backup script to your server
      - How to start backup process
      - How to check if backup exist

      Comment


      • #18
        Great job!

        Comment


        • emillod
          emillod commented
          Editing a comment
          Thank you very much

      • #19
        Do you have tutorials about workflow extensions

        Comment


        • #20
          timarebel i already respond to your comment:
          Hello Guys, as a contribution to the community, I decided to shoot one video each day that shows how EspoCRM can be managed. Most of the videos show the simplest operations such as how to create entity, how to add a new field, etc. There will also be occasional tutorials for slightly more advanced users. If you have any ideas

          Comment


          • #21
            Hello Guys!
            We have new video for you: How to add custom currency to your EspoCRM
            Link: https://youtu.be/sH-6j0D-QZo

            In this tutorial we’ll walk you through:
            - How to add new currency field in EspoCRM
            - How to add new currency to EspoCRM

            Enjoy

            Comment


            • #22
              This is excellent. Thanks a lot for your effot.

              I Think that yuri or someone inside espoCRM should help all this initiatives.

              Mybe adding a frame for people could leave videos, tips, etc on an structured way

              Comment


              • #23
                esendino thanks for your comment. I have ideas for next two-three weeks. We'll see what happen then
                If you have any ideas, let me know

                Comment


                • #24
                  Hello Guys
                  New video: How to check all email addresses and phone numbers in EspoCRM
                  Link: https://youtu.be/NWR13DIRUqc


                  In this tutorial we’ll walk you through:
                  - How to create test Account record in EspoCRM
                  - How to check all email addresses in EspoCRM
                  - How to check all phone numbers in EspoCRM
                  - How to check all orphan emails in EspoCRM

                  Comment


                  • #25
                    Hello Guys,
                    new video for more advanced users: How to use custom domain to portal in EspoCRM
                    Link: https://youtu.be/wQp9XRf3nk8


                    In this tutorial we’ll walk you through:
                    - How to create Portal in EspoCRM
                    - How to configure vHost in CentOS 7 & Apache
                    - How to adjust .htaccess file
                    - How to check if a new domain works

                    Comment


                    • #26
                      Hello Guys,
                      new video: How to fetch information through API from EspoCRM
                      Link: https://youtu.be/j6NZ41Uj7R8

                      In this tutorial we’ll walk you through:
                      - How to create API user in EspoCRM
                      - How to check API user permissions in EspoCRM
                      - How to assign role to API user in EspoCRM
                      - How to check API endpoint in EspoCRM
                      - How to list records in API client
                      - How to check details of specific record in API client
                      - How to create simple bootstrap page in PHP
                      - How to create table with records from EspoCRM
                      - How to show details of record from EspoCRM

                      Comment


                      • #27
                        Hello Guys,
                        for today we prepared simple video: How to create Text Area field in EspoCRM
                        Link: https://youtu.be/P8Cy31AMshs

                        In this tutorial we’ll walk you through:
                        - How to add Text Area field in EspoCRM
                        - How to add new field to layout

                        Comment


                        • #28
                          Hello Guys,
                          there is new video on our yt: How to create Global Filters in EspoCRM
                          Video: https://youtu.be/Zigf7JvzMfA

                          In this tutorial we’ll walk you through:
                          - How to create new filter in clientDefs
                          - How to set default filter for entity in EspoCRM
                          - How to set conditions for filter
                          - How to create translation for filter

                          Comment


                          • emillod
                            emillod commented
                            Editing a comment
                            espcrm i use Visual Studio Code for coding, WinSCP for connecting with SSH/FTP and Windows Terminal from MS Store for terminal usage

                          • Zosh
                            Zosh commented
                            Editing a comment
                            So is this the only way to add more filters in EspoCRM? Why can't my sales reps just create filters for any fields available in whichever entity they're in?

                          • emillod
                            emillod commented
                            Editing a comment
                            Zosh thanks to this method you can create GLOBAL filters which will be available for all users. If any user want, he can create his own filter in any entity by using search fields, BUT it'll be available only for him.

                        • #29
                          Hello Guys,
                          we published new video: How to register Paypal Webhook in EspoCRM
                          Link: https://youtu.be/B9j_n_ZUVXA


                          In this tutorial we’ll walk you through:
                          - How to create Paypal Webhook
                          - How to register webhook in Paypal
                          - How to check history of Paypal Webhook

                          Link to Paypal extension page: https://devcrm.it/paypal
                          Link to official documentation of Paypal extension: https://docs.dubas.pro/extensions/paypal/webhooks/

                          Comment


                          • #30
                            Hello Guys,
                            there is new video: How to manage Extensions through GUI and SSH in EspoCRM
                            Link: https://youtu.be/j1q_zWpJKXE

                            In this tutorial we’ll walk you through:
                            - How to install extension through SSH
                            - How to uninstall extension through web gui
                            - How to install extension through web gui
                            - How to uninstall extension through SSH

                            Comment

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