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  • #31
    Hello Guys,
    we published new video: How to add more fields to Team entity in EspoCRM
    Link to video: https://youtu.be/uOTj96OJ8f0

    In this tutorial we’ll walk you through:
    - How to create new team in EspoCRM
    - How to create new field in team entity
    - How to add field to teams layout in EspoCRM

    Comment


    • #32
      Hello Guys
      we have new video for you: How to use global search in EspoCRM
      Link to video: https://youtu.be/b8G-b8vc9dk

      In this tutorial we’ll walk you through:
      - How to add entity to global search in EspoCRM?
      - How to specify which fields will be searched?
      - How to add contains operator in EspoCRM?

      Comment


      • #33
        Hello Guys!
        I have new video for you: How to create Lead Capture form in EspoCRM
        Link to video: https://youtu.be/Fe2V5-mry8g

        In this tutorial we’ll walk you through:
        - How to create Lead Capture API endpoint?
        - How to create form in bootstrap?
        - How duplicate check works?
        - How to add more fields to form?

        Enjoy!

        Comment


        • #34
          Hello Guys,
          we have new video for you: How to share FAQ articles with your customers in EspoCRM
          Link to video: https://youtu.be/h3hPShRU1NA

          In this tutorial we’ll walk you through:
          - How to adjust Portal Role in EspoCRM
          - How to add Knowledge Base dashlet to Portal in EspoCRM
          - How to create Knowledge Base Article for Portal in EspoCRM
          - How to add Knowledge Base entity to Portal sidebar in EspoCRM

          Comment


          • #35
            Hello Guys,
            there is new video: How to use Webhooks in EspoCRM
            Link to video: https://youtu.be/7StgvPNtLmE

            In this tutorial we’ll walk you through:
            - How to create webhook endpoint for test purposes
            - How to create webhook which will trigger after you change task
            - How to create webhook which will trigger after your create new task

            Comment


            • #36
              Hello Guys,
              there is new video on our yt channel: How to use Paypal Invoices in EspoCRM
              Link to video: https://youtu.be/PncFeB30ofg

              In this tutorial we’ll walk you through:
              - How to create Paypal Invoice in EspoCRM
              - How to register Paypal Invoice
              - How to review Paypal Invoice

              Comment


              • #37
                Hello Guys,
                today i have for you short video(it's friday, so no one has time for long movies ): How to check system requirements in EspoCRM
                Link to video: https://youtu.be/UtVB0EkBwEU

                In this tutorial we’ll walk you through:
                - How to check if your server meet system requirements of EspoCRM
                - How to check commands which will set propper permissions

                Comment


                • #38
                  Hello Guys
                  simple video which shows How to register Paypal Product in EspoCRM.
                  We're working on documentation to our extensions, so sometimes we'll also add here videos which shows how our extensions works. Thanks to that we'll build great documentation with video tutorials
                  Link to video: https://youtu.be/ePxp5HEtviw

                  In this tutorial we’ll walk you through:
                  - How to create Paypal Product in EspoCRM
                  - How to register Paypal Product
                  - How to check webhook for Paypal Product

                  Comment


                  • #39
                    Hello Guys!
                    we have new video for you: How to add EspoCRM to crontab on linux machine?
                    Link to video: https://youtu.be/OmLW1Dwwa3Y

                    In this tutorial we’ll walk you through:
                    - How to check crontab command in EspoCRM?
                    - How to add EspoCRM to crontab on linux machine?

                    Comment


                    • #40
                      Hello Guys
                      we have new video: How to use Short Url Extension in EspoCRM
                      Link to video: https://youtu.be/L167G2n-y5I

                      In this tutorial we’ll walk you through:
                      - How to create Short Url
                      - How to check amount of clicks
                      - How to setup expiration date

                      Comment


                      • #41
                        Hello Guys,
                        we have new video: How to check calendar of specific user in EspoCRM
                        Link to video: https://youtu.be/1HgrUUgVl-8

                        In this tutorial we’ll walk you through:
                        - How to check calendar of specific user?
                        - How to create event for user in his calendar?
                        - How to check different views?

                        Comment


                        • esforim
                          esforim commented
                          Editing a comment
                          Cool, didn't know we can do this. Any way to have a "group" calendar?

                        • emillod
                          emillod commented
                          Editing a comment
                          Yes, it's doable. It's not perfect, but you can create something like this. I'll record video about this There is something like shared view.

                      • #42
                        Hello Guys,
                        we have new video for you: How to secure EspoCRM?
                        Link to video: https://youtu.be/ei6_AKcMT2Y

                        Related videos:
                        How to upgrade EspoCRM?
                        How to create backups of EspoCRM?

                        In this tutorial we’ll walk you through:
                        - How to check security options in your EspoCRM?
                        - How to setup LDAP server as authentication method?
                        - How to define token lifetime?
                        - How to allow only one session per user?
                        - How to define max idle time for token?
                        - How to enable 2FA?
                        - How to force 2FA on regular users?
                        - How to define length of generated passwords?
                        - How to define minimum password length?
                        - How to define amount of letters in password?
                        - How to require upper and lower case in password?
                        - How to define minimum amount of digits in password?
                        - How to disable password recovery?
                        - How to disable password recovery for admin users?
                        - How to prevent email address exposure on password recovery form?
                        - How to allow password recovery only for portal users, not internal?
                        - How to allow for access to your EspoCRM only from trusted ip's?

                        Comment


                        • #43
                          Hello Guys,
                          we have new video for you: How to setup 2-Factor Authentication (2FA) in EspoCRM
                          Link to video: https://youtu.be/WTL0396vAyQ

                          In this tutorial we’ll walk you through:
                          - How to setup 2FA for any user in EspoCRM?
                          - How to check if 2FA works on your account?

                          Comment


                          • #44
                            Hello Guys
                            new video: How to disable 2-Factor Authentication(2FA) in EspoCRM
                            Link to video: https://youtu.be/iySzTjkUHQw

                            In this tutorial we’ll walk you through:
                            - How to disable 2FA in user preferences?
                            - How to disable 2FA without access to EspoCRM?

                            Comment


                            • #45
                              Hello Guys
                              we have new video: How to register Integromat and create connection with EspoCRM
                              Link to video: https://youtu.be/tqShnL6DohE

                              In this tutorial we’ll walk you through:
                              - How to register account in Integromat?
                              - How to create new scenario in Integromat with EspoCRM?
                              - How to create connection with EspoCRM?
                              - How to create case through Integromat in EspoCRM?
                              - How to test scenario in Integromat?

                              Comment


                              • esendino
                                esendino commented
                                Editing a comment
                                Can you make a video on how to use the Integromat module "Make an API call" for a espoCRM custom entity?
                            Working...
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