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  • #76
    Hello Guys,
    we have new video for more advanced users: How to use WebSocket in EspoCRM
    Link to video: https://youtu.be/BAuDsR0xMNk

    Websocket let you to see changes on your screen without refreshing page. Very usefull!

    In this tutorial we’ll walk you through:
    - What features will websocket provide you in EspoCRM?
    - How to create service for websocket?
    - How to enable and start websocket service?
    - How to enable websocket if you have SSL?
    - How to turn on websocket in EspoCRM?
    - How to test websocket in EspoCRM?

    Comment


    • #77
      Hello Guys!
      We have new video for you: How to create new calendar entity in EspoCRM
      Link to video: https://youtu.be/fCUBTMKGZ2Q

      In this tutorial we’ll walk you through:
      - Introduction
      - How to create new Event entity
      - How to enable entity in calendar
      - How to add entity to menu

      Comment


      • #78
        Hello Guys,
        we have new video for you: How to create PDF Template in EspoCRM
        Link to video: https://youtu.be/FrgqkwxZpiI

        In this tutorial we’ll walk you through:
        - How to create new template
        - How to use placeholders
        - How to test PDF Template

        Comment


        • #79
          Hello Guys,
          we have new video: How to configure Group Email in EspoCRM
          Link to video: https://youtu.be/p3-DYvc5ah0

          Comment


          • #80
            Hello Guys,
            we have new video for you: How to create cases from email messages
            Link to video: https://youtu.be/YIJAm0pGMyY

            Comment


            • #81
              Hello Guys,
              we have new video for you: How to start using formulas in EspoCRM
              Link to video: https://youtu.be/oI_iMqP9oVY

              In this tutorial we’ll walk you through:
              - How to copy content of another field with formula?
              - How to set value of field with static text?
              - How to set value of field with variable thanks to formula?
              - How to use system formulas?

              Comment


              • #82
                Hello Guys,
                we have new video for you: How to send email notification about invoice in EspoCRM
                Link to video: https://youtu.be/YcxypO5gNEM

                In this tutorial we’ll walk you through:
                - How to create new flowchart
                - How to setup email notifications
                - How to define trigger for flowchart
                - How to link trigger to action

                Comment


                • #83
                  Hello Guys,
                  we have new video for you: How install Light theme in EspoCRM
                  Link to video: https://youtu.be/9sygQWWCZ5I

                  In this tutorial we’ll walk you through:
                  - How to install Light theme
                  - How to setup default theme

                  Comment


                  • #84
                    Hello Guys,
                    we have new video for you: How to setup additional validation rules for fields in EspoCRM 7
                    Link to video: https://youtu.be/0_GxXlaJRbY

                    In this tutorial we’ll walk you through:
                    - How to check version of EspoCRM?
                    - How to check setup additional validation rules

                    Comment


                    • #85
                      Hello Guys,
                      we have new video for you: How to setup email 2FA in EspoCRM
                      Link to video: https://youtu.be/uyiDX-7CrHQ

                      In this tutorial we’ll walk you through:
                      - How to check did you configured Outbound Email Address
                      - How to enable email 2FA method in EspoCRM
                      - How to setup 2FA on user account
                      - How to test 2FA
                      - How to disable 2FA

                      Comment


                      • #86
                        Hello Guys,
                        we have new video for you: How to add Password field in EspoCRM
                        Link to video: https://youtu.be/jsAlr5yAUNo

                        In this tutorial we’ll walk you through:
                        - How to create password field
                        - How to add password field to detail view
                        - How to test password field

                        Comment


                        • #87
                          Hello Guys,
                          we have new video for you: How to add new field to SalesPack ItemList in EspoCRM
                          Link to video: https://youtu.be/9Q4XcHJEUfQ

                          In this tutorial we’ll walk you through:
                          - How to create new field for invoice products
                          - How to add field to ItemList in Invoice entity
                          - How to add new product to itemList in Invoice with warranty date

                          Comment


                          • #88
                            Hello Guys,
                            we released new video: How to manage cleanups in EspoCRM
                            Link to video: https://youtu.be/yyHWDPwAC60

                            In this tutorial we’ll walk you through:
                            - How to check available cleanups params in EspoCRM
                            - How to setup params in config file

                            Comment


                            • #89
                              Hello Guys,
                              It's been a while. We are back to you with a new video

                              How to create global filters in EspoCRM v7
                              Link to video: https://youtu.be/BYllS-6_xdE

                              In this tutorial we’ll walk you through:
                              - How to create global filter which will show records with specific status
                              - How to add translation for filter
                              - How to specify style for filter
                              - How to create filter which will show records assigned to specific account
                              - How to specify default filter for entity

                              Comment


                              • rabii
                                rabii commented
                                Editing a comment
                                good job

                                keep it up

                            • #90
                              Hello Guys,
                              We have new video for you: How to create beforeSave hook in EspoCRM v7
                              Link to video: https://youtu.be/LK5H-qOITNs

                              In this tutorial we’ll walk you through:
                              - Intro
                              - How to prepare hook which will add date to description field
                              - How to define conditions for hooks
                              - How to fetch data from other record through hook

                              Comment

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