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  • #91
    Hello Guys,
    here you have new short tutorial: How to add new type of phone number
    Link to video: https://youtu.be/S-o2ZBnDIMM

    In this tutorial we’ll walk you through:
    - Introduction
    - How to add new type in Administration section

    Comment


    • #92
      Hello Guys,
      we have new video for you: How to use Shipping Manager extension in EspoCRM
      Link to video: https://youtu.be/oSyxV23u5pE

      In this tutorial we’ll walk you through:
      - How to download extension
      - How to install extension
      - How to add new entities to Tab List
      - How to add Location
      - How to create Parcel
      - How to create Packages
      - How to change Package status
      - How to set status for more than one Package

      Comment


      • #93
        Hello Guys,
        we have new video for you: How to use Google Fonts 1.0.0 extension
        Link to video: https://youtu.be/OTlmRv-GNeY

        In this tutorial we’ll walk you through:
        - How to install Google Fonts extension
        - How to download custom font from Google Fonts
        - How to download Google Fonts extension
        - How to create PDF template with custom font
        - How to add custom font to EspoCRM
        - How to add translation

        Comment


        • #94
          Thanks for all your awesome videos Emillod, they are so helpful
          Keep up the good work.

          Comment


          • #95
            Originally posted by emillod View Post
            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
            i have create same but how see password after ?

            Comment


            • #96
              Originally posted by quentin View Post

              i have create same but how see password after ?
              You have to add password field to Layout Manager. Then you'll be able to use that field. There is no such functionality like displaying password which was entered before and saved.
              You can do it through code(you can use it with ORM) or you can open Developer console in browser, go to network, track the one with id of your record and there you'll be able to check password. If you need something like displaying password, it'll require additional coding. You can hire developer on forum.

              Comment


              • #97
                Hello Guys,
                Google planning to secure their products, and they'll limit login possibilities from external applications. Here you have source article:
                https://support.google.com/accounts/...re-secure-apps

                Because of that, we decided to create new video: How to use Gmail mailbox with App Password in EspoCRM
                Link to video: https://youtu.be/WN9l5VWjUTw

                In this tutorial we’ll walk you through:
                - Intro
                - How to create new Personal mailbox in EspoCRM
                - How to create Google App Password
                - How to revoke Google App Password

                Comment


                • item
                  item commented
                  Editing a comment
                  Hello Emil,

                  just for information/myKnowledge... this was the problem of email account can't login ?

                  Best Regards

              • #98
                Hello Guys,
                we have new video: How to use notStorable fields in EspoCRM
                Link to video: https://www.youtube.com/watch?v=TsjNVOggVWw

                In this tutorial we’ll walk you through:
                - How to create new notStorable field
                - How to add field to Layout Manger in GUI
                - How to make field readOnly
                - How to create FieldProcessing for notStorable field
                - How to map FieldProcessing script
                - How to create notStorable address field
                - How to create FieldProcessing for address field based on address added in linked Account
                - How to add field to Layout Manager through files

                Comment


                • item
                  item commented
                  Editing a comment
                  Hello Emil.. notStorable fields is not in my knowledge..
                  but if is resume.. it's a calculeted field without in database ?

                  What do you mean with "FieldProcessing" ?

                  Best Regards

                • emillod
                  emillod commented
                  Editing a comment
                  Hello
                  Yeah, you're right. You can put there whatever you want and it'll not be stored in database. It's great thing for various scenarios. For example we wanted to print information on contract PDF generated by EspoCRM who generated this document(name of user). We simply created notStorable field and it worked like a charm Now you can use template helpers in pdf's, but then it was not available as far as i remember.

                  We're also assigning specific tasks to SalesOrders and in sales order there is a field which is notStorable. That field calculate ballance for a client based on assigned tasks. I hope now it's clear for you

                  FieldProcessing is a directory where you have to put whole login for notStorable field Before version 7 whole login for notStorable field was in Service, but now it's in FieldProcessing.

                • item
                  item commented
                  Editing a comment
                  Thanks Emil

              • #99
                Hello Guys,
                we have new video for you: How to use if and else in BPM formulas
                Link to video: https://youtu.be/GwfAFbcTiLc

                In this tutorial we’ll walk you through:
                - How to create new BPM Flowchart
                - How to use IF condition
                - How to configure action in BPM Flowchart

                Comment


                • item
                  item commented
                  Editing a comment
                  hello Emil,
                  you ask "Video Tutorials - let me know what do you think"..
                  i think is wonderfull.. thanks for all
                  there are many "cached" (i say cached because my empty knowledge, english) but with AdvancedPack, you can do many :

                  now i have find this :

                  i created i grid report :
                  1 field : MONTH:dateTime
                  2 field : CONCAT : ( nameContact, '__', practrice)

                  whaouwww
                  we are limited to 2 fields.. but wondefull
                  Last edited by item; 05-18-2022, 09:19 PM.

                • emillod
                  emillod commented
                  Editing a comment
                  Hello
                  I'm glad you like it. Yeah, EspoCRM is a powerful tool You just have to spend some time to adjust it to your needs

              • I am sharing the link of a video tutorial for our CRM users on navigating through the pages of the CRM to help them use all the features available in ESPO CRM.

                https://youtu.be/94_yGqhAc_Y

                This video will demonstrate on:-
                - General Architecure
                - Logging in
                - Changing Password and Updating Profile
                - Configure Personal Email Address
                -Navigating through the Dashboards and extracting reports
                -List View - General Search and Global Search
                - List view - Specific Search and Use of %%
                - Search using Search Fileter
                - Search Using Custom (Report) Filters
                - Actions of Selected records - export, merge, mass update
                - Detailed View

                We have customized ESPOCRM for different business uses, very specific to the business needs and integrating with SAP, Whatapp, Facebook, etc. We can help all ESPOCRM users in this community to maximise the potential of this powerful software. Please feel free to write to me at info@raalink.coim
                Last edited by dreginald; 05-19-2022, 09:33 AM.

                Comment


                • espcrm
                  espcrm commented
                  Editing a comment
                  Hi there, I recommend to tag it as espocrm or something similar, as it will be easier to search in the future. Great video nonetheless

                • dreginald
                  dreginald commented
                  Editing a comment
                  Sure. Tagged

              • Hello Guys,
                we have new video for you: How to send Notification to user in EspoCRM
                Link to video: https://youtu.be/aZJot0NeTrE

                In this tutorial we’ll walk you through:
                - How to create new Hook
                - How to trigger notification
                - How to issue notification with indication in notifications panel
                - How to link notification to related record

                Enjoy your Friday!

                Comment


                • OMGosh how am I just now finding this? Awesome emillod very helpful

                  Comment


                  • esendino ould you explain what you're trying to achieve?

                    crmclients I'm glad that you like it Sometimes we have issues with finding new ideas for videos, but we're trying to publish as much as we can

                    Comment


                    • Hello Guys,
                      we have new video for you: How to set custom permissions for Personal Mailboxes in EspoCRM
                      Link to video: https://youtu.be/udUYtflHpho

                      In this tutorial we’ll walk you through:
                      - How to set custom ACL for Email Accounts
                      - How to forbid user to delete Email Accounts
                      - How to forbid user to create Email Accounts
                      - How to forbid user to modify Email Accounts

                      Comment


                      • Originally posted by emillod View Post
                        esendino ould you explain what you're trying to achieve?

                        crmclients I'm glad that you like it Sometimes we have issues with finding new ideas for videos, but we're trying to publish as much as we can
                        I'm trying to connect espoCRM and Integromat for custom entities defined by me. That is, different from Account, Task, Case, etc.

                        I assumed that should be made with the integromat module for espoCRM "Make an API Call". But have been unable to make it work

                        I posted this https://forum.espocrm.com/forum/gene...mer-integromat explaining it

                        Comment

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