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Video Tutorials - let me know what do you think

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  • Hello Guys!
    We just published new video: How to copy attributes while creating child record in EspoCRM
    Link to video: https://youtu.be/MdaJIGxOWpU

    In this tutorial we’ll walk you through:
    - How to create custom view which will populate phone number
    - How to map custom view in clientDefs
    - How to populate email address

    Comment


    • Hello Guys!
      We have new video for you: How to use Report Filters in EspoCRM
      Link to video: https://youtu.be/X_UF3Z4BxyQ

      In this tutorial we’ll walk you through:
      - How to create new Report Filter
      - How to create new Report for filters
      - How to assign report to teams
      - How to add user to team
      - How to test Report Filters

      Comment


      • Hello Guys,
        we released new video: How to send email through formula with Email Template
        Link to video: https://youtu.be/lVyzPLEVSsA

        In this tutorial we’ll walk you through:
        - How to create new flowchart
        - How to setup new start event
        - How to setup action with formula which will send email
        - How to create email template
        - How to send email with email template through formula

        Comment


        • Hello Guys,
          we just released new video: How to attach file from record and send it through email in EspoCRM
          Link to video: https://youtu.be/IArorRg0Y9c

          In this tutorial we’ll walk you through:
          - How to add new field
          - How to add created field to detail view
          - How to create new flowchart
          - How to add new start block
          - How to add action
          - How to generate attachment for email through formula
          - How to send email through formula
          - How to test created flowchart

          Comment


          • Hello Guys,
            we have new video for you: How to send email with many attachments
            Link to video: https://youtu.be/yZsgutD6VJc

            Related video: https://youtu.be/IArorRg0Y9c

            In this tutorial we’ll walk you through:
            - How to create new PDF template
            - How to generate PDF based on template through formula
            - How to test flowchart

            Comment


            • Hello Guys,
              we have new video for you: How to set advanced conditions for enum fields in EspoCRM
              Link to video: https://youtu.be/-ftVdaoR9G8

              In this tutorial we’ll walk you through:
              - How to setup conditions for field
              - How to test changes

              Comment


              • To add more value to ESPOCRM, you may bring relevant video tutorial links on the Dashboard of Users for quick reference. Attaching a screenshot of the dashboard created for a user.

                My users have found this very useful and I am sharing this here since you could also try in our instances.

                For free support and more ideas on how to add more value to ESPO CRM please feel free to mail me at reginald@raalink.com or call +91 999 5986 888

                Comment


                • espcrm
                  espcrm commented
                  Editing a comment
                  This is an excellent idea. I think I'll copy your idea. But not sure how to make it look good like yours. Mine probably be quite ugly.

              • Thanks for your comments.
                Have created image using text box, uploaded the image in knowledge base and linked with yourtube link (see script below), created reports to reflect in the dashboard.

                <p style="text-align: center;"><span style="background-color: rgb(255, 255, 0);"><a href="https://youtu.be/94_yGqhAc_Y" rel="noopener noreferrer" target="_blank">
                <img style="width: 520px;" src="?entryPoint=attachment&amp;id=627a1263591eb32 73"><span style="background-color: rgb(255, 255, 0);">
                </span></a>
                </span></p>

                Comment

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