Announcement

Collapse
No announcement yet.

Video Tutorials - let me know what do you think

Collapse
This is a sticky topic.
X
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Video Tutorials - let me know what do you think

    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 what I could make a video about, let me know in the comments

    Currently I have already recorded:I already prepared a list of videos for next week. We'll see how many ideas I come up with on my own for the next few weeks
    I realize EspoCRM has own official channel, don't want to make competition for it. I just want users without technical knowledge, for whom documentation is not enough, to be able to do cool things in EspoCRM thanks to step-by-step tutorials.

    Of course I'm open to criticism, so if I get something wrong, let me know, I'm doing this for the first time

    Enjoy!

  • #2
    This is an awesome idea ! GREAT contribution.

    Comment


    • #3
      telecastg thank you very much I'll post here links to new videos We'll see how long I can post videos every day

      Comment


      • espcrm
        espcrm commented
        Editing a comment
        Hi emillod, do you take request/idea for video? There is something that been bugging me for long time now. Hoping if you will fulfill the request.

        Edit: In case where you do, it regarding Email, there is a "down arrow button" to add new/unknown email to "Contact/Lead", would like to be able to add learn how to add it to "Account" or perhaps even Custom entity.

        Same for the "..." button, there is "Create Task" or "Create Document" if there is an attachment. Would like to learn how to add a Button to create a custom entity which pre-fill many of the email details (if you click on Create Task you will see it what it does).
        Last edited by espcrm; 08-23-2021, 07:36 AM.

      • emillod
        emillod commented
        Editing a comment
        espcrm of course, thanks for new ideas for videos It's actually pretty easy. I'll record video about this for sure Just give me few days Recording movies is easy, but modification take hours haha I'm new in this.

    • #4
      Hello guys
      Today you can check how to export and import records in EspoCRM: https://youtu.be/efYxvTbP6qo

      Comment


      • #5
        Hello guys, for today i prepared video which shows how maintenance mode works and how to use it. Link to video: https://youtu.be/48Tpfbeoac0

        Comment


        • #6
          Hello guys,
          i have new video for you: How to configure Personal email mailbox and outbound mailbox in EspoCRM

          Link to video: https://youtu.be/W4M897RSdtM

          Comment


          • #7
            Hello guys
            i have new video: How to set additional conditions for fields in EspoCRM
            Link to video: https://youtu.be/g1OZcooyEHY

            Comment


            • #8
              Hello guys,
              new video: How to create Portal in EspoCRM
              Link: https://youtu.be/kKz6z-2JW5Q

              In this tutorial we’ll walk you through:
              - How to create Portal Role in EspoCRM?
              - How to create Portal in EspoCRM?
              - How to create Portal User in EspoCRM?
              - How to change permissions to Portal in EspoCRM?

              Comment


              • #9
                Hello guys,
                new video: How to use Dubas Shared Extension in EspoCRM?
                Link: https://youtu.be/sz6Nri9tfCA


                In this tutorial we’ll walk you through:
                - How to share single file with Dubas Shared Extension in EspoCRM
                - How to share more than one file with Dubas Shared Extension in EspoCRM

                Comment


                • #10
                  Hello Guys!
                  i have new video for you: How to use Dubas Address Field Extension in EspoCRM
                  Link to video: https://youtu.be/_AGAmva5AEc


                  In this tutorial we’ll walk you through:
                  - How to download extension?
                  - How to install extension?
                  - How to add address field?

                  Comment


                  • espcrm
                    espcrm commented
                    Editing a comment
                    I decided to watch this video... but it quite eerie watching it without sound. Would suggest some background music/noise to make it more comforting. I'm not sure if other feel the same way.

                  • emillod
                    emillod commented
                    Editing a comment
                    Yeah, you're probably right. I'll try to find time in this week and maybe i'll find music which will match to content

                • #11
                  Hello Guys
                  I have new video: How to send Telegram notifications through Advanced Pack in EspoCRM
                  Link to video: https://youtu.be/y9w2wlz_n6Q

                  In this tutorial we’ll walk you through:
                  - How to create flowchart in EspoCRM
                  - How to add HTTP Request which send Telegram Message

                  Comment


                  • #12
                    Hello Guys
                    I have new video for you: How to set scheduled flowcharts through Advanced Pack in EspoCRM
                    Link to video: https://youtu.be/fIOYe9XzWhE


                    In this tutorial we’ll walk you through:
                    - How to create a list report
                    - How to create a flowchart
                    - How to create scheduled trigger

                    Comment


                    • #13
                      hello ;

                      do you have tutorials for workflow extension? and do you guys have a discord account

                      Comment


                      • #14
                        timarebel we don't have discord account
                        We have two movies for now related to Advanced Pack:
                        1. How to set scheduled flowcharts through Advanced Pack in EspoCRM https://youtu.be/fIOYe9XzWhE
                        2. How to send Telegram notifications through Advanced Pack in EspoCRM https://youtu.be/y9w2wlz_n6Q
                        Let us know if you need to know something else, maybe we'll prepare video

                        Comment


                        • #15
                          Hello guys!
                          I have new video for you: How to use Dubas Send extension in EspoCRM
                          Link: https://youtu.be/Jrw-05MuTQg

                          In this tutorial we’ll walk you through:
                          - How to install Dubas Send Extension in EspoCRM?
                          - How to share files by uploading them to Send record?
                          - How to share files attached to different record?
                          - How to share files by choosing them from attachment list?
                          - How to share text through Dubas Send?
                          - How to share text and files through Dubas Send?
                          - How to check IP logs?

                          Enjoy!

                          Comment

                          Working...
                          X