Video Tutorials - let me know what do you think

[emillod]

Hello Guys,
there is new video on our yt: How to create Global Filters in EspoCRM
Video: https://youtu.be/Zigf7JvzMfA

In this tutorial we’ll walk you through:
- How to create new filter in clientDefs
- How to set default filter for entity in EspoCRM
- How to set conditions for filter
- How to create translation for filter

[emillod]

esforim i use Visual Studio Code for coding, WinSCP for connecting with SSH/FTP and Windows Terminal from MS Store for terminal usage

[Zosh]

So is this the only way to add more filters in EspoCRM? Why can't my sales reps just create filters for any fields available in whichever entity they're in?

[emillod]

Zosh thanks to this method you can create GLOBAL filters which will be available for all users. If any user want, he can create his own filter in any entity by using search fields, BUT it'll be available only for him.

[emillod]

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

[rabii]

good job

keep it up

[emillod]

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