Video Tutorials - let me know what do you think

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  • emillod
    replied
    Hello Guys,
    we have new video for your: How to create and remove individual filters in EspoCRM?
    Link to video: https://youtu.be/DAfIGv-dafM

    In this tutorial we’ll walk you through:
    - How to create individual filters in EspoCRM?
    - How to remove individual filters in EspoCRM?

    Leave a comment:


  • emillod
    replied
    Hello Guys
    we have new video: How to use UUID extension in EspoCRM
    Link to video: https://youtu.be/OnCMxT-u97A

    In this tutorial we’ll walk you through:
    - How to install extension
    - How to create new UUID field
    - How to check UUID manager

    Leave a comment:


  • emillod
    replied
    Hello Guys
    we have new video: How to register Integromat and create connection with EspoCRM
    Link to video: https://youtu.be/tqShnL6DohE

    In this tutorial we’ll walk you through:
    - How to register account in Integromat?
    - How to create new scenario in Integromat with EspoCRM?
    - How to create connection with EspoCRM?
    - How to create case through Integromat in EspoCRM?
    - How to test scenario in Integromat?

    Leave a comment:


  • emillod
    replied
    Hello Guys
    new video: How to disable 2-Factor Authentication(2FA) in EspoCRM
    Link to video: https://youtu.be/iySzTjkUHQw

    In this tutorial we’ll walk you through:
    - How to disable 2FA in user preferences?
    - How to disable 2FA without access to EspoCRM?

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to setup 2-Factor Authentication (2FA) in EspoCRM
    Link to video: https://youtu.be/WTL0396vAyQ

    In this tutorial we’ll walk you through:
    - How to setup 2FA for any user in EspoCRM?
    - How to check if 2FA works on your account?

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to secure EspoCRM?
    Link to video: https://youtu.be/ei6_AKcMT2Y

    Related videos:
    How to upgrade EspoCRM?
    How to create backups of EspoCRM?

    In this tutorial we’ll walk you through:
    - How to check security options in your EspoCRM?
    - How to setup LDAP server as authentication method?
    - How to define token lifetime?
    - How to allow only one session per user?
    - How to define max idle time for token?
    - How to enable 2FA?
    - How to force 2FA on regular users?
    - How to define length of generated passwords?
    - How to define minimum password length?
    - How to define amount of letters in password?
    - How to require upper and lower case in password?
    - How to define minimum amount of digits in password?
    - How to disable password recovery?
    - How to disable password recovery for admin users?
    - How to prevent email address exposure on password recovery form?
    - How to allow password recovery only for portal users, not internal?
    - How to allow for access to your EspoCRM only from trusted ip's?

    Leave a comment:


  • emillod
    commented on 's reply
    Yes, it's doable. It's not perfect, but you can create something like this. I'll record video about this There is something like shared view.

  • esforim
    commented on 's reply
    Cool, didn't know we can do this. Any way to have a "group" calendar?

  • emillod
    replied
    Hello Guys,
    we have new video: How to check calendar of specific user in EspoCRM
    Link to video: https://youtu.be/1HgrUUgVl-8

    In this tutorial we’ll walk you through:
    - How to check calendar of specific user?
    - How to create event for user in his calendar?
    - How to check different views?

    Leave a comment:


  • emillod
    replied
    Hello Guys
    we have new video: How to use Short Url Extension in EspoCRM
    Link to video: https://youtu.be/L167G2n-y5I

    In this tutorial we’ll walk you through:
    - How to create Short Url
    - How to check amount of clicks
    - How to setup expiration date

    Leave a comment:


  • emillod
    commented on 's reply
    esforim 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.

  • esforim
    commented on 's reply
    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 esforim; 08-23-2021, 07:36 AM.

  • emillod
    replied
    Hello Guys!
    we have new video for you: How to add EspoCRM to crontab on linux machine?
    Link to video: https://youtu.be/OmLW1Dwwa3Y

    In this tutorial we’ll walk you through:
    - How to check crontab command in EspoCRM?
    - How to add EspoCRM to crontab on linux machine?

    Leave a comment:


  • emillod
    replied
    Hello Guys
    simple video which shows How to register Paypal Product in EspoCRM.
    We're working on documentation to our extensions, so sometimes we'll also add here videos which shows how our extensions works. Thanks to that we'll build great documentation with video tutorials
    Link to video: https://youtu.be/ePxp5HEtviw

    In this tutorial we’ll walk you through:
    - How to create Paypal Product in EspoCRM
    - How to register Paypal Product
    - How to check webhook for Paypal Product

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    today i have for you short video(it's friday, so no one has time for long movies ): How to check system requirements in EspoCRM
    Link to video: https://youtu.be/UtVB0EkBwEU

    In this tutorial we’ll walk you through:
    - How to check if your server meet system requirements of EspoCRM
    - How to check commands which will set propper permissions

    Leave a comment:

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