Video Tutorials - let me know what do you think

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

  • emillod
    replied
    Hello Guys,
    there is new video on our yt channel: How to use Paypal Invoices in EspoCRM
    Link to video: https://youtu.be/PncFeB30ofg

    In this tutorial we’ll walk you through:
    - How to create Paypal Invoice in EspoCRM
    - How to register Paypal Invoice
    - How to review Paypal Invoice

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    there is new video: How to use Webhooks in EspoCRM
    Link to video: https://youtu.be/7StgvPNtLmE

    In this tutorial we’ll walk you through:
    - How to create webhook endpoint for test purposes
    - How to create webhook which will trigger after you change task
    - How to create webhook which will trigger after your create new task

    Leave a comment:


  • emillod
    commented on 's reply
    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.

  • Zosh
    commented on 's reply
    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
    replied
    Hello Guys,
    we have new video for you: How to share FAQ articles with your customers in EspoCRM
    Link to video: https://youtu.be/h3hPShRU1NA

    In this tutorial we’ll walk you through:
    - How to adjust Portal Role in EspoCRM
    - How to add Knowledge Base dashlet to Portal in EspoCRM
    - How to create Knowledge Base Article for Portal in EspoCRM
    - How to add Knowledge Base entity to Portal sidebar in EspoCRM

    Leave a comment:


  • emillod
    replied
    Hello Guys!
    I have new video for you: How to create Lead Capture form in EspoCRM
    Link to video: https://youtu.be/Fe2V5-mry8g

    In this tutorial we’ll walk you through:
    - How to create Lead Capture API endpoint?
    - How to create form in bootstrap?
    - How duplicate check works?
    - How to add more fields to form?

    Enjoy!

    Leave a comment:


  • emillod
    replied
    Hello Guys
    we have new video for you: How to use global search in EspoCRM
    Link to video: https://youtu.be/b8G-b8vc9dk

    In this tutorial we’ll walk you through:
    - How to add entity to global search in EspoCRM?
    - How to specify which fields will be searched?
    - How to add contains operator in EspoCRM?

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we published new video: How to add more fields to Team entity in EspoCRM
    Link to video: https://youtu.be/uOTj96OJ8f0

    In this tutorial we’ll walk you through:
    - How to create new team in EspoCRM
    - How to create new field in team entity
    - How to add field to teams layout in EspoCRM

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    there is new video: How to manage Extensions through GUI and SSH in EspoCRM
    Link: https://youtu.be/j1q_zWpJKXE

    In this tutorial we’ll walk you through:
    - How to install extension through SSH
    - How to uninstall extension through web gui
    - How to install extension through web gui
    - How to uninstall extension through SSH

    Leave a comment:


  • emillod
    commented on 's reply
    esforim i use Visual Studio Code for coding, WinSCP for connecting with SSH/FTP and Windows Terminal from MS Store for terminal usage

  • emillod
    replied
    Hello Guys,
    we published new video: How to register Paypal Webhook in EspoCRM
    Link: https://youtu.be/B9j_n_ZUVXA


    In this tutorial we’ll walk you through:
    - How to create Paypal Webhook
    - How to register webhook in Paypal
    - How to check history of Paypal Webhook

    Link to Paypal extension page: https://devcrm.it/paypal
    Link to official documentation of Paypal extension: https://docs.dubas.pro/extensions/paypal/webhooks/

    Leave a comment:


  • esforim
    commented on 's reply
    I noticed you using some tools to write coding, what software is that?

  • emillod
    replied
    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

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    for today we prepared simple video: How to create Text Area field in EspoCRM
    Link: https://youtu.be/P8Cy31AMshs

    In this tutorial we’ll walk you through:
    - How to add Text Area field in EspoCRM
    - How to add new field to layout

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    new video: How to fetch information through API from EspoCRM
    Link: https://youtu.be/j6NZ41Uj7R8

    In this tutorial we’ll walk you through:
    - How to create API user in EspoCRM
    - How to check API user permissions in EspoCRM
    - How to assign role to API user in EspoCRM
    - How to check API endpoint in EspoCRM
    - How to list records in API client
    - How to check details of specific record in API client
    - How to create simple bootstrap page in PHP
    - How to create table with records from EspoCRM
    - How to show details of record from EspoCRM

    Leave a comment:

Working...