Video Tutorials - let me know what do you think

[emillod]

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

[emillod]

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

[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

[emillod]

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

[esendino]

esendino ould you explain what you're trying to achieve?

crmclients I'm glad that you like it Sometimes we have issues with finding new ideas for videos, but we're trying to publish as much as we can

I'm trying to connect espoCRM and Integromat for custom entities defined by me. That is, different from Account, Task, Case, etc.

I assumed that should be made with the integromat module for espoCRM "Make an API Call". But have been unable to make it work

I posted this https://forum.espocrm.com/forum/gene...mer-integromat explaining it

[emillod]

Hello Guys,
we have new video for you: How to set custom permissions for Personal Mailboxes in EspoCRM
Link to video: https://youtu.be/udUYtflHpho

In this tutorial we’ll walk you through:
- How to set custom ACL for Email Accounts
- How to forbid user to delete Email Accounts
- How to forbid user to create Email Accounts
- How to forbid user to modify Email Accounts

[emillod]

esendino ould you explain what you're trying to achieve?

crmclients I'm glad that you like it Sometimes we have issues with finding new ideas for videos, but we're trying to publish as much as we can

[crmclients]

OMGosh how am I just now finding this? Awesome emillod very helpful

[esendino]

Can you make a video on how to use the Integromat module "Make an API call" for a espoCRM custom entity?

[emillod]

Hello Guys,
we have new video for you: How to send Notification to user in EspoCRM
Link to video: https://youtu.be/aZJot0NeTrE

In this tutorial we’ll walk you through:
- How to create new Hook
- How to trigger notification
- How to issue notification with indication in notifications panel
- How to link notification to related record

Enjoy your Friday!

[dreginald]

I am sharing the link of a video tutorial for our CRM users on navigating through the pages of the CRM to help them use all the features available in ESPO CRM.

https://youtu.be/94_yGqhAc_Y

This video will demonstrate on:-
- General Architecure
- Logging in
- Changing Password and Updating Profile
- Configure Personal Email Address
-Navigating through the Dashboards and extracting reports
-List View - General Search and Global Search
- List view - Specific Search and Use of %%
- Search using Search Fileter
- Search Using Custom (Report) Filters
- Actions of Selected records - export, merge, mass update
- Detailed View

We have customized ESPOCRM for different business uses, very specific to the business needs and integrating with SAP, Whatapp, Facebook, etc. We can help all ESPOCRM users in this community to maximise the potential of this powerful software. Please feel free to write to me at info@raalink.coim

[emillod]

Hello
I'm glad you like it. Yeah, EspoCRM is a powerful tool You just have to spend some time to adjust it to your needs

[item]

hello Emil,
you ask "Video Tutorials - let me know what do you think"..
i think is wonderfull.. thanks for all
there are many "cached" (i say cached because my empty knowledge, english) but with AdvancedPack, you can do many :

now i have find this :

i created i grid report :
1 field : MONTH:dateTime
2 field : CONCAT : ( nameContact, '__', practrice)

whaouwww
we are limited to 2 fields.. but wondefull

[item]

Hello Emil,

just for information/myKnowledge... this was the problem of email account can't login ?

Best Regards

[item]

Thanks Emil