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,
    we have new video for you: How to add new field to SalesPack ItemList in EspoCRM
    Link to video: https://youtu.be/9Q4XcHJEUfQ

    In this tutorial we’ll walk you through:
    - How to create new field for invoice products
    - How to add field to ItemList in Invoice entity
    - How to add new product to itemList in Invoice with warranty date

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to add Password field in EspoCRM
    Link to video: https://youtu.be/jsAlr5yAUNo

    In this tutorial we’ll walk you through:
    - How to create password field
    - How to add password field to detail view
    - How to test password field

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to setup email 2FA in EspoCRM
    Link to video: https://youtu.be/uyiDX-7CrHQ

    In this tutorial we’ll walk you through:
    - How to check did you configured Outbound Email Address
    - How to enable email 2FA method in EspoCRM
    - How to setup 2FA on user account
    - How to test 2FA
    - How to disable 2FA

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to setup additional validation rules for fields in EspoCRM 7
    Link to video: https://youtu.be/0_GxXlaJRbY

    In this tutorial we’ll walk you through:
    - How to check version of EspoCRM?
    - How to check setup additional validation rules

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How install Light theme in EspoCRM
    Link to video: https://youtu.be/9sygQWWCZ5I

    In this tutorial we’ll walk you through:
    - How to install Light theme
    - How to setup default theme

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to send email notification about invoice in EspoCRM
    Link to video: https://youtu.be/YcxypO5gNEM

    In this tutorial we’ll walk you through:
    - How to create new flowchart
    - How to setup email notifications
    - How to define trigger for flowchart
    - How to link trigger to action

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to start using formulas in EspoCRM
    Link to video: https://youtu.be/oI_iMqP9oVY

    In this tutorial we’ll walk you through:
    - How to copy content of another field with formula?
    - How to set value of field with static text?
    - How to set value of field with variable thanks to formula?
    - How to use system formulas?

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to create cases from email messages
    Link to video: https://youtu.be/YIJAm0pGMyY

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video: How to configure Group Email in EspoCRM
    Link to video: https://youtu.be/p3-DYvc5ah0

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to create PDF Template in EspoCRM
    Link to video: https://youtu.be/FrgqkwxZpiI

    In this tutorial we’ll walk you through:
    - How to create new template
    - How to use placeholders
    - How to test PDF Template

    Leave a comment:


  • emillod
    replied
    Hello Guys!
    We have new video for you: How to create new calendar entity in EspoCRM
    Link to video: https://youtu.be/fCUBTMKGZ2Q

    In this tutorial we’ll walk you through:
    - Introduction
    - How to create new Event entity
    - How to enable entity in calendar
    - How to add entity to menu

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for more advanced users: How to use WebSocket in EspoCRM
    Link to video: https://youtu.be/BAuDsR0xMNk

    Websocket let you to see changes on your screen without refreshing page. Very usefull!

    In this tutorial we’ll walk you through:
    - What features will websocket provide you in EspoCRM?
    - How to create service for websocket?
    - How to enable and start websocket service?
    - How to enable websocket if you have SSL?
    - How to turn on websocket in EspoCRM?
    - How to test websocket in EspoCRM?

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to check all uploaded attachments in EspoCRM
    Link to video: https://youtu.be/xOfFXFuG5vE

    In this tutorial we’ll walk you through:
    - How to upload attachment
    - How to check all attachments

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to disable record counting in EspoCRM to improve performance
    Link to video: https://youtu.be/r7CNbfKFFK0

    In this tutorial we’ll walk you through:
    - What is Records Counting in EspoCRM?
    - How to disable records counting in specific entity?

    Leave a comment:


  • emillod
    commented on 's reply
    item - i'll try to record video also about list view, bottom panels etc I promise!
Working...