We are heavy users of EspoCRM, utilizing it both for our internal operations and our partner portal. While EspoCRM is a powerful and intuitive system, one challenge we frequently face is introducing new users / portal users to the platform efficiently.
A great solution I’ve seen in other systems is an onboarding popup that appears when a user logs in for the first time. This popup could contain an iframe with a YouTube tutorial explaining the system’s basics in a concise and user-friendly manner. Why would this be beneficial?
Would it be possible to introduce such a feature in future versions? It would be a huge usability enhancement, making EspoCRM even more accessible to new users.
Thanks for your consideration!
A great solution I’ve seen in other systems is an onboarding popup that appears when a user logs in for the first time. This popup could contain an iframe with a YouTube tutorial explaining the system’s basics in a concise and user-friendly manner. Why would this be beneficial?
- Better User Onboarding: New users would get an immediate, structured introduction to the system without needing separate training sessions.
- Time-Saving for Admins: Reduces the need for manual user guidance, especially when onboarding multiple users at different times.
- Enhanced User Adoption: A well-presented tutorial ensures users feel comfortable using EspoCRM from day one, reducing frustration and support requests.
- Customizability: Ideally, admins could set their own tutorial link, allowing companies to provide EspoCRM training tailored to their specific workflows.
Would it be possible to introduce such a feature in future versions? It would be a huge usability enhancement, making EspoCRM even more accessible to new users.
Thanks for your consideration!
Comment