What's a portal and customer numbers
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It's related to mysql: http://stackoverflow.com/questions/3...specific-pointIs it possible to use this number in the espocrm search field?
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I created the auto increment custom field. How do I choose the first value? I'd like to start at something else than one. Do I have to change this in the database?Leave a comment:
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http://www.espocrm.com/features/workflows/
EspoCRM Documentation. Contribute to espocrm/documentation development by creating an account on GitHub.
I'd recommend to add custom auto increment field.Leave a comment:
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Workflows feature is available in Advanced Pack extension. Workflows automate your business processes an easy way. You can find it in the Administration panel.
EspoCRM Documentation. Contribute to espocrm/documentation development by creating an account on GitHub.
I'd recommend to add custom auto increment field.Leave a comment:
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What's a portal and customer numbers
Hi what exactly does a portal do? Can you describe a workflow how to use it? I imagine it's something like this:
Customer (contact/account?) goes to espocrm, logs in (?correct), and can open cases and see progress on those cases and can read knowledge base articles? Anything I've missed?
Also, is it possible to have auto increment customer numbers (account entity)? Our company requires the use of customer numbers (numeric). Is it possible to rearrange the primary ID to be a customer number (now it's alphanumeric)? Or do I have to add a custom field? How to make it auto increment upon creation of a new record? Thanks in advance.Tags: None
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