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Two questions for a Newbie: 1. Backup 2. Own type of customers/companys?

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  • Two questions for a Newbie: 1. Backup 2. Own type of customers/companys?

    Questions: I search for an entry in the Admin-Area, where I can make automatically backups.
    2. Question: Where can I change the tpye of Companys and Customer contacts?

  • #2
    Hi
    1. it's not possible to make a backup in administration https://github.com/espocrm/documenta...and-restore.md
    2. Administation > Entity Manager > {Entity} > Fields > needed field {type} > options
    If you are seeking for a way of adjusting a CRM to your company’s needs, then this information about the functions of Entity Manager will be of vital importance for you.

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    • #3
      Thank you for this answers. We try to undestand this items... Does you have a manual even in German?

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      • #4
        no, official manual in English only

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