Announcement

Collapse
No announcement yet.

Add A New Item To Left Side Panel

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Add A New Item To Left Side Panel

    Hello All,

    I have just installed EspoCRM and I am new to EspoCRM.
    I have a Organisers database in a spreadsheet in which I have all the names, addresses, phone numbers, emails etc. I need to include that database to EspoCRM. For that I need to add "Organisers" to the left side panel.
    How to do that? Please help.

    Thanks.

  • #2
    First, you have to create entity = Go to Administration->Entity Manager->Create Entity
    Then add it to menu go to Administration->User Interface->Drag it to list of entities on the left side

    Comment


    • #3
      Thanks! That worked.

      Comment

      Working...
      X