Learning EspoCRM and Design

[Maximus]

Please make a topic about the desired feature in this branch https://forum.espocrm.com/forum/feature-requests. Our developers are monitoring this branch and building the plans for the EspoCRM enhancements.

[tothewine]

Great idea! It could be the first step towards a proper developer manual if undocumented things get documented.

[esforim]

In the future this thread will be use for discussion; the Wiki hosted on Github will be used instead to post update; please see:

https://github.com/o-data/EspoCRM-Learning-and-Design/wiki

Part 2 of this post can be found here: https://forum.espocrm.com/forum/gene...5114#post55114
Part 3 of this post can be found here: https://forum.espocrm.com/forum/gene...5049#post55049

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I wanted to create this thread where I could share some "hidden" feature and document progress in learning how to use EspoCRM. This idea popup when I watched this video and realize that this feature doesn't seem to be documented anywhere (I may have missed it). Maybe one day I can contribute to the documentation somehow but writing it in the forum is much easier as it is more free and without the pressure to write good documents.

I try to look through this page: https://www.espocrm.com/documentation/

GUI_
Can be done using GUI Web Interface.

1. Relationship Tool tips: https://forum.espocrm.com/forum/gene...1464#post61464

(update as of September 2020, these post below will need to be update to category once I get the chance)
Secret: (these post need edit into category)

Local SMS_ gateway from your Android Phone, URL and API: https://forum.espocrm.com/forum/gene...4758#post54758

You can use Javascript commands in your field default see: https://youtu.be/WDSTMNFZPLE?t=326
But is there other code we can use? Are these standard javascript command and EspoCRM suppose any type of javascript command?

Link Multiple Field - Make Relationship into a Field that can be linked (like Contact > Account) rather just than Relationship panels.
Comments: I read this in the documents but did not quite understand what it mean. Looked through the screenshot of this thread and user post before I understood it. https://forum.espocrm.com/forum/gene...-relationships


Printing "Array" field in PDF as a list not as comma seperated. https://forum.espocrm.com/forum/gene...ing-a-template

Filter Date field without time: https://forum.espocrm.com/forum/deve...ly-ignore-time

Default Team - https://forum.espocrm.com/forum/gene...ntact-possible

Adding E-signature to EspoCRM by telecastg, combine this with the Javascript date will make it possible to turn it to a true-signature/contract documents similar to DocSigns, missing IP Logging I guess, not sure if Workflow is capable to support emailing. https://github.com/telecastg/esignat...ts-for-espocrm
Forum thread: https://forum.espocrm.com/forum/deve...nic-signatures

Attachment and email: https://forum.espocrm.com/forum/gene...documents-dash
Attachment to Contact Email in Bottom Panels - https://forum.espocrm.com/forum/gene...t-and-received


Custom Button, Mass Document adding / Bulk data upload (not using import): https://forum.espocrm.com/forum/deve...massactionlist



Adding Task to Campaigns (Turning Basic entity to Basic Plus?): https://forum.espocrm.com/forum/gene...s-in-campaigns

Auditing? Administration Duties? Monitor User? Be sure to have a look at: Administration > Auth User. Click on that arrow button and View.

Multiple Lines / PDF Print? "Maybe you used double braces. You need to use triple for multi-line texts: {{{description}}}"

Workflow: check duplicate - https://forum.espocrm.com/forum/gene...exist-a-record

Create "Reminder" notification feature for new custom Entity: https://forum.espocrm.com/forum/deve...-to-new-entity

How to change to the copyright area / EspoCRM Copyright footer - https://forum.espocrm.com/forum/deve...copyright-area

Custom CSS, layout, Theme, Skin? https://github.com/espocrm/documenta.../custom-css.md

Guide
Duplicate Entity or Cloning: https://www.eblasoft.com.tr/post/clo...ity-in-espocrm

Minimum Search Characters is 4, if it 3 it doesn't work. Solution is to use %, or read here: https://forum.espocrm.com/forum/bug-...em-with-search

Recreating field of same name to "transfer data". See: https://forum.espocrm.com/forum/gene...9265#post59265

Change or reallocate Upload folder to another location (attachment, email, storage): https://forum.espocrm.com/forum/deve...urgent-problem

Search & Replace / Formula String / New Custom Function - https://forum.espocrm.com/forum/gene...ace-in-formula
https://forum.espocrm.com/forum/gene...ng-concatenate
https://forum.espocrm.com/forum/gene...on-not-working

Adding Phone & Email field to custom entity: https://forum.espocrm.com/forum/gene...ntity-creation

Search not showing the right result? https://www.espocrm.com/tips/search-types/
https://forum.espocrm.com/forum/bug-...-word-of-field
https://github.com/espocrm/documenta...ew-text-search

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Discussion:
Found this fancy product selector video, not sure if it also possible if you just buy the Quote/Invoice package or will require additional coding that the video owner did: https://www.youtube.com/watch?v=qVQM9kbOvf0
Manage to found him here but no where to see how to get/buy the extension, looking through his video there is some feature that is of interest. Not sure if he contributing to the code or all of the feature is for private use?: https://forum.espocrm.com/forum/job-...la-soft-turkey
Manage to find more information, look like you have to PM or email to get more information: eymen@eblasoft.com.tr