Learning EspoCRM and Design

[esforim]

Found another low-code drag and drop GUI app. This one seem to have no restriction in term of usage at the moment.

I'm learning how to install it for a local private version instead of having to rely on the online service. Hopefully I can resume the Mobile App project. Welcoming anyone who want to join me.

https://github.com/appsmithorg/appsmith

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Also another user has create a Discord page with the invite link if anyone want to join the chat community, keep in mind that it is freshly created with very little customization at the moment. I probably won't be active on Discord:

https://discord.gg/VWf8xxPsTN

emillod as above if you a discord kind of person.

[esforim]

JSON parser for Android. Look very cool and good, too bad there is no instruction on how to use. Perhaps someone who more skill may be able to make use of it: https://github.com/git-akshat/JSON-Table-Pagination

[esforim]

Version 7 is looking quite good; some highlight that I'm looking forward to:

PDF: Ability to set document title in template #2046

https://github.com/espocrm/espocrm/issues/2046

Entity Manager: Quick search for entities, fields, relationships #2044

Feature Request finally fulfilled for those that link their Portal system:
Editable tag line in 'description' HTML metatag #2041

https://github.com/espocrm/espocrm/issues/2041

And one of my hidden Feature Request:
Supporting SVG images #2038

New URL protocol (any)
URL field: Allow any protocol #2034

https://github.com/espocrm/espocrm/issues/2034

[Jesswade]

As per my knowledge CRMs are relational data bases, the relationship between them is important to note. For example, more than one related lead or contact may exist in an account. Chances can be linked to a ro-contact account (or both). Better odoo CRM consulting can change relationships to suit your requirements (whether they be one to one, many to one, one to many, or many to many). You should also be able to link your activities, tasks, meetings, calls, etc (however your CRM labels these things, as it will differ from program to program).

[esforim]

Was looking around Github and ran into this page: https://github.com/MrFriendly-B-V

MrFriendly seem to have a few interesting integration from reading the repository name, look like it code in Rust.

Maybe someone can find something interesting or usable in there, as there is no instruction (or issue talking about it) so I don't quite sure how to test it. Have fun I guess.

Also added this to the "Wiki" but it might go unnoticed so here the link:
Wordpress contact form plugin https://github.com/Dafnie/CF7-to-EspoCRM

[item]

esforim,

i have see... but i have installed on a pop3 alcatel touch... and work like a charm.
i have make a extension but need telecastg for a little adapt and correct.
if he is ok.. i can send him and he look
I think this will be a nice extension

[esforim]

Hi item
This look good. Unfortunately it seem like an inactive project (last update 2012) so might run into an Android app installation. And with a inactive community it also mean we be on our own for any troubleshooting.

[item]

Hello,

found this : https://sms.envaya.org/serverapi/#actions

i just try it .. and work like charm. (just begin/test.. still need cooding)
i think this is one the best solution because no need Post/Get the phone.
It's phone who Post to the espoCRM for sms to send or sms received.

Requirement
espoCrm must be reachable over net. (local or internet)
if local, then by wifi
if internet, then by wifi or data (in my case, no wifi at office)
if no wifi, app go by data (failover)

[esforim]

TL-DR: Date field support word too, for example 30 MAY 2021 will work when you copy/paste.

Been so long since I posted here; made a discovery today that might be of interest in regard to Date. I have previously talk about it before but if I edit it then it get lost and never to be seen.

Anyway I'm trying out PDF scan then using OCR it. Make it bit easier to do Copy/Paste instead of data entry. One of the OCR was a date field, for example 30 MAY 2021, I copy and paste that area using muscle memory and just pasting it in the Date field. To my surprise it work when I saw it was written as May, instead of 30/05/2021 or similar acceptable variation.

[esforim]

And a tutorial on how to install it in Debian (Linux)

https://www.howtoforge.com/tutorial/debian-espocrm/

A call center that have 11m records and 200-300 user

https://sapient.pro/blog/our-experience-in-espocrm-migration-and-building-ml-models/

A "de-duplicate merge and delete" service provider, they planning to add EspoCRM but I don't think it officially supported yet.

https://dedupe.ly/espocrm/

A Thailand real estate company using espo:

https://tradingplacesthailand.com/

An Open Source listing website

https://osdn.net/projects/sfnet_espocrm/

https://awesomeopensource.com/project/espocrm/espocrm

Service provider for SMS intregration

https://integrations.clicksend.com/listings/espocrm

EspoCRM facebook, didn't know they have one

https://www.facebook.com/EspoCRM/

Work Directory for Artist and Consultant (Artwork) - Website is in German(?) language

https://kunstservice.net/

[esforim]

Was looking around for more EspoCRM community and came across capterra listing. From their chart it look like EspoCRM is quite lacking overall in term of features. However it does also seem to be outdated and EspoCRM should get that fixed up.

Here is a screenshot. For example, "Email Template" exist and working out of the box but it not checked here. Same thing with many other feature, such as API.

[esforim]

A pay tool self-host SMS Gateway, screenshot and feature wise it seem good. Something to look into in the future.

https://rbsoft.org/downloads/sms-gateway/

[esforim]

Also came across this feature request for n8n, a workflow/integration/automation system, be good if we can just input our own API (maybe you can, I haven't test n8n yet). n8n sound like something I would look into.

https://community.n8n.io/t/integration-for-espocrm

If you want to help get EspoCRM be integrate into n8n be sure to create an account and voted on it. Not sure how many vote is require for developer to start developing though.

[esforim]

Came across this community today when I searching for EspoCRM contact syncing

https://forum.cloudron.io/category/17/espocrm

Might contain interesting thread and post, but it look good that there other community out there.

[esforim]

Email and downloading (multiple) attachment:

Received an email today with about 10 attachments in the email. As you may know there is no "multiple" download button for attachment. And clicking them one by one, then choose the folder you want to save in can take a bit of time.

Previously I have either use my email browser to download them (Roundcube was my front end); or an offline software (Thunderbird) to mass download the email. But today I thought, "why not try the download add-on I usually use for other thing", to my surprise it worked! Although the filesize being so small made me questioned it but upon opening the file it look fine.

Anyway if you want to download multiple attachment quickly, I recommend using DownThemAll ( https://www.downthemall.org/ ); I used it with Firefox but it also available for Chrome and Opera. Whether it work as well on those other two browser is something I don't know.