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  • espcrm
    replied
    This post will talk about EspoCRM 5.8

    Recently finally manage to upgrade to EspoCRM 5.8. Long and slow progress when it come to moving host.

    There is quite a few feature in this update. This post will explore these setting as I learn how to use it.

    Enhancements:
    • Barcode field
    • PDF Templates: Date format helper
    • PDF Templates: Checkbox tag
    • PDF Templates: Ability to define custom helpers
    • PDF Templates: imageTag helper
    • PDF Templates: totalPageNumber footer placeholder
    • Mass Email: VERP support
    • Tracking URLs: Ability to show message instead of redirecting to URL
    • Foreign field: Support 'Array', 'Multi-Enum', 'Checklist' field
    • Foreign field: Support 'Currency Converted' fields
    • Foreign field: Support one-to-one relationship
    • New notification number in title
    • Multiple dynamic handlers support
    • Person Name field: Middle name support
    • Settings: 'Person Name Format' parameter
    • Portal Users tab
    • Emails: Sending draft from list view
    • Link Manager: Children-to-Parent support
    • Formula: record\relationColumn & record\updateRelationColumn functions
    • Formula: string\pad function
    • Link Manager: One-to-One support
    • Currency Rates API
    • Opportunities: Primary contact
    • Iframe dashlet
    • Address field: Ability to view map in modal dialog
    • Administration: List of all email addresses stored in system
    • Administration: List of all phone numbers stored in system
    ----

    Person Name field: Middle name support


    To use it, you need to Admin > Settings > Person Format Name > "First Middle Last name".

    After that there will be a "Middle Name" box display when you edit/create contact.

    Leave a comment:


  • espcrm
    commented on 's reply
    Added in Exabytes after suggested. I tried Fastcomet and have to cancelled it because I found out later (my fault) that the storage space was too little. They only have 15, 25, 35GB unless you go VPS or higher plan. But at least their server is fast.

  • espcrm
    replied
    This post talk about Relationship.

    I still can't warp my head around the idea of Relationship linking, right now to play it safe (might be a very stupid thing for me to do) is to create "Many-to-Many" relationship. Just in case choosing a "One to Many" or "Many to One" prevent me from future problem.

    This post explore more details about the relationship as I learn more about it. I was planning to draw a diagram with my interpretation but doing a quick search show very detail article already exist. Instead I link them here so that you can use it as reference.

    https://support.airtable.com/hc/en-u...-relationships
    https://powerapps.microsoft.com/en-u...r-canvas-apps/
    https://dzone.com/articles/how-to-ha...nship-in-datab

    Leave a comment:


  • espcrm
    commented on 's reply
    Thank you, updated Siteground information.
    ---

    Trying again with CIS, if it fail again, I would no longer recommend CIS as I won't have first hand experience.

  • tothewine
    commented on 's reply
    it's probably feature-complete

  • telecastg
    commented on 's reply
    Siteground.com doesn't have MySql 5.7 and no timetable to improve, this was confirmed by a customer service representative. I am with them now but about to become a "former" customer

  • espcrm
    commented on 's reply
    Update:

    Tried to sign up for CIS, successfully create the account, pay for it and such. Tried to log into CPanel and start testing the system but shortly afterward got an email saying that the account has been cancelled and account got deactivated.

    Talked to one of their staff and was told that the system automate the account creation and fraud point system got flag and the order is cancelled. Now need to wait 36 hours before trying again. Quite a hassle, but at least I found this out before the weekends where we can start migrating then, that if we can sign up successfully.

    They can't give information why we getting low score either as it is, "3rd party" system. So it seem like CIS is own by another party perhaps?

    One reason possibly is due to IP address (I don't use VPN or anything like that, IP is straight from our Internet Provider), another was Office Address (which is physical address I use during sign up, we didn't use a Postal Box).

    I will give them another try afterward and see how it goes. CIS offering the best deal at the moment so decide to go with them but this is putting us in a tough spot.

    So at the end of the day: make sure that account get register before start making plan to migrate as your account might get deactivated and you have to wait.

    I also try to use their "Free Domain" option, perhaps that was a bad idea. Maybe that why the account got deactivate, I decide to use the Free Domain option to get another TLD of my website. An, ".org", short for Organization, but maybe that why I was stupid, they only allow big Organization or Charity to use that(?). I rarely see any business use that TLD if it doesn't fall into those two category.
    Last edited by espcrm; 02-05-2020, 06:30 AM.

  • espcrm
    commented on 's reply
    Decide to go ahead with CIS at the moment. Hopefully no compatibility issue in the short and long term as moving host is always a hassle.

    Their investigative ability is quite wonderful as they inform me that I asked the wrong question and get the wrong answer.

    I have update the original post to reflect the changes, on their shared hosting it is: PHP 7.3 (not 7.4) and MySQL 5.7 (not 8). Which is good enough for now, their staff did informed me that CPanel currently doesn't support MySQL 8 at the moment so it holding them back at this stage ( https://features.cpanel.net/topic/mysql-8-0-support )

    From the look of it, Cpanel will support it soon, "cPanelTabby ● 28 days ago - MySQL 8 is coming to CentOS 7 in v88."

    That sound good, but it might take a while (possibly never) before CIS upgrade their share hosting for that. Hopefully the server I got is higher in the queue as I heard good thing of MySQL 8.

    PS: I wonder if they have a referral program. So if you decide to sign up with CIS (assuming they do), please think of me, I send you the referral link.

  • espcrm
    replied
    Didn't want to clog up the EspoCRM 5.8.0 thread with my post so will use this to discuss more Learning EspoCRM.

    Like many CRM, compatibility change and server requirement need more.

    This post talk about Hosting

    I'm currently on a quest to find a new host, been meaning to since last year but never gotten around to it as research tend to take quite long but wanting to invest in EspoCRM we want to make this change.

    Currently the new v5.8.0 demand higher version of essential tools: PHP 7.2 (planning to be 7.4 soon in the future I assume with EspoCRM 6.0?). And MySQL 5.7, both of which version my hosting does not have unless it is Delicate or VPS.

    This thread will talk about hosting alternative you can use and some information I manage to find out during my research.

    Update to be in Edit and a work in progress post.

    ---

    Finally completed my research and did not want to look for any more. Do you have any that you would recommend before we decide on choosing one?

    Based on my note it look like I'm leaning toward (undecided). Full table below:

    --

    Some note: All $ is considered in USD as that what is usually display on their website. Most price will take as Mid-range Shared hosting, as low range is usually restricted. Price round up if it .95 or .99 (e.g $1.99 will be listed as $2). Price is taken as advertised (usually they show price when you sign up long term plan).

    PHP version is list highest that we can use.
    Host: Fastcomet: https://my.fastcomet.com/order/ssdcloud/
    Version: PHP 7.3 and MySQL 5.7
    Demo: None. 45 days money back guarantee.
    Cost: $15 ($5 per month promo)
    Server Migration: Free
    Other: Winter sale at the moment (first month only discount) $4.95
    Host: https://www.webhostinghub.com/
    Version: PHP 7. and MySQL 5. (also have PostgreSQL)
    Demo: 90 days back guarantee
    Cost: $14
    Server Migration:
    Other: 1-year contract $10 during discount. Not going to bother asking since server migration cost.
    Host: https://www.dreamhost.com/?
    Version: PHP 7. and MySQL 5.
    Demo:
    Cost: $11 monthly
    Server Migration: $99 with shared hosting
    Other: $10 for Basic VPS? That sound OK. But their FAQ say that MySQL is shared server. Their chat was offline so didn’t find out more.
    Host: https://www.a2hosting.com/
    Version: PHP 7.4 and MySQL 5.6 only?
    Demo:
    Cost: $10 ($5 promo)
    Server Migration: Free Migration
    Other: Live Chat not available (need to be customer?). Only accept Contact form. It have CRM Hosting (EspoCRM is include along with many other). This look good. Server located in USA, Europe and Asia only. OK, you need to choose Technical Support rather than pre-sale. This will let you in for the Live Chat. But When I try Live chat I get this, “You are No.72 in the queue.” I think A2 Hosting will be too busy for me and look like they only got MySQL 5.6
    Host: https://www.siteground.com
    Version: PHP 7.4 and MySQL 5.6 (5.7 might be only for their Delicated hosting. Information update thanks to telecastg)
    Demo:
    Cost: $25 (promo $8)
    Server Migration: Only 1 free?
    Other: Very good with PHP Upgrade (from a Blog post I read of theirs). They got a cool chat system. But just notice their Web Space is very limited in size (20GB). Siteground is not considered by us at this stage. They don’t use CPanel and create their own version. Might be good and bad.
    Host: https://www.inmotionhosting.com/
    Version: PHP 7.2 and MySQL 5.7
    Demo:
    Cost: $16 (need Pro for Unlimited website)
    Server Migration: Free transfer
    Other: Their website look oddly familiar with one of the host above. I wonder if it the same company. Their Livechat is rather ugly. Talked to John Be. Quite a nice guy, go back to him if I choose InMotion- Email: johnbe (@) inmotionhosting (.) com
    Host: https://www.bluehost.com
    Version: PHP 7.0 and MySQL 5.6
    Demo:
    Cost: $22 (converted) ($9 promo)
    Server Migration: Too expensive. $224 (convert). Out of candidate.
    Other: I remember last year I considered them to be a candidate. They convert Currency to my country, well that a first. After I finish the chat I notice it look familiar, it look like my host HostGator, currently that their version support is the same I think BlueHost probably own by same Company.
    Host: hostgator
    Version: PHP 7.1 and MySQL 5.6
    Demo:
    Cost:
    Server Migration:
    Other: Don’t bother with Hostgator. They don’t support it at this stage, I’m currently with them.
    Host: https://www.greengeeks.com/
    Version: PHP 7.3 and MySQL 5.6
    Demo:
    Cost: $15 (promo $6)
    Server Migration: Free
    Other: They support Green energy. That cool. They were the first I talked with but I didn’t note it down. Thank Meg D.!
    Host: https://glowhost.com
    Version: PHP 7.3 and MySQL 5.6 (MariaDB 5.7)
    Demo:
    Cost: $7
    Server Migration:
    Other: First one I see, “FFmpeg Support”. Does that mean other host can’t do Video conversation and the like?
    Host: https://cis.net
    Version: PHP 7.3 and MySQL 5.7 (8.0 is for Dedicated server only)
    Demo: 91 days money back
    Cost: $13 (promo $4)
    Server Migration: Free
    Other: They use third party. Hard to get an account. Might not be telling the truth reason.
    Host: https://www.hostinger.com
    Version: PHP 7. and MySQL 5.
    Demo:
    Cost: $11
    Server Migration:
    Other: No Free SSL Certificate. Disappointing considering there is Let’s Encrypt.
    Host: https://www.exabytes.com
    Version: PHP 7.2 and MySQL 5.7
    Demo:
    Cost: $5
    Server Migration: Cost (Unknown)
    Other: No live chat so have to use their Ticket support system. Server Migration not is additional cost which clearly layout in their /servers/server-migration
    page. Probably not going to go with them for now.
    [/code]
    Last edited by espcrm; 02-13-2020, 06:09 AM.

    Leave a comment:


  • yurikuzn
    replied
    Barcodes will be available in 5.8.0 version.

    Leave a comment:


  • yurikuzn
    replied
    > However it seem like I can't just change the Fetch date?

    Yes. There are some technical constraints in IMAP protocol, there's no reliable elegant way to do it. I recommend to deactivate an email account record and duplicate it. Then it will be possible to set a new date.

    Leave a comment:


  • espcrm
    commented on 's reply
    That look good too. I like how this one you can do it through localhost as well. Quickly reviewing the comments I see another issue that was mention:
    "Cons: does not allow https", which is not good but acceptable since our Wi-Fi is restrict to staff only but sometime we allow guest on it (we really should create a separate Guest WiFi). However, if people were to sniff the data while it being transfer from my barcode scanner (phone in this case) to our server (local or internet)...

    But it not just Product that can be barcode, previously I used Microsoft Words to generate QR code (with vCard Capability & Protocol format), we stopped doing that because Mailmerge with Word was too much of a hassle.

    In the future I am the ultimate goal is to plan to use Barcode for Documents and not just Product.
    An example of idea:

    > Workflow > Prefill Task/Documents name / Assigned User / Department / Folder / Link Contact & Account / etc...

    Using a barcode reader I would prefer not to, another Hardware that we won't take care of. Tools preferbly would just be a mobile phone for portability (possible a Tablet for bigger screen but function the same as a Phone).

    ---

    Decide to read a bit further on quaggaJS and it look like it ported from Zxing (I guess he is famous for his barcode library?). Last change log is in 2017 though, which may mean that the project is either dead or there is nothing else to add: Barcode has reached it peak(?)
    Last edited by espcrm; 01-31-2020, 12:32 AM.

  • espcrm
    commented on 's reply
    EspoCRM email relationship linking is super fast. Initially I thought you need to wait for the Workflow/CRON execution to be complete before email is linked.

    However right after I add an email to an Contact, all much with that email is instantly linked to the Contact and I can view the list of email from them. It is amazingly discovery in term of the email system!

    I still have trouble with the fetching though, see Comments https://forum.espocrm.com/forum/gene...5116#post55116

    I decided to go ahead and just remove the email, add back the personal email. This time I fetch well beyond the require date (first email in 2016), I fetch all the way from 2000 (I assume that it will only start fetching from 2016 and not waste time trying to find email beyond then).

  • tothewine
    commented on 's reply
    I found this but some of the reviews mention camera rotation glitches and lack of https support. I havn't tested since we don't use barcodes for now.. https://play.google.com/store/apps/d....free&hl=en_US

    I'm pretty sure that with modern js apis a barcode reader could be made inside espo directly :P

    Edit: indeed here it is one js library: https://serratus.github.io/quaggaJS/
    Last edited by tothewine; 01-30-2020, 09:09 PM.

  • tothewine
    replied
    This thread is about entity transfer between EspoCRM instances
    The main show stopper is how to keep all relations when importing manually with php

    Leave a comment:

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