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Hello everyone. Is there a way to run a workflow or process from lets say a account record view. An example would be lets say I want to send a customer a welcome email. I would go to their account and press a button or something like that which would run the workflow/process. Anyone know of any solution that would work? I already own all the espocrm extensions and have them installed. (I also know I can automate this task but its just an example. Someone task I would need to review myself).
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Hello,
with this fantastic CRM all is possible .. just need some skill ( i have not all skill !)
here what i think :
and just add a button in views.. who call this "service".
see all documentation in github
Regards
If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks. -
It will be considered to be added in the future.If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.Comment
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It would be great to have such a feature on newer versions.
I'm missing the convert (as on leads) for other objects too.
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