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  • Scrolling / Read Receipts

    Hi All,

    After going through at least 2 commercial CRM systems and 2 other open source systems, we found Espo to be bang on our needs and easy to use and setup, so thank you for providing a well thought out system. I just have few simple questions for a newbie.

    1. Scrolling for the accounts / contacts list - when the lists are brought up there is always a "more" button down the bottom. To assign tasks to multiple accounts (which we have learnt to set up from the forum tks) it would be easy to scroll the entire list, is this possible at all, or have more in the list displayed on screen? I guess if not possible the only other way to do this is group the accounts and sort by for a consolidated view.

    2. "Open / Read" Signals for personal emails - Due to our structure we are using personal company emails for contacts just at the moment, is there anyway to have an indicator of when read / opened when an email sent to a contact. Zoho did do a good job of this with the little alarm bell up the top indicating all customer activity, it was good to see what was actually happening.

    We will be going forward with the system for the long run so again well done!


  • #2
    Welcome Laet in our community.
    1. You can change amount of records. Here you have param "Records Per Page": https://demo.espocrm.com/?lang=en_US.../userInterface
    2. You want to have notification when your client open an email? Or internal user?

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    • #3
      Do note:
      I think there is a limit of 200 maximum display? Not unless you disable the code and increase that higher. Then you would need to click "More" after 200.

      I just did a test and the error will popup as follow:
      Records Per Page should be between 1 and 200
      Now with the second question, emillod I believe, this is Email Read/Receipt (that is: Email Tracking or Read Receipts request), I believe the Campaign got URL tracking but that require clicking on URL, I'm not sure on how about doing Read Receipt (with small hidden image or cookies). As far as I'm aware there is no current feature that can do this.

      Now that questions has been answered, here is a plugin of the "wiki": https://github.com/o-data/EspoCRM-Le...nd-Design/wiki
      A collection of thread that might interest you.

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