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If anyone is interested - i have built a commercial extension in the past which does the job. The idea was when the user log into the crm a modal displaying...
Last edited by rabii; Today, 08:24 AM.👍 1 -
In the email template you will be using insert this <a href="{optOutUrl}">Unsubscribe</a> and once a target (recipient of an email)... -
have a look at this - it is already covered in documentation
https://docs.espocrm.com/administrat...es/#opting-out... -
If you want similar experience from the Sales Pack you would need to write code and it i snot easy task. I would advise you to buy the Sales Pack as it...Leave a comment:
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I am not sure if this will be considered as this is a business unique process. If i understand you are stuck when creating a form (record) and want to...Leave a comment:
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Mpdf is a solid one too. I did an implementation of mpdf as a second engine for espocrm and it worked well. some features added with this engine as below:...Last edited by rabii; 01-30-2026, 08:56 PM. -
It checks if field is set or not - also checked null vs not null.👍 1 -
you can use Dynamic Handler - it is easy to implement and would allow you to set fields as read only
https://docs.espocrm.com/developme...Leave a comment:
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i think it is the same as the body you can access entity data in footer too....Leave a comment:
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That is all doable with espocrm of course would require custom development but not as a SaaS as it is not permitted by espocrm license - so they need...Leave a comment:
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if you have done already the work. i would suggest to create a workflow so that when a lead is created by the referral then auto-assign using one of the...Leave a comment:
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you can try something as below using API BeforeSave
...PHP Code:if (
entity\isAttributeChanged('cAge') &&
cAge
👍 1Leave a comment:
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This won't work as it will throw an error
Invalid datetime format
Best way to copy date from a date-time to a date field is...
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