User Profile

[victor]

No, because it copies customizations, not data from the database.
If you need both data and customizations, you can consider the official free Export-Import...

[victor]

You can create your own extension, but this functionality already exists: https://github.com/espocrm/espocrm/issues/2794.

[victor]

Your requests in both messages in this thread cannot be implemented without the Advanced Pack extension.
Using the Advanced Pack + Target Lists...

[victor]

MailChimp documentation: https://www.espocrm.com/features/mailchimp-integration/.

The main principles of this integration:
- Form a...

[victor]

if (!account.phoneNumber){
    CODE
}

For example in Administration > Formula Sandbox you can run:

if (!account.phoneNumber){

...

[victor]

Most likely, you are using some custom Theme in Administration > User Interface, which was pre-installed using an unofficial EspoCRM extension. I personally...

[victor]

I can suggest the following workaround: https://www.youtube.com/watch?v=DAfIGv-dafM
It will work in the same browser for the same user until you...

[victor]

With the Advanced pack extension you can use the Report Filters functionality: https://docs.espocrm.com/user-guide/...report-filters.
How...

[victor]

When you need to open something in another window, just click on the mouse scroll wheel instead of the left button.

[victor]

Hi shootify,

- Enable Debug mode: https://docs.espocrm.com/administrat...ng/#debug-mode.
- Reproduce the error.
...

[victor]

The simplest option in this case is to create a Role for Regular User (people who refer leads), which will have a minimum number of permissions.
...

[victor]

Most likely there is no bug. Please check what values you have set in Administration > Settings > Decimal Mark.
It seems that you simply...

[victor]

mudokai,

cYourFieldName = datetime\format(dateStart, 'America/New_York', 'MM/DD/YYYY');

More about this formula: https://do...

[victor]

From the existing functionality, there is support for saving files on AWS S3: https://docs.espocrm.com/administrat.../#file-storage.
...

[victor]

Such functionality cannot be implemented through the UI, and you will not be given access to the Espo Demo files.

[victor]

It is better to create this topic in https://forum.espocrm.com/forum/developer-help.
Since the functionality you described is basic and cannot be...

[victor]

If I understand you correctly, you are asking about the functionality of different types of Reports: https://docs.espocrm.com/user-guide/reports/, which...

[victor]

philippe.kirschey

Similar requests have been considered before:
https://forum.espocrm.com/forum/gene...et-search-filt...

[victor]

It was a pleasure to help you, and thank you for your appreciation :-)

[victor]

As I wrote above, without using the Outlook Integration extension you will not be able to interact with Outlook via EspoCRM.
You can register a...