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[victor]

It seems that you have created several relationships and are using several instead of one. You already have a similar topic with an answer https://fo...

[victor]

Only for Assigned User will work....

[victor]

What I tested for my purposes did not cause any problems (and I experimented quite a lot, including relationships). The main thing is not to delete the...

[victor]

In the Timeline mode for EspoCRM Claendar, to indicate a more accurate time of the start of the event, you need to use the scroll on the mouse, namely,...

[victor]

Sorting is configured as a whole for the entire entity in Administration > Entity Manager > Entity Name > Edit in the Default Order (field) and...

[victor]

https://docs.espocrm.com/administrat...ows/#scheduled...

[victor]

For new records, this formula does not need to be recalculated, and it will work automatically if all the data is filled.
And for old records, the...

[victor]

Please wait for EspoCRM 9.0.0.There is no such problem.
Or you can test it yourself on EspoCRM 9.0.0 master.

[victor]

I can't reproduce. Please send the original image you use and export your template (and send it too).

...

[victor]

You can use a Workflow, which will fill the First Name field with a value from your field, if it was not specified during creation:

...

[victor]

rfrancocantero,

It looks like you have done some manipulation with the EspoCRM files/code (especially those related to Task and Team entities)....

[victor]

Supplement toStep 1 of these instructions.

How to save on active licenses from Microsoft:

The use of an active license from...

[victor]

@item,

I honestly didn't understand your question and how it relates to Outlook Shared Email setup.

[victor]

Most likely, you are missing the name field when creating the record in the Destination entity. Or filling in this field is optional, and after creating...

[victor]

1. Having the ID of the file, (for example, https://instance-name.com/?entryPoint=download&id=677bece6b90148052) you can go to the link and if the...

[victor]

This is a very broad request, and if you plan to configure everything yourself, you should have more specific topics for each request. Or it is better...

[victor]

Hi zkuun8,

There is already a topic on the forum about setting up Shared Email for Outlook: https://forum.espocrm.com/forum/extensions/9...

[victor]

It is probably better for you to write in the developer branch, and first read this article yourself: https://docs.espocrm.com/development/duplicate-...

[victor]

With a One-to-Many relationship (Contact > Donation) in the List Report made for the Contact entity, you can only display a column with the names of...

[victor]

Hi crmtesting,

• Create a List Report that leaves only the records you need in the report.
• Create a Report Filter, that will include the List Report

...