User Profile

[victor]

For GlobalStream and Stream, you should check the EspoCRM logs. If there is nothing in the logs, then reproduce the problem by opening the browser console....

[victor]

The Address field is quite complex and you cannot import data directly into it. The Import file should contain more than one Address column (depending...

[victor]

A simple but paid way is to find a developer/customizer who will do it for you. Or contact EspoCRM technical support for paid support with a similar request....

[victor]

Thank you for such kind words.

[victor]

If User A is a member of XYZ team and XYZ team is added to each Group Email Account > "Teams" field, then when creating or replying to an...

[victor]

Note that the two different links describe completely different solutions: one for BPMN, the other for Campaign.

Also, please read the instructions...

[victor]

Of course, that's how it should be. It connects separately to the first Personal Email Account (with IMAP), separately to one second Personal Email Account...

[victor]

Example:
1. Create a separate Lead Capture form with a unique Source value (screenshot 1).
2. Use this unique value in the Conditions of your...

[victor]

1. If you have given all teams access to all Group Email Accounts, then each User from these teams will definitely be able to select the email addresses...

[victor]

Similar topics have already been discussed on the forum. You may find this useful:
- For BPMNs: https://forum.espocrm.com/forum/general/85368-s...

[victor]

Create a Group Email Account for each team. And in the Teams field, specify the appropriate team.




The role added to...

[victor]

I don't think this is possible at the moment.
It's worth creating a template for SalesOrder. And then you can add a list of related Delivery Orders...

[victor]

If your User is logged out for IMAP > Graph API, SMTP > Graph API and Calendar, then he remains logged out until the token expires or until the...

[victor]

Regarding your first request, you can do the following:

1. In your_instance_name/data/config.php, set customPrefixDisabled to true.
   
   
2. After

...

[victor]

Using Workflow (even by the formula), you can copy data from Lead Capture to the case/ticket you are creating. At the same time, you can have separate...

[victor]

I encountered a similar situation today on a test instance: I had access to the SMTP of Group Email Account (and no Personal Email Account was created...

[victor]

This Regular User should have Edit and Delete rights not only to the current entity, but also to the entity displayed in the Bottom Panels. For example,...

[victor]

A similar topic was discussed earlier: https://forum.espocrm.com/forum/exte...d-to-an-entity.

[victor]

According to your screenshot, the User Portal only has read access to its own "name".

[victor]

If you have configured SMTP correctly for your Personal or Group Email Accounts and test emails are sent correctly directly from these Personal or Group...