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[victor]

I can't reproduce your issue:


A possible cause could be a problem with your browser cache or with the EspoCRM cache. Try to Export...

[victor]

User must be a member of "Team A" to be able to see posts that are marked with "Team A". Or "Team A" must include the role...

[victor]

Edit the name of your Tab-Break:

1. Hover over Tab-Break and a pencil icon will appear (screenshot 1).
2. Enter the value you want...

[victor]

I don't think this is possible or advisable.
As a workaround, add the members of the desired team to Members.

...

[victor]

In my example, instead of "Scheduled Task", I used "Visit". The rest is similar to what you wanted.

1. Relation between...

[victor]

If you have coding skills, you can copy the required fields from "fields" instance_name/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json...

[victor]

I don't quite understand your question:
- You want to create fields in your Person type entity identical to those in the Lead entity.
- Or...

[victor]

goldstrikn,

The Is System checkbox will be checked automatically after you specify the identical email address from the Group Email Account...

[victor]

If you have created a template for an entity, but the "Print to PDF" button does not appear, then you have a problem with your browser cache....

[victor]

1. In the global Role for API User, grant full access to Project and Project Board entities.
2. Add API User to each required Project manually:...

[victor]

I meant that a User with the "Admin" type sees absolutely everything regardless of the Role assigned to him (the Global Role, specified in Administration...

[victor]

Project Tasks are not regulated by Administration > Roles > Role_name (as in the your screenshots). They are regulated separately within a specific...

[victor]

1. In the desired Layout (for example, in List view) for your entity, hover your mouse over the name field.
2. Wait for the pencil icon to appear...

[victor]

Without coding skills, you are unlikely to be able to create a similar entity.
However, you can create an entity with the Person type. It will be...

[victor]

EspoCRM 6.0.4 was released 5 years ago. We recommend updating your instance and Sales Pack to the latest versions.

[victor]

1. When you click on All, do you see a list of imported emails?


2. In the settings of this Personal Account, do you see a list of...

[victor]

You used the wrong ID:

1. Go to your Lead Capture and copy the ID from the browser address bar:

2. In the Workflow you created,...

[victor]

Send screenshots of your workflow and Lead Capture.

[victor]

Create a status2 field with different statuses for another pipeline. Each team will use its own field.

[victor]

- Enable Debug mode: https://docs.espocrm.com/administrat...oubleshooting/.
- Uninstall and remove absolutely all extensions.
- Upgrade...