User Profile

[victor]

Hi snoo,

Try to delete the image from template -> save the template -> make a rebuild -> re-insert the image into the template -...

[victor]

1. Go to Administration -> Entity Manager -> Property -> Relationships and create another one Relationship (as shown in screenshots 1, 2)....

[victor]

Please show schematically on the screenshot where this field should be in the final version?

[victor]

Hi Scram,

This field already exists, you need to display it on Layout in Administration -> Entity Manager -> Property -> Layout...

[victor]

Please send the logs of this error and a full screenshot.

[victor]

Hi yberges,

Please try to completely delete the email account from EspoCRM > then Rebuild system in Administration -> Rebuild >...

[victor]

Hi lukasz412,

You need a workflow that will have a Trigger Type "After record updated" and Action (Update Related Record) screenshot...

[victor]

For several records, there is a special formula recalculation function. If we are talking about one record in which we work, then the simplest option...

[victor]

Pablo,

The simplest BPM requires a start condition, some action and process completion. In our case, the condition that the recipient clicks...

[victor]

a. So we create a contact Step 1 in screenshot 2 (you can just use Start Event as in screenshot 6).
b. Step 2 in screenshot 2 sends the letter...

[victor]

Hi Pablo,

The point is that Tracking URL cannot work without using BPM.

I recreated the most simple and working version:...

[victor]

Hi Russ,

The duration field is not available in the workflow conditions, but it is available in the Administration > Entity Manager >...

[victor]

Hi romach,

Only admins can create users. An intermediate option can be a manual switch in the User profile in the Type field from Admin (when...

[victor]

Hi ctheuring,

Please describe the desired functionality in more detail. If you can, please attach screenshots or a diagram of what you want...

[victor]

Hi Jakub Grufik,

It is better to divide into three different workflows, where changing the Boolean field will set today's date.
Or...

[victor]

Hi espcrm,

The name of the PDF file will be taken from the Name field.

That is, before clicking Print to PDF, you must have...