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[victor]

Please describe your request in more detail. Perhaps with screenshots.

[victor]

9.1 https://forum.espocrm.com/forum/gene...0-after-update

[victor]

Uses https://docs.espocrm.com/administrat...ows/#scheduled plus your Action to send an email with your Email Template.

[victor]

Speaking from the point of view of simplicity - the easiest option is installation by script (like yours): https://docs.espocrm.com/administration/in...

[victor]

As a workaround, you can use a simple workflow (Action on the created Note can be complicated). Advanced pack extension is required.

...

[victor]

You are right, if your client has a link to a zoom meeting - he will be able to join the meeting without a Zoom Account.

For example, you...

[victor]

Last point changed

[victor]

- Try not to create unnecessary fields, relationships and entities.
- Periodically do Hard Rebuild: https://docs.espocrm.com/administration/com...

[victor]

Please send a screenshot of your Actions. You are most likely trying to send an email to the wrong address.

[victor]

If I understand you correctly, you should add not "SUM:amountEUR", but "SUM:amountEURConverted" to the Report. And it is in "SUM:amountEURConverted"...

[victor]

From official documentation:



In one of your Grid reports, grouping is done by two fields.

...

[victor]

Support for 9.3+ starts with php8.3. So there is nothing surprising in your error.

EspoCRM v9.2.7 works fine on both php8.2, php8.3 and php8.4....

[victor]

You can find the entire necessary set of commands for "Installation by Script" in the documentation: https://docs.espocrm.com/administratio...