User Profile

[dreginald]

If you are only looking for a Group Tab, you can do this easily at Administration> User Interface> Navbar> Add Group Tab...

[dreginald]

Please. If an additional relationship between Account and case created with Link Multiple Field ticked, you should be able to map the Account Name

[dreginald]

Thanks. Useful Extension

[dreginald]

You require an Advanced Pack. Write a workflow to convert to Contact on Mass Update of Ticking a Boolean Field

[dreginald]

You can create a new base entitiy> Target List Category and link it (One to Many) with the Target List

[dreginald]

Write a Sequential Workflow to run after creation of the Related Entity.
Action of this Sequential Workflow is to post the ID to a varchar field...

[dreginald]

ESPOCRM is definitely a better alternative to Hubspot. I have migrated from Hubspot to ESPOCRM

[dreginald]

Yes. Built-in Duplicate check works as per the access rights.
You can overcome this by taking the total count of phone number or email address (fields...

[dreginald]

Sales Commissions can be customized using formulae of ESPOCRM as per our business logic

[dreginald]

name=string\concatenate(accountName, "-", firstName, " ", lastName);

[dreginald]

Is it the header you are referring to is the "Name" field of the Lead entity. if yes, you can write a formula to concatenate name with any of...

[dreginald]

One more video on import process https://youtu.be/Ismx5adeRqY?si=u_TtCzNMfOzrT5SB

[dreginald]

Also you are write a workflow to assign the team 2 once the status is changed to "completed"

[dreginald]

The newly created relationship between Account and case can be mapped by writing a formula in case account1Id=accountId

[dreginald]

We can provide you the necessary support. See some of our works at https://www.youtube.com/@raalinkinno...s250/videos.If OK, we can discuss the co...

[dreginald]

Till release of version 9.0, you can try out intelligently designing teams and roles, and writing formula to link and delink teams, as required by your...

[dreginald]

We can help you configure it.Please see some of our works at https://www.youtube.com/@raalinkinnovations250/videos

[dreginald]

If you are looking to configure a business process with ESPOCRM extensions, we can help you. You can see some of works done at https://www.youtube.co...