User Profile

[dreginald]

You can bring to the Bottom Panel with Version 9. See the screenshot attached.

if you want this in the detailed view there are unofficial...

[dreginald]

You may give the Calendar Event name as the Lead Name (parent for the event you want in the calendar event)

[dreginald]

With workflow. Trigger > creation, Updated Target Record and set the reminders

[dreginald]

Create grid report with entity type Email and try the fields as per the screenshot (modify as per the data captured in your
application)
...

[dreginald]

https://docs.espocrm.com/administrat...linkmultipleid...

[dreginald]

https://www.eblasoft.com.tr/espocrm-.../ebla-list-pro this unofficial extension will help

[dreginald]

Use Base Plus Type for Projects Entity

[dreginald]

You can add a Phone Number field with script and write formula to copy from Lead. Or you can create a Foreign Field for the Phone number (only Primary...

[dreginald]

First: What do you mean by Parent entity? I created a new entity, which doesn't have a parent entity. There are a couple of links, but in the new entity...

[dreginald]

[QUOTE=just_me;n114676]Second first: There seems to be already a field for this, but i cant select it to be shown.

A field created will be...

[dreginald]

Have you tried Flowcharts??

[dreginald]

If the entity has a relationship (Many) with the Parent Entity with Link Field ticked, you can bring to the Bottom Panel in Layout

With regard...

[dreginald]

Yes. You are right. We need to keep updating the training material, in line with the documentations

[dreginald]

Hope it met your requirement

[dreginald]

You can embed on dashboard as attached. Sharing few video links of general user process that you can paste on your dashboard
https://youtu.be/u...