User Profile

[yurikuzn]

Thanks for reporting. This is difficult to fix issue.

[yurikuzn]

Hi,

Formula script is executed when target record (account in your case) is saved. For your requirement it won't work.

You can...

[yurikuzn]

In 5.8.3

* 'Lead Created' field won't be displayed if no access to Lead scope.
* 'Revenue' won't be displayed if not access to Opportunity...

[yurikuzn]

Conditions won't work here.

In the 5.9 version it will be possible to define different layouts for teams.

[yurikuzn]

You can setup so that case will be created on email receiving https://github.com/espocrm/documenta...gement.md#emai...

[yurikuzn]

5.8.3...

[yurikuzn]

In the next version it will be possible to add backward links for Target field of User Task. In entity manager. So that, it will be possible to add has-children...

[yurikuzn]

Hi,

Not possible for now.

[yurikuzn]

Hi Tim,


You can utilize afterSave hook https://github.com/espocrm/documenta...pment/hooks.md.

   $note 

...

[yurikuzn]

Hi,

https://github.com/espocrm/espocrm/b...html/main.html
https://github.com/espocrm/esp...

[yurikuzn]

There's no out of the box.

You can create a relationship between opportunity and process user task. And then use formula (or workflow) to...

[yurikuzn]

Case entity type is supposed to be utilized for Customer Support Tickets.

[yurikuzn]

> it is extra work

For you it's an extra few minutes. For me it will be days and complication of the system, possible bugs etc.

[yurikuzn]

Hi,

> can you comment on the first point?

There're design and technical issue with this. Not planned for now.

[yurikuzn]

> I still believe that Process User Tasks should be configurable like normal Tasks in Layout manager so that you can set their position within the...

[yurikuzn]

Hi, I will check.

[yurikuzn]

And link name should start with lower case letter. Q => q

[yurikuzn]

Hi Chis,

I would debug the sending functions to find out in what place attachments are lost.

https://github.com/espocrm/esp...

[yurikuzn]

Solution was very difficult. Will be in the next release.

[yurikuzn]

Hi,

Created By can''t be updated. You can do it directly in database.