User Profile

[heint]

Greetings, Pierre,

It seems like you are using a Many-to-One relationship between Person and Opportunity. For some scenarios, the system...

[heint]

In reality, you can have multiple admin users in your system, where the first admin can create another admin user via UI user creation or change the user...

[heint]

Greetings, Azraelz,

For this purpose you can use the sumRelated formula of the workflow.

On my side, this formula looks the...

[heint]

Greetings, Potpourri,

To analyze this problem further, please follow the link from EspoCRM documentation and enable Debug mode for your instance:...

[heint]

Greetings, Vincent,

Since Reports already has a feature to send scheduled emails with a target report, but with a minimum range of one day,...

[heint]

Please, try to enable debug mode for your instance following steps from documentation: https://docs.espocrm.com/administrat...hooting/#debug...

[heint]

Greetings, gzeli,

What exact EspoCRM version are you on? Also, what specific entity are you trying to export records of? On my 9.2.2 Espo,...

[heint]

Greetings cjblue,

Could you please share the whole workflow, including the Action type of the workflow and Detail page?

And...

[heint]

Greetings,mevisy,

The described feature works only for users who are not currently in the system. Basically, you will not get a notification...

[heint]

Role permissions for the target entity the user is trying to export are required.

[heint]

Greetings, Triggerz,

You can try this option:
1. Set permission for export in the target role to yes.

2. Disable export...

[heint]

hmm, I guess the only way here is to upgrade your system to one of the newest versions by following the steps from the documentation link:
http...

[heint]

The system will consider "own" types of records only for users who were added to the "Assigned User" or "Collaborator" default...

[heint]

Greetings,bibinthomas,

Please, share some screenshots to understand the built logic better. Especially screenshots of Lead/BasePlus entity...