EspoCRM transformation - Customer summary

[crmclients]

also trying to do this client request to put Lead first + last name as Opp Name, workflow is breaking the relationship, I know I am creating the formula...

[crmclients]

thanks so much shalmaxb, I found the links researching and got 404 each time, I appreciate you closing that gap, I was wondering what happened; telecastg...

[crmclients]

Looking for this too, ability to create a button on a Lead/Other record would be great
Currently have the Meeting status updating the Lead status...

[crmclients]

Could version no control right?

Just would be nice not to have drastic change, be sure to separate, this is my user experience, one day purple,...

[crmclients]

Be sure you are testing both % and px in your layout,

FWIW I find % is easier and certain fields can always be 7-10% e.g. Dates, Status,...

[crmclients]

Sometimes we are all configuration and code and less advertisement of how EspoCRM is benefiting the client.
My Claude AI inspired January summary...

[crmclients]

I am user hoping to help people understand impact and how your product is used - maybe incentive to figure out an extension if the client goes to Ultimate....

[crmclients]

Have to agree to disagree, it's no longer there to use. Trendy is not always desirable but I understand product development motivation is often external....

[crmclients]

Hello - Back in EspoCRM every day now and there is something I have been trying to reset for a while, sorry if I missed it but there used to be darker...

[crmclients]

Like this

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[crmclients]

Yes just for developer notes on what's happening for that particular Lead Capture

[crmclients]

Would like to add notes like "API sent, vendor tested 1/21, requested 'phone' to be added to payload" etc.
I have 7 LC for a client all...

[crmclients]

very cool, looking at all your add ons, thank you!

[crmclients]

Although the client opted out, sharing my experience in case anyone else has a similar client request.

My Prompt
Can you help me find...

[crmclients]

Checking to see if anyone has worked with 8x8 to implement an extension for EspoCRM Cloud or other work you may have done with them?

Client...

[crmclients]

I second this feature! I have a client who will spend $220 extra per month and $350 in implementation fees for AI and recording with their current VOIP...