crmclients
Senior Member
"Doing stuff"
Last Activity: 01-27-2026, 07:50 PM
Joined: 07-21-2020
Location: CA
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Multiple instances & Theme reset?
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...
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Like this
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Yes just for developer notes on what's happening for that particular Lead Capture -
Please add a notes field to Lead Capture
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... -
very cool, looking at all your add ons, thank you! -
Claude AI Transcription & Summary EspoCRM Lead Capture Test
Although the client opted out, sharing my experience in case anyone else has a similar client request.
My Prompt
Can you help me find... -
VOIP Integration Users - Anyone work w/8x8? Other VOIP in US with Zapier / Make etc.?
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... -
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...Leave a comment:
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URL on Menu "open in new window"
When I create a URL link, I think a smoother user experience is to open in a new window automatically or add the common checkbox - screenshot -
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Not ever user in the clients company has a wheel on their mouse - difficult to solve with a hardware requirement -
so it seems the answer...Leave a comment:
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URL on Menu "open in new window"
Just wanted to be sure I wasn't missing something. WHen I create a URL for the menu, it works fine but it takes the user away from EspoCRM.
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Thanks yuri! I will try this! -
Thanks so much yuri, that helps me think through and also explain to the client - I was able to help them see the benefit of using Contacts but the reverted... -
Dynamic Logic need help with formula
I am trying to prevent saving the Lead if the Age is less than 62
I was using the Dynamic Logic on the Age field that is calculating the... -
I understand the process , all Contact info has its own place, possible uses with Invoice SO etc however they only track name ph email address (loan application)...Leave a comment:
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shalmaxb Yes Adv Pack comes with Cloud, but there is no ability of a field type "email" for Lead module so there is one place to on conversion...Leave a comment:
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