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crmclients

Senior Member

"Doing stuff"

Last Activity: 05-19-2026, 04:19 AM

Joined: 07-21-2020

Location: CA

Name

Last Activity

Claude AI Transcription & Summary EspoCRM Lead Capture Test (Topic in the General Discussion forum)

01-23-2026, 12:03 AM

Cloud Formula: Create a Meeting when Opportunity is created (Topic in the Developer Help forum)

06-18-2025, 09:41 PM

Cloud version: Anyone able to create an email field that invokes email application? (Topic in the General Discussion forum)

01-08-2026, 09:54 AM

Cloud version: Anyone able to create an phone field that invokes phone application? (Topic in the General Discussion forum)

12-31-2025, 02:31 AM

Cloud version: What's the best way to lock down Lead data on Converstion (Topic in the General Discussion forum)

05-04-2026, 04:55 PM

Cloud: Layout view where you can see when Reports are created and who created them? (Topic in the General Discussion forum)

03-18-2026, 07:41 PM

Conditional Visibility, very cool (Topic in the General Discussion forum)

08-29-2020, 05:00 PM

Contact field on new record is not blank (Topic in the Developer Help forum)

09-04-2020, 11:13 PM

Convert Lead to Account with the same name (Topic in the General Discussion forum)

02-06-2026, 03:56 AM

Create Invoice with Line Item from a linked Product (Topic in the General Discussion forum)

10-31-2022, 04:38 PM

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