Hi,
This is our scenario:
Entities in CRM
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(1) Account: We have 2 types of accounts...
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Automatically setting the filter when selecting entity records
Last edited by murugappan; 03-03-2024, 03:44 AM. -
E-Mail Workflow and Calls
Hello,
Emails are received with the subject “Call from” and a defined sender. These trigger the creation of a new incoming call. That... -
Export/Import entities and relationship
Hi all,
I have 3 custom entities with some relationship between them. I usually export entity data using the "Export" action on... -
Entity Field with key and value for user to enter
Hello,
is it possible to have a field on an entity where users enter a key and an associated value which can later be used in a pdf template... -
Update Record after relationship deleted
Hello everyone
I have this configuration in EspoCRM. There is two entitys:
Contract/Implementation; Case.
In "Case"... -
Reminders in v8.0.3
Hey guys,
I recently upgraded from v7.1.11 to v8.0.3.
Previously, while creating a Call or a new Meeting we could configure the Reminder... -
Phone & Email Fields with 2 Open records by default
Hello, I have 1 phone field and 1 email field in Account Form.
I need to have the Phone Field and the Email Field, by default, have 2 open placeholders...1 Photo -
tree view on record selection
Hello, I have the Product Category entity related to the Opportunity entity, when I want to select a Product Category from an opportunity it shows me...
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Seed data into DB upon extension installation
i am working on an extension and i need to be able to seed database with some record upon extension installation. what is the best way to seed data into... -
Reference stream posts & status changes in PDF templates?
Hello all!
I really want to include all the non-internal Posts and Status Changes in the PDF for Cases somehow.
Tried to rtfm... -
Search in Sales Orders or Invoice items
Hi
Im building a CRM for a bike shop. When they sell a bike or several bikses, they wanna write some unique numbers on each item on the sales...1 Photo -
API "Create Note" on custom entity fails
I want to add some note to stream of certain records in a custom entity, via api.
The example in https://docs.espocrm.com/development/api/strea...Last edited by fernando.giacomino; 01-16-2023, 01:25 PM. -
simple way to run javascript after page load
I wanted to show all kanban cards that was not updated for a while in another color. So I wrote this script which works great, marking all cards not updated...Last edited by jensolsson.se; 12-26-2022, 01:05 PM. -
entity\ any formulas not working
Hi,
I try to calculate the sum in another table and count the number of records, but I don't get the results.
Why don't working any...3 Photos -
Calls Filter Not Applying to Contacts Report?
Hello,
I'm trying to achieve a simple report result: Contacts that a given sales person has NOT yet called at all, along with other filter...3 Photos