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[emillod]

As far as i remember you have to choose parent record as well. After that choose Email Template and it should fill the body field.

[emillod]

It would require some kind of adjustments.
1. It's possible to add button in detail view which would automatically open PDF view, instead of going...

[emillod]

This is mainly matter of permissions. It's possible to adjust this in many ways, the question is what's user access to accounts entity?

[emillod]

Please look at documentation: clientDefs - EspoCRM Documentation

[emillod]

Hello,
you can display a report in panel under specific entity with amount or if you'd like to load this information into field, you have two ways....

[emillod]

It requires coding unfortunately. You can ask EspoCRM to add this featuire, but they're pretty busy....

[emillod]

You can add a panel to home dashboard with cases and set there auto-refresh time. That's the easiest way.

[emillod]

Yep, it's possible, we've added for example help icon to show sidepanel with bug form report ...

[emillod]

Great work ...

[emillod]

If you're doing it via GUI you can think about previousStatus field where you'll be storing value of previous status like in Opportunities.

[emillod]

Extension is not available now, because we've prepared that for our company. We have to think how to convert this to something for customers which may...

[emillod]

I'm not sure whether i understand but it seems like a matter of permissions in Portal?

[emillod]

I'm not sure how it works with google meetings, because we're working with microsoft teams and we have our own solution which:
1. Creates meeting...

[emillod]

Zoom Integration?

[emillod]

Dear cameronwilley
that it's called link with primary, you can read about it here: Link-multiple field with primary record - EspoCRM Documentat...