Log in as Portal User

[emillod]

Great job!...

[emillod]

Hi there,
It would be beneficial for admins to log in as portal users, similar to how they can access regular user accounts.

[emillod]

Oh, you're right! I had to reconfigure few things and it's working! Thank you very much !...

[emillod]

yuri we can apply filter for the relation, it would be great if this filter would also apply in autocomplete dropdown....

[emillod]

Yes, it's feasible starting with version 7.x, I'm aware. I'm committed to educating users and administrators to the best of my ability.

[emillod]

I suggest creating a detailed bug report in the appropriate category on the forum. If the developers deem it necessary to address, they will provide a...

[emillod]

Yeah, it looks like a bug...

[emillod]

Interesting, you can try it here: Schedule training seminar for Sales Team (espocrm.com)
I'll check few more things.....

[emillod]

Hello,
i've tried that and it's working. Are you sure that you've set conditions for proper field?


here you have screenshot...

[emillod]

This is merely a feature suggestion for your consideration. In my view, non-technical users often struggle with inadvertently moving dashlets due to unfamiliarity...

[emillod]

Hello Everyone,
Is there a possibility to create conditions for the visibility of dashlets? Users may require a dashlet to be visible only if it...

[emillod]

I don't see any images. Basically you can set view conditions in fields....

[emillod]

Have you checked documentation?
Backup and restore - EspoCRM Documentation

[emillod]

That's correct. Entity level specify whether user can edit/view/remove own records, team or all. If user have access only to his own Quotes, he'll be...

[emillod]

Have you tried to add address field into converting field? As far as i remember it should have the same name....