Insurance Broker looking for help configuring ESPOCRM instance

[lmcelroy99]

Need help configuring EspoCRM properly. We’re dealing with duplicate company/contact records during import, need the correct way to link multiple contacts...

[eymen-elkum]

Hello EspoCRM community 👋

As we approach the end of 2025, we at Eblasoft would like to thank the EspoCRM team and community...

[Ajay Pandey]

Hi Team,
We need to integrate whatsApp with EspoCRM, please provide some extension for it so that we can do it smoothly.

[abhilash.kumar.niit]

Hi i am using espocrm on 3 different environments

1 dev
2 uat
3 prod

i am doing the code and other tasks on dev...

[IshitaRana]

Hi,

I'd like to create a custom page in EspoCRM that acts as a homepage after user login. On this page, I want to display tabs like "Project...

[IshitaRana]

Hi,

If I assign a user to two different teams, and each team is assigned a different layout set, and both layout sets define different layouts...

[IshitaRana]

Hi,

I’m trying to implement a validation check when replying to an email in EspoCRM, specifically for cases where the origin is set to...

[IshitaRana]

Hi,

I’m trying to implement a custom validation on the reply functionality.


When replying to an incoming email, I want...

[Blockhouse_IT]

Hi all,

We’re running into an issue while trying to upgrade EspoCRM from version 8.4.2 to the latest version. During the upgrade process,...

[Gomez]

I'm running 9.0.0 via a script install.

I'd like to update to 9.0.6 but when I run the script update command -

sudo /var/www/esprocrm/command.sh

...

[abhilash.kumar.niit]

Hi can i show the related lists in the tab break in espocrm? i am aware that the related lists comes in the bottom but i want to show it in the tab panels....

[astieche]

Hi everyone,

I’m in the process of setting up an automated email notification to alert a user whenever a lead is assigned to them. I would...

[mfliorko]

Currently, CampaignLogRecord contains records of Mass Email campaign activities - Sent, Opened, Opted Out, etc.
We figured out that CampaignLogRecord...

[conceptmedical]

I have created a custom button in contact and trying to call ajax on click event but not getting any response.

Espo.define('custom:views/contact/detail',...

[crmclients]

Hi Guys

I created this formula yesterday and it worked perfect - this morning it is changing the status on every record instead of every...