- Contact
- Contact Categories - which contains category name and required number of visits
- Meeti
50 results in 0.0040 seconds.
-
Help with creating report
Can someone help me create report from 3 entities -
Example: BPM with Case entity - sending email
Just sharing this as an example for others. This is a BPM Script Task for a case entity that sends an email to the Contacts specified on the Case, as...Last edited by qpoint; 11-23-2023, 12:34 AM. -
Manual Workflow for a User Or Users
Hey guys,
Currently the manual workflow works great for teams but it would a plus if there could be an option to assign the workflow button... -
Manual Workflow Button On smallDetail view
Hi,
It would be great to have a manual workflow button added on both detail view and smallDetail view, sometimes the user would need to... -
Create Portal User via API, or without Administrator?
Been researching this one and not seeing a way around the issue:
How can Portal Users be created without Administrator access?
... -
Show Workflow Manual (Buttons) on Small Detail View.
It would be nice to show the workflow manual buttons / dropdown actions on the detailSmall view this way the user will have a better experience taking...Last edited by rabii; 11-08-2023, 09:27 AM. -
Add Action (Update Process Record) to Workflow
It is very useful to have (Update Process Record​) Action added to workflow if both Workflow and PBMN share the same logic somehow. the reason is the... -
Apply template to report automatically & send report to contacts
We are sending reports to different parties in our crm and currently we are limited to use only template manager existing templates to send the report... -
rabii started a topic Advanced Pack: Ability to specify how many records should be returned by report.in ExtensionsAdvanced Pack: Ability to specify how many records should be returned by report.
Hi,
Sometimes we build reports that target certain conditions and everything works fine however we have an issue when we want to limit how... -
Advanced Pack: Feature Request To Improve User Task Flow
Hey,
When using BPMN User Task you have to go to the user task generated and then from there access target record (check the target record)... -
Send email using BCC?
Hi all
This question has undoubtedly been asked before but I can not seem to find it.
When creating a workflow I want to send an email to... -
Ongoing customisation work
Howdy,
Looking for a seasoned professional to help my business improve our ESPO installation.
Initially, we are looking for- Installation
-
Advanced Pack Reviews??
Hi All,
I'm looking for some feedback on the Advanced Pack. I recently starting using EspoCRM again for internal tools that are not customer... -
RAALINK Innovations Pvt Limited India
Unleash the power of ESPO CRM with creative ideas and processes to automate every aspects of your business.
We have customised solutions...Last edited by dreginald; 04-24-2023, 01:52 PM. -
Google Calendar sync all Calls but only some Meetings
Hello, everyone,
after the correct setup of the Google extension, all calls (also retrospectively) are synchronized with the calendar but not the...
