How can I achieve this use case through Workflow or BPM?
When a Lead is set to Dead I want to set all its planned Calls to Not Held. However,...
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Workflow link with another record not possible to choose target's fields
It's currently not possible to use target's field for the following workflow case.
When a Lead is assigned to a User, the Teams field of the Lead... -
Workflow for Lead create related record Case not showing Full Name
It's not possible to choose Full Name (first name & last name) of the Lead when creating the following workflow.
Target: Lead
Action:...Last edited by shef; 06-13-2019, 09:12 AM. -
Workflow to update the Teams of Leads if Default Team of User is changed
It's currently not possible to create a workflow for this case.
When the Default Team of a User is changed the Teams field for all Leads/Contacts/Opportunities... -
Workflow update related record not showing Leads
It's currently not possible to create a workflow for this case.
When a Contact is reassigned to a user, I want to be able to also reassign... -
Advanced pack
Hi all
i have a question about the advanced pack that I can't seem to find anything about. So I'm sorry if I've missed it during my search.... -
selectProduct modal is not showing for Quote itemList
Hello,
I'm having this issue on the button that would trigger the selectProduct modal in Quote's itemList on which the button is not responding.... -
field 'partNumber' not in Placeholders list
Hi
When using the template in qoute-module I can not find the field partNumber from the Products module, in the 'Available Placeholders'.... -
Report module in Advanced Pack - how to select columns for output
How can I add columns from related entities as "column" in the parameter section of the report definition?
Eg : Account... -
HTML in quote PDF
Let me start with expressing my gratitude to the developer(s) of EspoCRM. I've worked with a lot of CRMs and this is the one that has the best required...