In our Inside Sales team, sometimes reps come and go, and sometimes even sales territories can...
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Ability to Transfer an Account's Contacts when Changing its Assigned User
This feature would be such a game changer!
In our Inside Sales team, sometimes reps come and go, and sometimes even sales territories can... -
Link Custom Entity to Portal Role
Hello,
I'm trying to create a link from a custom table to the table "Portal Role" such that [custom] 0-* <- 1-1[PortalRole]. I had... -
Design Feature: Optional Tabs for Panels and Relationship Panels
Hi Guys,
It become very difficult to browse through an entity (record) information when the entity has many fields and many relationship...Last edited by rabii; 05-23-2022, 09:08 PM. -
Duplicate lead/opportunity entities
Hello all,
I'm happy with the base Lead and Opportunity entities, but my CRM needs two different data structure for handling two product... -
PDFTemplate - Grandchild relationship
Reading this thread it seem like it is possible to get the grandchild (not sure if this correct term) of an entity: https://forum.espocrm.com/forum/d... -
Relationship panel refresh on upodates on relatated entity.
Relationship panel refresh on updates on the related entity.
I have a scenario where Opportunity: Personal Data (1:M), and the Personal Data...Last edited by Ananya K; 07-13-2021, 01:07 PM. -
New Relationship Field Giving: "Syntax error/access violation: 1066 Not unique table"
Hello Espo Community!
Just this week I created a fresh LAMP (Ubuntu Server v20.04, Apache v2.4.41, MySQL v8.0.25, PHP v7.4.3) server to run... -
HTTP Post request via Workflow
Hi,
I'm sending a Post request via Workflow whenever a Opportunity update matches the criteria.
Information is like this:... -
404 Bad Request when managing Entities
Hi,
I was trying to manage Entities as an admin. When I try to create, edit or delete one entity, I get an error 404 Bad Request and the... -
Merge two Entity types into one
Hi,
I have two entity types: Opportunity and Project
The Project Entity is the result of our original migration to EspoCRM and... -
To link parent record
Hello.
I want to link an Email record to an Opportunity record via parent relation (parent field in Email).
I use this function in Opportunity... -
Want to deploy ESPOcrm. Looking for developers with Espo experience
My company is looking to implement ESPOcrm and add custom features, such as mobile app integration, as well as a custom map. We have staff that will be...Last edited by TWIT@CF; 06-15-2020, 04:03 PM. -
Need help for a workflow linking automatically a record in a related entity
hello everyone,
i think that the clue is probably in front of my eyes, but i can't find may way !
so i need your help !
here... -
filter data with criteria from other entities
Hello people!
I wonder if I can use another entity's field to filter data in a list. For example: I have the opportunity entity, but I want... -
Emails in Relationship Panels
I need Emails as Relationship Panel for Opportunities (and some other custom entities), but it is absent in the list in Layout Manager. How should I do...