Help with Setting Up Automated Lead Assignment Notifications in EspoCRM

[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...

[minhaj]

I just discovered that I can generate dynamic pdf through ESPO. In the documention, I have read that I will be able to download the pdf by going to the...

[wizzzle]

Hello,

is it possible to have a field on an entity where users enter a key and an associated value which can later be used in a pdf template...

[agri]

Hi,
I'd like to make some small changes to the panel for sending test emails.
The code is here: /client/modules/crm/res/templates/mass-em...

[arrestthepresident]

Info:

• Espo-Version 6.1.4
• Sales Pack: 1.0.12
• Advanced Pack: 2.5.14

What i want to do:

I want to create predefined E-Mails that...

[esforim]

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...

[mstzyrt]

I created a pdf theme for the task. But I couldn't show the attachments in pdf.
My current version: 5.7.11 version.
In updating to version...

[stéphane]

Hello,

in a bpm process, I send an email with a task script, I have an email template that I add to the production script of the mail, I

...

[brianpunzalan]

Hi,

I've been trying to use 'parseTemplate' function for parsing my entity data into the template dynamically. But as I checked the implementation,...

[fnoual]

Hello,
In addition to the name of the entry, i want to show the status ( or any other data ) in the calendar entry. ( examples in attachment )...

[khopper]

I have created an email template and am not able to choose which phone number to display using the available variables in the system for the User sending...