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Monthly Archives: June 2019

Enhancements: Printing-to-PDF: Ability to print currency symbol. Bug-fixes. All issues: https://github.com/espocrm/espocrm/milestone/62?closed=1 Download: https://www.espocrm.com/download/ How to upgrade: https://www.espocrm.com/documentation/administration/upgrading/

If you don’t utilize portal users in your CRM, you might want your customers (contacts) be notified with an email when a new post is created in the stream of a case record. Create a Workflow rule for ‘Note’ target

Add action ‘Create Record’. Select ‘Note’ entity type. Add field ‘Type’ with the value ‘Post’. Add field ‘Post’ with a text. Specify in formula for the action: Specify a target entity type instead of ‘EntityType’ in the formula, e.g.: ‘Account’,