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Nowadays, there exist more CRM solutions available than ever before. Modern CRM providers offer a wide range of features that come in handy for both international corporations and small startups. When it comes to choosing CRM software for your business, …

Bug fixes: https://github.com/espocrm/espocrm/m…ne/60?closed=1

Download: https://www.espocrm.com/download/

Upgrades: https://www.espocrm.com/download/upgrades/

From the version 5.6.0 it’s possible to upgrade by running the following command in CLI:

php command.php upgrade

Enhancements:

  • WebSocket support;
  • Ability to restore deleted records for admin;
  • ‘Recalculate Formula’ mass action for admin;
  • Ability to mass unlink related records;
  • Ability to view & manage a list of followers of a specific record;
  • Meetings: All-day meetings;
  • Meetings/Calls: Acceptance

Probably everyone who has ever utilized a software developed for public use has found himself or herself in a situation when a specific feature doesn’t work the way it should. Such problems with functionalities are called bugs. One of the …

Having appeared only a few decades ago, customer relationship management (CRM) software is considered both the keystone and the foundation of a successful and profitable business company nowadays. Every day, more and more companies and organizations integrate CRM tools and …

In the modern era of rapidly developing digital advances, technologies are changing and becoming obsolete every day. Many of them fade away from our memories just as promptly as they appeared in our lives leaving only a trace of nostalgia, …

Enhancements:

  • Formula: record\exists and record\count.

All issues: https://github.com/espocrm/espocrm/milestone/59?closed=1

Download: https://www.espocrm.com/download/

Upgrades: https://www.espocrm.com/download/upgrades/

Before upgrading from 5.4.5, it’s recommended to remove all success jobs. This will expedite the upgrading process. Administration > Scheduled Jobs > Jobs in the top right corner …

Note: Requires EspoCRM version 5.5.6 or later.

This workflow rule will be creating leads from received emails. A lead will be created only if it doesn’t already exist.

Create a workflow rule with Email target entity and ‘After Record Created’ …

All issues: https://github.com/espocrm/espocrm/m…ne/58?closed=1

Download: https://www.espocrm.com/download/

Upgrades: https://www.espocrm.com/download/upgrades/

Before upgrading from 5.4.5, it’s recommended to remove all success jobs. This will expedite the upgrading process. Administration > Scheduled Jobs > Jobs in the top right corner > filter jobs by status …

Enhancements & Improvements:

  • Icons in classic themes;
  • Enum field: ‘Display as Label’ parameter;
  • Fiscal Year and Quarter filters for opportunity dashlets;
  • Muli-Enum field: ‘Allow Custom Options’ parameter;
  • Formula: string\test function;
  • Compose Email: Ignoring opted-out and invalid addresses in email address