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Note: This feature is available since EspoCRM 4.7.0 and Advanced Pack 1.22.0.

Assume that we have the field dateOfBirth in Contact entity.

1. Create new list report for Contacts.
2. In the filter section click Add Complex Expression and specify …

We have released the new 4.7.0 version.

Enhancements:

  • Stream: Keep post contents stored when leaving page;
  • Ability to export to excel;
  • Users: Preview generated password enhancement;
  • Settings: Ability to configure Currency format and Decimal Place;
  • Formula: Datetime functions date, month,

Enhancements:

  • Last Viewed – ability to see last viewed records;
  • Action History feature for administrators;
  • Link field filters: ‘Is Not’, ‘Is Not One Of’;
  • Link Multiple field filters: ‘Is Empty’, ‘Is Not Empty’, ‘None Of’;
  • Formula: Number\round function;
  • Ability to

Enhancements:

  • Stream: Auto-follow entity after posting in Stream (configurable in preferences);
  • Import: Ability to specify timezone for datetime fields;
  • Import: Time format ‘HH:mm:ss’ added;
  • In-app Notifications: Mark notification about received email as read once email is read;
  • Formula: datetime\diff function

What’s new:

  • Calculated fields;
  • Navbar: Ability to hide certain tabs into ‘More’ dropdown menu;
  • Layout Manager: Side panels sorting;
  • New theme ‘Hazyblue’;
  • Case: Automatically followed by portal user if contact is specified;
  • Date/Datetime: ‘Older than X days’ and ‘After X

At last we’ve released new 4.3.0 version of EspoCRM. EspoCRM 4.3.0 has lots of great new features and enhancements.

Dynamic Logic - Entity Manager

What’s new:

  • Dynamic logic. Dynamic forms configurable through admin’s UI.
  • Entity Manager: Base Plus entity type with Activities, History, Tasks panels.

What Can You Get From Using CRM?

It is a known fact that a company would not exist and would not be successful if not for their customers. This is the reason why they are considered as one of the …

With Workflow feature it’s possible to make the system to send notifications about birthdays of contacts or other entities like users, leads.…

Event-entity-type

What’s new:

  • Field Manager: Added ‘Number’ field type.
  • Entity Manager: Added ‘Event’ entity type. Such entities can be displayed in Calendar.
  • Stream: Ability to create internal posts that won’t be seen by portal users. Enabled for Cases by default.
  • Stream:

This post may not be actual at this moment. Please follow to the article in the documentation.

These instructions are supplementary to the Server Configuration guideline. Please note that all configuration settings listed here are made on Ubuntu server.

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