In this guide, we will show how to configure a virtual host on Nginx for EspoCRM on Ubuntu server. Create a server block file To create this file, open a terminal and run the command: Now, open this file (/etc/nginx/sites-available/espocrm.conf)…

What’s new: Document Folders. Activities and History panels on the user’s detail view. Access to these panels is controlled by new parameter ‘User Permission’ in Roles. Followers are shown on a detail view. Ability to create Case from Email manually.…

What’s new: UI of filters is improved. Default reminders in Preferences. Email improvements. Varchar type filter improvement. Date completed field in Task. Attachments field added to Task. Calendar view mode now is remembered. Ability to filter only followed records. Ability…

What’s new: Import improvements. Duplicate checking. Ability to import phone numbers of different types. On an account page now listed all tasks which are related to records that related to the account. Calendar dashlet is improved. Ability to filter meetings,…

In this guide, we will show how to configure LDAP authorization for EspoCRM. Let’s go. Go to your LDAP server and create a base DN for the EspoCRM users like We have to create a system user which will have access…

This release is one of the our most favorite. What’s new: Auto-follow parameter in users’ preferences. Users can setup what types of records they will follow automatically for every new entry. Campaign and Target Lists added (w/o mass email for…

Overview EspoCRM has an ability to monitor IMAP mailboxes. Email can be archived in two ways: Group Email Accounts and Personal Email Accounts. Group Inbound Accounts are intended for group mailboxes: the most common case is a support box. Personal…

Overview In order to restrict access for some users you need to use Roles. Administrator can manage roles in Administration panel. Each role defines an access to certain areas (scopes) which is applied to users who own that role. One user can…

Extensions allow you to add extra functionality to EspoCRM. They can be installed by Administrator panel under “Customization” section. We will show you how to create the extension package of Project Management (PM) module described in this post Customization: How…

Ability to create custom entities. Ability to enable/disable Stream for a specific entity. Ability to change displayed names of entities. Ability to add custom relationships between entities. Ability to deactivate certain users so they won’t be able to login. Added…