Blog | EspoCRM | Open Source CRM

EspoCRM 5.6.0 released

Posted on March 28, 2019 by EspoCRM

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

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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 …

Common Myths and Misconceptions about CRM software

Posted on March 22, 2019 by EspoCRM

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 …

What’s the future of CRM software?

Posted on March 8, 2019 by EspoCRM

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, …

EspoCRM 5.5.6 released

Posted on January 21, 2019 by EspoCRM

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 …

Automated Email-to-Lead with Workflows

Posted on January 18, 2019 by EspoCRM

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’ …

EspoCRM 5.5.5 released

Posted on January 9, 2019 by EspoCRM

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 …