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 > filter jobs…
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 = ‘Success’ >…
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…
Issues: https://github.com/espocrm/espocrm/m…ne/53?closed=1 Download: https://www.espocrm.com/download/ Upgrades: https://www.espocrm.com/download/upgrades/
Enhancements: Ability to run jobs in parallel processes; Ability to process cron jobs by daemon; Ability to search in related record list; Activities: Ability to search in Activities and History of a specific record; Stream: Ability to search posts in…
The efficient running of any business usually requires a thorough planning and skilful management. Modern technology provides companies with the advantages they have never had before. Being able to monitor business processes, access data in real-time, analyse previous marketing experience…
Bug-fixes: https://github.com/espocrm/espocrm/m…ne/52?closed=1 Download: https://www.espocrm.com/download/ Upgrades: https://www.espocrm.com/download/upgrades/