Nowadays, taking advantage of modern cloud tools has become essential for any fast-developing business. CRM and ERP systems, accounting and email marketing tools, eCommerce platforms comprise only a small part of business inventory used by a regular company daily. Unfortunately,…
Since Advanced Pack version 2.4.0 it’s possible to send HTTP requests with Workflows and BPM tools. Create a workflow rule. specify needed conditions and then add action Send HTTP Request. Set: Request Type: POST Content-type: None URL: https://api.telegram.org/TELEGRAM_BOT_ID/sendMessage Payload: {…
A lot of enhancements for BPM & Workflows. BPM: Added ‘Call Activity’, ‘Sub-Process’, ‘Event Sub-Process’ elements. Added ‘Error’, ‘Escalation’, ‘Signal’, ‘Message’ events. Added boundary events, attachable to activities. Visualization of process flow. Highlighting completed and active processed nodes with colors.…
Finally, we released a new version. See below what’s new. Compatibility: Dropped MySQL 5.5 support Enhancements (new features): Webhooks Dashboard Templates TOTP 2-factor authentication Ability to assign a dashboard template for a specific portal user Checklist field type Preferences: Ability…
Even though English has become an international language of business, technologies and communication, people still prefer to use software translated into their native one. EspoCRM supports more than 20 languages (English, Spanish, French, German, Italian, etc.). However, if your company…
Enhancements: Printing-to-PDF: Ability to print currency symbol. Bug-fixes. All issues: https://github.com/espocrm/espocrm/milestone/62?closed=1 Download: https://www.espocrm.com/download/ How to upgrade: https://www.espocrm.com/documentation/administration/upgrading/
If you don’t utilize portal users in your CRM, you might want your customers (contacts) be notified with an email when a new post is created in the stream of a case record. Create a Workflow rule for ‘Note’ target…
Add an action ‘Create Record’. Select the ‘Note’ entity type. Add the field ‘Type’ with the value ‘Post’. Add the field ‘Post’ with a text. Specify in formula for the action: Specify a target entity type instead of ‘EntityType’ in…
Enhancements: Import: Multiple email addresses support; Foreign field: Email and Phone field types support; Lead Capture: Ability to view payload data in log; Lead Capture: Ability to disable duplicate check. Improvements: Emails: List loading time optimization. All issues: https://github.com/espocrm/espocrm/m…ne/61?closed=1 We recommend…
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,…