Entity Manager is available in Administration panel. It provides an ability to highly customize your EspoCRM instance. You are able to do the following:
Create Entity button on Entity Manager page. Specify name, labels and type. If you select
Person type, your entity will have Email, Phone, First Name, Last Name and Salutation fields. Check
Stream if you want your entity to have stream panel and users to be able to Follow entities of this type.
If you click
Edit link on a certain entity you will be able to change some parameters of that entity.
Fields link you will be moved to a separate page. There you will be able to create new fields or update existing ones. The following types of fields are available in Entity Manager:
Address with street, city, state, postal code and country.
List of values, with the ability to select multiple values; users can add their own values if options are not specified.
Multiple file attachments.
Read-only generated number.
Ccheckbox, true or false.
For currency values.
Date w/o a time part.
Date with a time part.
Selectbox, with the ability to select only one value.
Uploading one file.
Number with a decimal part.
Displays a value of a specific field of a related record. It's possible to search by foreing fields. Read-only.
Uploading image file with a preview.
A whole number.
An auto-incrementing number of string type with a possible prefix and a specific length.
A list of values, with the ability to select multiple values, similar to Array but nicer. Users can add their own values if options are not specified.
Text area, for long multiline texts.
A single-line text.
Similar to Text field with the ability to format text.
Note: After you have added the new field you need to put this field on layouts (Administration > Layout Manager).
Provides an ability to make forms dynamic. It's possible to define conditions making certain fields visible, required or read-only. Conditions will be checked automatically when data in the form is changed.
For Enum, Array and Multi-Enum fields it's possible to define different sets of options that will be available for the field depending on which condition is met. See more here.
You can create new relationships between both out-of-box and custom entities. There are 3 available relationship types:
Parameter 'Link Multiple Field' implies that the field of
linkMultiple type will be created along with relationship. You can put such a field on the layout. It's convenient for quick picking of related records. It's not a good option if your relationship is intended to have a lot of linked records that can slow down loading of detail view screen.
If parameter 'Audited' is checked then updates of the relationship will be logged in Stream.