Entity Manager

If you are seeking for a way of adjusting a CRM to your company’s needs, then this information about the functions of Entity Manager will be of vital importance for you.

In this video tutorial: Discover more information about the Entity Manager, find out how to create custom entities, edit existing ones and manage fields and relationships.

• General Overview
• How to configure user interface
• Calendar and Activities
• Dashboard and Dashlets
• Entity Manager
• Layout Manager
• Import Data
• Reports and Analytics
• Export reports to Excel format in EspoCRM
• Workflow. Powerful Automation in your Business
• Security Roles in EspoCRM