The General category in EspoCRM’s article library contains a variety of articles that cover a wide range of topics related to the platform. These articles are intended to provide users with general information and guidance on using EspoCRM, as well as tips and best practices for optimizing their experience with the software. Whether you are new to EspoCRM or a seasoned user, the General category is a great resource for finding helpful articles on a variety of topics.
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Adding a memo dashlet to your EspoCRM home screen can be a useful way to keep important information at your fingertips. To get started, make
Managing work schedules and ensuring efficient time management is essential for businesses of all sizes. With the EspoCRM 7.3 version, a powerful feature called Working
One of the features that EspoCRM provides is the ability to log in as another user. This can be useful for administrators who want to
EspoCRM offers a variety of shortcut keys to help users navigate the platform more efficiently. These shortcuts can save time, improve productivity, and increase user
Kanban view is a popular way of visualizing records in EspoCRM. It allows you to see your records in a card-based layout, with each card
Migration of EspoCRM from one server to another can be a daunting task, but with the right approach and a bit of planning, it can
EspoCRM has introduced a new feature in version 7.4 that includes if-then-else and while statements. This feature allows users to define conditional logic in formulas,
Adding Gmail as a personal email account in EspoCRM can be a great way to keep all your communications in one place. However, Gmail requires
Formula Sandbox is a powerful tool that allows EspoCRM users to test out their formulas before applying them to their records. This feature is available
EspoCRM has recently introduced a new PDF engine, Dompdf, in version 7.4. This is great news for those who require advanced PDF customization and styling.
Relations in EspoCRM EspoCRM provides several types of relations between entities in the system. Understanding these relations is important to get the full benefits of
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