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EspoCRM
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Open source CRM system
Open source CRM system

131 followers
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#EspoCRM 5.3.0 version is out.

Enhancements:

- Full-text search;
- Mail Merge;
- Layout Manager: Dynamic logic for panels visibility;
- Layout Manager: Ability to remove default side panel or move it below other panels;
- Supporting link-multiple fields on list views;
- Mass Print to PDF action from list view;
- Print to PDF: Ability to print link-multiple fields;
- Text Filter: Supporting Auto-increment and Integer fields;
- Opportunity: Last Stage field; Ability to show sales pipeline based on the last stage field;
- Formula: countRelated, sumRelated functions.
- Date/DateTime fields: 'Use Numeric Format' parameter.

Download now https://www.espocrm.com/download/

#crm #opensource #bpm #espocrm
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#EspoCRM 5.0.0 is available to download https://www.espocrm.com/download/

Enhancements:

Group Email Accounts: Ability to use for mail sending;
Mass Email: Ability to use group SMTP account;
Markdown: Supporting lists, horizontal lines, headers;
Cases: Attachments field;
Leads: Ability to create lead w/ empty person name;
Roles: Export Permission parameter;
Emails: Filters by Subject and Body;
Forumla: lowerCase & upperCase functions;
Formula: number\floor & number\ceil functions;
Formula: entity\removeLinkMultipleId function;
Formula: Optional timezone argument for datetime functions;
Formula: datetime\closest function;
Formula: array\push function;
Foreign field: Supporting text fields;
Import: Ability to import fields of number type;
Portal: Separate layouts for Knowledge Base Articles and Cases;
List view: Hiding columns for fields that user doesn’t have an access to;
Notifications in admin panel;
File/Image field: Max file size parameter;
Preferences: Ability to set which entity types to follow on creation;
Text fields: Auto-height depending on content in edit mode.

Translation:

Lithuanian language added.

#formula #release #crm #opensource
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#EspoCRM 4.7.0 version is out. Now it's possible to export to Excel.

Enhancements:

- Stream: Keep post contents stored when leaving page;
- Ability to export to excel;
- Users: Preview generated password enhancement;
- Settings: Ability to configure Currency format and Decimal Place;
- Formula: Datetime functions date, month, year, dayOfWeek, hour, year;
- Enum field: ‘None Of’, ‘Is Empty’, ‘Is Not Empty’ filters.

Download now https://www.espocrm.com/download/

#crm #opensource #reports #exel
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#EspoCRM 4.6.0 was released! Check out the new features

Enhancements:

- Last Viewed – ability to see last viewed records;
- Action History feature for administrators;
- Link field filters: ‘Is Not’, ‘Is Not One Of’;
- Link Multiple field filters: ‘Is Empty’, ‘Is Not Empty’, ‘None Of’;
- Formula: Number\round function;
- Ability to specify custom layout for out-of-the-box record list dashlets;
- Record List dashlet;
- Auth Token: Ability to view inactive (logged out) auth tokens;
- Dynamic Logic: Supporting Multi-Enum and Array fields;
- Marking mandatory fields on edit;
- Email: ‘Add to Contact’, ‘Add to Lead’, ‘Create Lead’ actions for unknown email addresses.

Download now https://www.espocrm.com/download/

#crm #opensource #download
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#EspoCRM 4.3.0 is now available. EspoCRM 4.3.0 has lots of great new features and enhancements. https://www.espocrm.com/

What's new:
- Dynamic logic. Dynamic forms configurable through admin's UI.
- Entity Manager: Base Plus entity type with Activities, History, Tasks panels.
- Entity Manager: Person entity type now has Activities, History, Tasks panels.
- Entity Manager: Company entity type.
- Entity Manager: Audited relationships feature. Allows to see that records were related in stream.
- Entity Manager: Tooltips now can be edited.
- Entity Manager: Ability to reset fields to default settings.
- Emails: Ability to use mailparse extension for email parsing. It will be used if mailparse extension is installed on your environment. With this implementation email fetching must work better than before.
- Layout Manager: Ability to remove side panels.
- Layout Manager: Ability to specify color of panels.
- Activities: Ability to configure what entities are listed in Activities and History panels.
- Activities: Event entity type can be added to Activities and History panels.
- Mass Email: Ability to make opt-out link not mandatory in settings.
- Campaigns: Ability to create target lists based on Campaign Log.
- Target Lists: Duplicate now copies targets (contacts, leads, accounts, users).
- Roles: Ability to manage read access to Users and Teams.
- Dashboard: Ability to rename tabs.
- Export: Ability to select which fields to export.
- Import: Ability to run import in idle-mode. For big files.
- Import: Ability to skip duplicate checking. For the sake of performance.
- Date/Datetime fields: 'Is Empty' filter.
- Int/Float fields: 'Is Empty' and 'Is Not Empty' filters.
- Parent fields: Ability to search by certain entity type.
- Preferences: 'Do not fill Assigned User if not required' parameter.
- Tasks: Added reminders feature. Only if Date Due is specified.

#crm #opensource #free
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#‎EspoCRM‬ 4.2.0 was released

What's new:
- Field Manager: Added 'Number' field type.
- Entity Manager: Added 'Event' entity type. Such entities can be displayed in Calendar.
- Stream: Ability to create internal posts that won't be seen by portal users. Enabled for Cases by default.
- Stream: Support drag-and-drop to attach files.
- Knowledge Base: Ability to order articles.
- Google Maps: API keys support.
- Duplicate action now is available for all entity types by default.
- Email Folders.
- Emails: Added 'Is Not Replied' filter.
- Emails: Admin can search emails by the specific email account they were imported from.
- Emails: Filter 'Sent by (User)'.
- Emails: Abiltiy to automatically put incoming emails in specific folders depending on filters or specific email account.
- Emails: Option to force plain text emails be replied in HTML.
- Emails: Ability to use multiple SMTP accounts for users.
- Email Filters: Filters can be applied for all emails incoming to specific user.
- Import: Created At and Created By fields now available.
- Email notifications about mentions.
- Email notifications about posts and status updates.
- Accounts: Recently Created filter.

http://www.espocrm.com/download/

‪#‎crm‬ ‪#‎opensource‬
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  #EspoCRM 4.1.0 released

- Calendar: Timeline view.
- Calendar: Shared Calendar in Timeline view.
- Calendar: On event click popup shows up in a view mode instead of edit.
- Knowledge Base: Ability to send article in email.
- Emails: If email exceeds specified size limit it will be fetched w/o body and attachments.
- Emails: Added My Inbox dashlet.
- Address field: support different address formats. Configurable in Locale Settings.
- Entity Manager: Added 'Foreign' field type. Provides an ability to view field of a related record and search by this field.
- Settings: Ability to disable notification sounds.
- Email Accounts: Ability to store send emails on IMAP server.
- Entity Manager: Ability to specify what fields will be used for the main search filter (Global Search as well).


http://www.espocrm.com/download/

#crm #opensource #calendar
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  #EspoCRM 4.0.0 released

- Added Map field to display map based on address field. Available for all address fields. Google Maps service is used.
- Emails: Ability to move emails to trash. Email won’t be removed from the system but it won’t be listed in Inbox.
- Entity Manager: Ability to create different Many-to-Many relationships between same entities.
- Entity Manager: Ability to create Link Multiple fields.
- Added ‘Is Empty’ and ‘Is Not Empty’ filters for Varchar fields.
- Added ‘Is Empty’ and ‘Is Not Empty’ filters for Link Parent fields.
- Added ‘Is One Of’ filter for link fields. Makes possible to search by multiple related records.
- Documents: Small UI improvement.
- Target Lists: Ability to opt-out specific targets manually through UI.
- Email Template: Added new field ‘One-off’. Allows to hide not actual email templates from the list.
- Group Email Accounts: Ability to make incoming emails to appear in Inbox of all team members.
- List view improvement: when return to the list the record selection is kept.
- Ability to navigate through images in a preview popup.
- Auth Tokens: Ability to setup lifetime and max idle time. Available in Administration > Authentication. Useful for security reasons.
- Confirmation popup shows up when leave detail view while inline edit.
- Now records, user has no access to view, are not listed in Activities and History panels.

http://www.espocrm.com/download/

#crm #opensource #customerportal


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  #EspoCRM 3.9.0 released

- Added Map field to display map based on address field. Available for all address fields. Google Maps service is used.
- Emails: Ability to move emails to trash. Email won’t be removed from the system but it won’t be listed in Inbox.
- Entity Manager: Ability to create different Many-to-Many relationships between same entities.
- Entity Manager: Ability to create Link Multiple fields.
- Added ‘Is Empty’ and ‘Is Not Empty’ filters for Varchar fields.
- Added ‘Is Empty’ and ‘Is Not Empty’ filters for Link Parent fields.
- Added ‘Is One Of’ filter for link fields. Makes possible to search by multiple related records.
- Documents: Small UI improvement.
- Target Lists: Ability to opt-out specific targets manually through UI.
- Email Template: Added new field ‘One-off’. Allows to hide not actual email templates from the list.
- Group Email Accounts: Ability to make incoming emails to appear in Inbox of all team members.
- List view improvement: when return to the list the record selection is kept.
- Ability to navigate through images in a preview popup.
- Auth Tokens: Ability to setup lifetime and max idle time. Available in Administration > Authentication.
- Useful for security reasons.
- Confirmation popup shows up when leave detail view while inline edit.
- Now records, user has no access to view, are not listed in Activities and History panels.

http://www.espocrm.com/download/
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  #EspoCRM 3.8.0 released

- Stream: Ability to post to stream of another users.
- Stream: Stream panel added to user detail view.
- Mass Email: 'Opt-Out Entirely' field. If checked then email of unsubscribed user will be set as opted-out.
- Mass Email: Excluding Target Lists (targets you don't want email be sent to).
- Ability to navigate through the recors in detail view (forward and back buttons).
- Campaign: Сampaign statistics in percents.
- Import: Ability to unmark certain records as duplicate.
- Calendar: Ability to configure which entity types to display: Meetings, Calls, or Tasks.

http://www.espocrm.com/download/
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