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EspoCRM

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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

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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

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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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#EspoCRM  3.7.0 released

- Mass Email. Email Marketing.
- Major list view improvement. When navigate back to list view it doesn't get reloaded.
- Ability to setup a custom tab list in user preferences.
- If an email has any attachment an icon is shown on an email list view.
- Email Filters. Allow to filter incoming emails according to specified criteria. Those emails won't be imported.
- Email replies now get linked with replied email.
- Added some Inbound Email settings.
- Ability to mark an email as important.
- 'Last X Days' and 'Next X Days' filters for Date and Datetime fields.
- Import Improvement. 'Update Only' import type.
- Import Improvement. Ability to specify criteria by which records will be taken for update.
- Ability to see Calendar of other users. Available from user's detail view.
- My Activities dashlet.
- Wysiwyg field type.

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

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Open source CRM system
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EspoCRM

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Markdowns in the stream
It's easy to use!

#EspoCRM #EspoCRMFeature
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EspoCRM

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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

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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

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We have released  Real Estate Solution.

Real Estate extension adds two entity types: Properties and Requests. You have an ability to see which properties match a certain request and vice versa.

#RealEstate #EspoCRM  
http://www.espocrm.com/extensions/real-estate/ 
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EspoCRM

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EspoCRM

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The easy way to create a new Lead from an Email.

#EspoCRM #EspoCRMFeature
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Tagline
Open source CRM system
Introduction
EspoCRM - An open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects and opportunities — all in an easy and intuitive interface.


Contact Information
Contact info
Phone
+44 (203) 695-03-80