EspoCRM Documentation

Setup

• Server configuration
  • Configuration
  • Apache
  • Nginx
  • IIS
• Docker
  • Installation by script
  • Installation with Docker
  • Traefik revetse proxy
  • Caddy reverse proxy
• Installation
• Upgrading
• Miscellaneous
  • WebSocket
  • Portal
    • Configuring portal in Apache
    • Configuring portal in Nginx

Administration

• System
  • Extensions
  • Jobs
  • Config parameters
  • Log
  • Console commands
• Essentials
  • Terms & naming
  • Troubleshooting
  • Backup and restore
  • Performance tweaking
  • Moving to another server
• Security
  • Security recommendations
  • Passwords
• Customization
  • Entity Manager: entities, fields, relationships
  • Fields
  • Layouts
  • Dynamic Logic
  • API Before-Save script
• Users
• Roles
• Emails
• Portal
• Authentication
  • 2-factor authentication
  • OpenID Connect
  • LDAP
    • Authorization
    • Active Directory
    • OpenLDAP
• Integrations:
  • Webhooks
  • App secrets
  • File storage
• Miscellaneous
  • Addresses
  • B2C mode

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General

• Formula
  • Formula script
  • Functions
• Import
• Dashboards
• Web-to-Lead
• Currency
• Pipelines
• Collaborators
• Multiple assigned users
• Record locking
• Phone numbers
• Maps
• SMS sending

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User Guide

• Emails
  • General guidelines
  • IMAP & SMTP configuration
  • Mass email
• Stream
• Sales management: Leads & Opportunities
• Case management
• Activities & calendar
• Campaigns
• Target lists
• Mail merge (mass snail mailing)
• Knowledge base
• Documents
• Export
• Text search
• Search in lists
• Working time calendar
• Printing to PDF
• Miscellaneous
  • Shortcut keys
  • Markdown syntax
  • Browser support
  • Data privacy
  • Complex expressions
  • Optimistic concurrency control

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Extensions

• Advanced Pack
  • Overview
  • Reports
  • Workflows
  • Business Process Management (BPM)
• Sales Pack
  • Overview
  • Products
  • Prices
  • Sales
    • Quotes
    • Sales Orders
    • Invoices
    • Credit Notes
    • Delivery Orders
    • Return Orders
    • Write-offs
    • Subscriptions
  • Purchases
    • Suppliers
    • Purchase Orders
    • Receipt Orders
    • Bills
    • Bill credits
  • Inventory Management
  • Payments
  • Taxes
  • Tax codes
  • Issuance locking
  • Multi-currency
  • Reports
• Project Management
  • Projects
• Meeting Scheduler
  • Meeting Scheduler
• Google Integration
  • Setting-up
  • Calendar
  • Contacts
  • Gmail
• Outlook Integration
  • Setting-up
  • Calendar
  • Contacts
  • Email
• VoIP Integration
  • Overview
  • 3CX PBX
  • Twilio service
  • Asterisk server
  • Starface server
  • Binotel service
  • IexPBX server
  • Docker container
  • Customization
  • Troubleshooting
• Zoom Integration
  • Zoom Integration
• Stripe Integration
  • Stripe Integration
• Intelligence
  • Overview
  • AI formula functions
  • Usage & quota
• Export Import
  • Overview
  • Export
  • Import
  • Compare
  • Run by code
  • Customization

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See also

• Developer documentation
• Hints & tips