EspoCRM Documentation

Administration

• Server configuration
  • Configuration
  • Apache
  • Nginx
• System
  • Installation
  • Upgrading
  • Extensions
  • Troubleshooting
  • Console commands
  • Jobs
  • WebSocket
  • Performance tweaking
  • Backup and restore
  • Moving to another server
  • Config parameters
• Customization
  • Entity Manager: entities, fields, relationships
  • Fields
  • Layouts
  • Dynamic forms
• Roles management (access control)
• Email Administration
• Formula (calculated fields)
• Import
• Portal
• Currency
• Dashboards
• Authentication
  • 2-factor authentication
  • LDAP
    • Authorization
    • Active Directory
    • OpenLDAP
• Misc
  • Terms & naming
  • Web-to-Lead
  • Webhooks
  • Maps
  • B2C mode
  • Multiple assigned users

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User Guide

• Emails
  • General guidelines
  • IMAP & SMTP configuration
  • Mass Email
• Stream
• Sales management: Leads & Opportunities
• Case management
• Activities & Calendar
• Mail Merge (mass snail mailing)
• Knowledge Base
• Documents
• Export
• Text search
• Misc
  • Printing to PDF
  • Markdown syntax
  • Browser support
  • Data privacy

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Extensions

• Advanced Pack
  • Reports
  • Workflows
  • Business Process Management (BPM)
• Sales Pack
  • Products
  • Quotes
  • Sales Orders
  • Invoices
• Google Integration
  • Setting-up
  • Calendar
  • Contacts
  • Gmail
• Outlook Integration
  • Setting-up
  • Calendar
  • Contacts
  • Email

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See also

• Developer Documentation
• Hints & Tips