EspoCRM Documentation

Administration

• Server configuration
  • Apache
  • Nginx
• Installation
• Upgrading
• Roles management (access control)
• Emails
• Customization
  • Entity Manager: entities, fields, relationships
  • Layout Manager
  • Extensions
  • Dynamic forms
• Automation
  • Business Process Management (BPM)
  • Workflows
  • Calculated Fields (Formula)
• Import
• Portal
• LDAP authorization
  • Active Directory
  • OpenLDAP
• Troubleshooting
• Misc
  • Maps
  • B2C mode
  • Backup and restore
  • Moving to another server
  • Multiple assigned users

User Guide

• Emails
• Stream
• Sales management
• Case management
• Activities and Calendar
• Reports
• Mass Email
• Mail Merge (mass mailing)
• Quotes
• Products
• Knowledge Base
• Documents
• Export
• Text search
• Misc
  • Printing to PDF
  • Markdown syntax
  • Browser support
  • Data privacy

Development

• API
• ORM: How to manage entities
• Metadata
• Custom views
• Link Multiple field with a primary record
• Extension packages
• Hooks
• Creating custom scheduled jobs
• Defining new funtions for Formula
• Custom field type

Documentation on the website