EspoCRM Documentation

Administration

• Server configuration
  • Apache
  • Nginx
• Installation
• Upgrading
• Troubleshooting
• Roles management (access control)
• Email Administration
• Customization
  • Entity Manager: entities, fields, relationships
  • Fields
  • Layout Manager
  • Extensions
  • Dynamic forms
• Formula (calculated fields)
• Import
• Portal
• Currency
• Dashboards
• LDAP authorization
  • Active Directory
  • OpenLDAP
• 2-factor authentication
• Misc
  • Web-to-Lead
  • Jobs
  • WebSocket
  • Webhooks
  • Maps
  • B2C mode
  • Backup and restore
  • Moving to another server
  • Multiple assigned users
• Advanced Pack
  • Workflows
  • Business Process Management (BPM)
  • Drip Email Campaign with BPM

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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
• Advanced Pack
  • Reports
• Sales Pack
  • Products
  • Quotes
  • Sales Orders
  • Invoices

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See also

• Developer Documentation
• Hints & Tips
• Documentation on the website