EspoCRM Documentation

Administration

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

User Guide

• Emails
• Stream
• Mass Email
• Reports
• Quotes
• Markdown syntax
• Misc
  • Browser support

Development

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

Documentation on the website