PART 2 of Learning EspoCRM

2.1 General

1. Three way relationship and foreign link - https://forum.espocrm.com/forum/gene...reign-entities

2.2 Server CRM_ Installation Maintenance and Administration

1. Cleanup Jobs (Job_) CRON Schedule - https://forum.espocrm.com/forum/feat...hedule-job-log
2. Memory Time Out and Uploading Large File (including Import) - https://forum.espocrm.com/forum/gene...ng-large-files
3. Forcing TLS_ 1.2 Encryption with Database - https://forum.espocrm.com/forum/inst...ls-1-2-support
4. User Action History Clean Up (Audit Logs) time - https://forum.espocrm.com/forum/gene...action-history
5. Custom Folder / Modification to EspoCRM file location - https://forum.espocrm.com/forum/gene...2138#post62138

2.3 API & Integration

1. API Example - https://forum.espocrm.com/forum/deve...bhooks-and-api | https://forum.espocrm.com/forum/deve...46-api-example
2. Wordpress intergration, forms, Website Form to EspoCRM: https://forum.espocrm.com/forum/feat...egration/page2
3. Tutorial - Calling External API To Populate Entities - https://forum.espocrm.com/forum/deve...ulate-entities

2.4 Webhook

1. Limit date selection to be in the current month only - https://forum.espocrm.com/forum/gene...date-selection
2. One-to-One Relationship Auto populate field - https://forum.espocrm.com/forum/deve...to-tech-entity
3. (Code) Workflow access by User Role - https://forum.espocrm.com/forum/gene...ghts#post63504

2.5 Troubleshoot

1. Debugging PHP Code - Error Logs and Console - https://forum.espocrm.com/forum/deve...gging-php-code
2. Reset and Restore server - Nuclear option by telecastg - https://forum.espocrm.com/forum/inst...1187#post61187
3. Simple Backup Solution - https://forum.espocrm.com/forum/inst...1204#post61204
4. Shared hosting? Error 406? Error 403? mod_security? Extension installation error? See - https://forum.espocrm.com/forum/exte...tate-extension

2.6 Formula

1. Date change by event in Opportunities - https://forum.espocrm.com/forum/gene...-opportunities
2. Auto fill Postcode from Street Name (City) -https://forum.espocrm.com/forum/developer-help/61770-autofill-postcode-and-district-after-choosing-street
3. Copy field to another Entity - https://forum.espocrm.com/forum/gene...edit-in-second
4. Month and Date convert to Period Quarter (e.g. Quarter1 Q1__ Quarter 4) - https://forum.espocrm.com/forum/gene...rtal#post62675
5. Formula to have record Name as ParentName - https://forum.espocrm.com/forum/gene...-entity-fields
6. Using Formula, adding Formula. Dragging or retrieving data from other entity or data - https://forum.espocrm.com/forum/deve...o-case-account
7. If false/true then set condition (blank null) - https://forum.espocrm.com/forum/gene...0168#post60168
8. Default field name from Entity - https://forum.espocrm.com/forum/developer-help/59284-default-value-for-call-name-using-entity-fields#post62828
9. Calculate Sum of Opportunities / Opportunity - https://forum.espocrm.com/forum/gene...-opportunities
10. Email linking to Parent (case) - https://forum.espocrm.com/forum/gene...-etc#post63478

2.7 FAQ_ Questions and Answer

1. Exporting Accent Unicode and Multiple Accounts - https://forum.espocrm.com/forum/bug-...ount#post61862
2. Updating Update Upgrade through no-GUI_ using Command Line CLI_ SSH_ Shell PuTTY - https://forum.espocrm.com/forum/inst...8510#post58510 https://forum.espocrm.com/forum/anno...8424#post58424
3. Updating EspoCRM and CLI_ (SSH_/Webserver) Version: https://forum.espocrm.com/forum/inst...2905#post62905

2.8 Workflow

1. Count Opportunities of a certain Sale Type per Contact - https://forum.espocrm.com/forum/gene...pe-per-contact
2. Create Portal User through Workflow - https://forum.espocrm.com/forum/gene...list#post59002

2.9 Theme

1. DevCRM's Dubas Light Theme - https://forum.espocrm.com/forum/exte...d-by-devcrm-it
2. DevCRM's Dubas Dark Theme - https://forum.espocrm.com/forum/exte...d-by-devcrm-it

2.10 Design & Layout & GUI_

1. Interface Mortification GUI_ File Location - https://forum.espocrm.com/forum/deve...ange-something
2. Percentage fill field float - https://forum.espocrm.com/forum/gene...ing-percentage
3. Change Favicon: https://forum.espocrm.com/forum/deve...ge-the-favicon
4. (Code) Make List View Column resize through drag rather than static Column Width % - https://forum.espocrm.com/forum/feat...-expand-column
5. (Code + Extension) Create Bootscrap Dashboot Widget (Homepage) - https://forum.espocrm.com/forum/deve...side-a-dashlet

2.11 Administration Details / Server Developer

The section below is information that may be helpful if you want to code/develop.

HTML/CSS: Bootstrap - https://getbootstrap.com/

Print-to-PDF_ Template: TCPDF - https://tcpdf.org/

Language/Code: Object Oriented PHP / JS (Javascript)

API: RestAPI v1 / JSON - https://docs.openshift.com/container...api/index.html

Field WYSIWYG - Summernote - https://summernote.org/

PHP version:
Library:
Calendar: Full Calendar - https://fullcalendar.io/

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2.12 EspoCRM PARTY

1. Maximus - Support
2. yurikuzn - Developer
3. AlexAv - EspoCRM Team

2.13 EXTERNAL PARTY

2.13a Tools

Mobile Phone App

iOS/iPhone/Apple

Bertley - Require subscription to use. https://forum.espocrm.com/forum/feat...0452#post60452 -- (Forum member Betrly Admin)

Android/Google

BreakFree - Return from inactivity in September 2020! Update is planned to make it compatible again. https://breakfreeapp.com/ -- (Forum member

2.13b Sync / Integration / API Call, Read, Post, Get

1. integromat - https://www.integromat.com/en/integrations/espo-crm

2.13c Developer & EspoCRM's 3rd Party Service Provider 

1. Ebla Soft - https://www.eblasoft.com.tr -- (Forum member eymen-elkum)
2. Dev CRM - https://devcrm.it/ -- (Forum member emillod)

2.13d Free Extensions:

1. Document Management (murugappan) - https://forum.espocrm.com/forum/deve...2140#post62140
2. telecastg Collection of Extensions - many different extensions) - https://github.com/telecastg/