EspoCRM – General Overview | CRM

Hey. That is normal overview of EspoCRM interface. On the homepage you’ll find the dashboard with tabs, where which you can put your necessary dashlets. The navigator bar contains: manufacturer logo, Entity list, international search, Notifications, speedy create, and user menu. Relying on the theme Entity record may also be on the top of the web page or on the sidebar. Default report record view includes Create button, Search panel and record panel. Using search panel which you could filter knowledge by defined filters or via fields. That you could decide on wanted objects and eliminate, merge, mass replace, export, follow or unfollow them, depending for your permissions. Default report view includes follow button, motion buttons, report data, flow panel, if entity has move, Relationship panels, and part panels.Also which you could go to the earlier or to the following entry by means of this arrow buttons. Thanks. Bye!.

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