EspoCRM System Guide

Who this guide is for This guide is for the CBM CRM administrator — the staff member(s) responsib...

Signing in as an administrator Open the CRM in your browser: Production: https://crm.clevelandbu...

What a user is Anyone who signs into the CRM has a user record. Each person should have their own...

The two halves of access EspoCRM controls access with Roles and Teams, working together: Roles de...

System Settings Administration → Settings holds system-wide options. The ones you might reasonabl...

Two kinds of change Data — adding records, fixing values, importing. Everyday work; see Chapter 4...

For each type of record (Contact, Account, Mentor Profile, and so on), you can set how its list i...

Exporting Open any list view (e.g. Contacts), filter if you like, select records (or all), then E...

Finding & merging duplicates The CRM flags likely duplicates when records are created, and you ca...

Some specifics below depend on how CBM's integrations are configured. Where you see "as configure...

What this site is The documentation you're reading lives on a separate documentation site at doc...

Backups The CRM's data must be backed up regularly so it can be restored after a mistake or a fai...

A simple routine A short, regular check keeps surprises away. Weekly-ish Confirm email is sending...

A record of notable maintenance and configuration changes made to the CBM production CRM. The tes...

First steps for any problem Is it just you? Try another browser or an incognito window, or ask a ...

Environments Environment Address Purpose Production CRM crm.clevelandbusinessmentors.org The live...

Handle it yourself, or escalate? Do it yourself Adding and deactivating users; password resets Se...