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Cloudron Forum

Apps | Demo | Docs | Install

Does anyone have an EspoCRM Group emails setup showing email in the Email > Inbox?

Scheduled Pinned Locked Moved Solved EspoCRM
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  • marcusquinnM Offline
    marcusquinnM Offline
    marcusquinn
    wrote on last edited by
    #1

    Tried trawling their forum and all settings seem good - but still nothing showing in the Inbox.

    Just wondering if I'm missing something or it might be a Cloudron-specific config issue?

    We're not here for a long time - but we are here for a good time :)
    Jersey/UK
    Work & Ecommerce Advice: https://brandlight.org
    Personal & Software Tips: https://marcusquinn.com

    1 Reply Last reply
    0
  • marcusquinnM Offline
    marcusquinnM Offline
    marcusquinn
    wrote on last edited by marcusquinn
    #0

    Think we've solved, I didn't see the button in the top-right: "+ Create Scheduled Job" here:

    • https://espocrm.example.com/#ScheduledJob

    Why they don't add them by default on setup I have no idea 🤷

    Now I have this working - it is arguably the best webmail app on Cloudron 🙂

    We're not here for a long time - but we are here for a good time :)
    Jersey/UK
    Work & Ecommerce Advice: https://brandlight.org
    Personal & Software Tips: https://marcusquinn.com

    robiR 1 Reply Last reply
    2
  • marcusquinnM Offline
    marcusquinnM Offline
    marcusquinn
    wrote on last edited by marcusquinn
    #2

    Think we've solved, I didn't see the button in the top-right: "+ Create Scheduled Job" here:

    • https://espocrm.example.com/#ScheduledJob

    Why they don't add them by default on setup I have no idea 🤷

    Now I have this working - it is arguably the best webmail app on Cloudron 🙂

    We're not here for a long time - but we are here for a good time :)
    Jersey/UK
    Work & Ecommerce Advice: https://brandlight.org
    Personal & Software Tips: https://marcusquinn.com

    robiR 1 Reply Last reply
    2
  • robiR Offline
    robiR Offline
    robi
    replied to marcusquinn on last edited by
    #3

    @marcusquinn excellent, how are you planning to use it?

    Life of sky tech

    marcusquinnM 1 Reply Last reply
    0
  • marcusquinnM Offline
    marcusquinnM Offline
    marcusquinn
    replied to robi on last edited by
    #4

    @robi Overall, I'll be boilerplating an ideal CRM setup for almost any company to help others get off high-cost per-user systems like Freshdesk, Helpscout, Microsoft Dynamics CRM etc. However, CRM migrations can be a PITA, so perhaps better for new or smaller businesses before they are embedded.

    I'm redesigning the layout and most modules to be a bit more of a self-explanatory workflow for finding, onboarding and happyifying clients.

    Will pre-load with enriched and clean Lead data, and ideally automate the email validation with something like Trumail.

    Once happy with this, will be moving on to the ideal companion apps & integrations, maybe Rocket.chat, certainly Wordpress, Woocommerce, Ghost.

    I like to think of the team & suppliers as clients, as well as customers. So it's the Relationship Management part that I want to make happy for everyone, and that typically involved deduplicating and centralising data on each for a single source of truth and path to all other related data.

    Best I can recommend is try it, I'd be surprised if anyone didn't like it, definitely a good choice for Cloudron.

    We're not here for a long time - but we are here for a good time :)
    Jersey/UK
    Work & Ecommerce Advice: https://brandlight.org
    Personal & Software Tips: https://marcusquinn.com

    robiR 1 Reply Last reply
    2
  • robiR Offline
    robiR Offline
    robi
    replied to marcusquinn on last edited by
    #5

    @marcusquinn excellent.

    Another piece that is needed is something like this forum which is a medium that helps track progress and planning without a full on project management app, giving many visibility to this process and ability to join in. It just needs a few good templates and organizational guidelines.

    Email, chat and IM don't have this capability and are much more temporal with quickly fading value.

    Life of sky tech

    marcusquinnM 1 Reply Last reply
    0
  • marcusquinnM Offline
    marcusquinnM Offline
    marcusquinn
    replied to robi on last edited by
    #6

    @robi Sure, if you couldn't design that into EspoCRM in an hour I'll give you your money back!

    We're not here for a long time - but we are here for a good time :)
    Jersey/UK
    Work & Ecommerce Advice: https://brandlight.org
    Personal & Software Tips: https://marcusquinn.com

    robiR 1 Reply Last reply
    0
  • robiR Offline
    robiR Offline
    robi
    replied to marcusquinn on last edited by
    #7

    @marcusquinn only if it has dark mode 🙂

    Life of sky tech

    marcusquinnM 1 Reply Last reply
    0
  • marcusquinnM Offline
    marcusquinnM Offline
    marcusquinn
    replied to robi on last edited by
    #8

    @robi Dark Reader works better for me than most Dark Modes so I just use that on everything nowadays and have no idea if things have a dark mode themselves because they always do for me 🙂

    We're not here for a long time - but we are here for a good time :)
    Jersey/UK
    Work & Ecommerce Advice: https://brandlight.org
    Personal & Software Tips: https://marcusquinn.com

    1 Reply Last reply
    1

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