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#10513 X2CRM 5.2 Summer Release Roadmap

Posted by John Roberts on 01 July 2015 - 02:22 PM

Hello X2CRM Community,

 

With X2CRM 5.0 release this past December we have been spending most of 2015 working on fine tuning X2 with a number of small releases ending with 5.0.9. On the side we have been working on our next functional enhancement release, X2CRM 5.2 scheduled for release at the end of July or the first week of August. It is likely we will follow 5.2 with 5.3 in September including additional mostly calendar focused enhancements. We will be sending out newsletters and such with more detail, until then here is high level list of the features planned for 5.2-3 later this month. 

 

X2CRM 5.2 - End of July Release

X2Flow Macros Buttons on Detail Records - so user can activate an X2Flow on a record 

Topics Discussion Board, extension of Activity Feed

- Themes - Color Coded Modules
- Major Module Detail View UI Update 
- Calendar Enhancements  
- Campaigns/Marketing Easy of Use Enhancements 
- Packaged Cloud Deployment options - AWS,  Digital Ocean, GoogleCloudCompute, X2VPS 
- Import/Export Worksheets for mass record updates 
- Mass Action updates for Tags, Actions, Comments, more 
- Deduplication Improvements 
- X2Flow Robustness Enhancements
- User Permissions Roles update performance improvements 
- New Documentation and Training Videos - see http://www.x2crm.com...aining-library/
- Weblead widget for Activity Feed Dashboard 

- Email Widget for Activity Feed Dashboard

- Updated, improved Administration Panel 

- X2CRM App Rebrand, removing X2Engine branding. 

X2CRM 5.3 August/September 
- Calendaring 5.3 

- Two way Google Calendar/Contact Synch 
- User Statistics  
- Wordpress Plug-in 
- Reports 3.0
- Scheduled Campaigns 

 

X2CRM 6.0 December/January 2016

- Yii 2.0 

- TBD

 

 

Best,

 

X2CRM Team

Santa Cruz




#9761 How-to: X2flows - Send an SMS with Twilio using Zapier

Posted by that0n3guy on 23 February 2015 - 01:06 PM

This how-to will be a little bit technical, but its really not that bad.  It also requires the pro or platnium downloadable version of x2engine.  It also requires the use of composer...

 

Setup

  • Install Composer: Make sure you have composer installed: https://getcomposer....-linux-unix-osx
  • Add phone number package: Add https://github.com/g...enumber-for-phpto your main composer.json: composer require giggsey/libphonenumber-for-php:~7.0
  • Add composer autoload to config files:
    • Create the file custom/protected/config/web.php . Add to the top (after <?php):  require_once dirname(__FILE__)."/../../../vendor/autoload.php";
    • Create the file custom/protected/config/console.php . Add to the top (after <?php):  require_once dirname(__FILE__)."/../../../vendor/autoload.php";
    • Also add to the bottom of custom/protected/config/console.php: $config['components']['request']['hostInfo'] = 'https://yourx2.domain.com';

Setup should be done.   Reload your site, see if it still works.  If not, you broke something.  Also test out a console command and see if it still works.

  • NOTE:  In my custom console.php, I also have to have this line: unset($config['controllerMap']); // Fix weird error when running console commands.  Some where proConfig.php is getting included.
    • I'm not sure why... could be my servers setup... could be an x2engine bug.

Create a custom shortcode.php

  • Create a new file here: custom/protected/components/x2flow/shortcodes.php
  • Add the following contents to the shortcodes.php: 
<?php

/* pulling the "core" file so that if it changes, my tweaks will just be added to the end */
$originalFile = str_replace(DIRECTORY_SEPARATOR.'custom','',__FILE__);
$shortcodes = include($originalFile);

$myShortCodes = array(
    'twilioFormattedPhone'=> '
        $phoneUtil = \libphonenumber\PhoneNumberUtil::getInstance();
        try {
            $USnumberProto = $phoneUtil->parse($model->phone, "US");
            $formatedphone = $phoneUtil->format($USnumberProto, \libphonenumber\PhoneNumberFormat::E164);
            return $formatedphone;
        } catch (\libphonenumber\NumberParseException $e) {
            //@todo do something here??
        }
    ');


return array_merge($shortcodes, $myShortCodes)
?>

This basically adds any shortcodes we put in this file to the default shortcodes that are found here: protected/components/x2flow/shortcodes.php .   The above file adds the shortcode {twilioFormattedPhone}.  This is JUST for the contact field with the name of 'phone'.   I should note that if you use this on other entities (opportunities, accounts, etc...) it won't probably won't work.  If you have a contact field called something different than 'phone'... you can change where you see `$model->phone` above to `$model->yourphonefield'.

 

A {twilioFormattedPhone} shortcode will be replaced with a phone number formatted in a way that twilio likes.  

 

How to use it in x2flows

 

Use a remote api action like so:

Attached File  x2_send_sms_zapier.png   30.59KB   0 downloads

 

  1. The url provided by zapier
  2. our shortcode (the phone number formatted how twilio likes).
  3. our message that we want sent
  4. A key.  Used just so that other people can't use our zapier url to send SMS's to people.

Setup Zapier like so:

 

Attached File  x2_send_sms_zapier_zap.png   430.47KB   1 downloads




#9319 use x2idenity data to add or remove from remarketing

Posted by that0n3guy on 06 January 2015 - 09:09 AM

My progress (untested... going live on my site today so I can test).  

 

So, basic usage.  

 

Step 1: Enable UserID in your google analytics account:

Admin->tracking info->user id.  See this image: http://screencast.com/t/nUv0J3MhdGZ

 

Step 2: Add the following javascript to your site (below the webTracker.php script):

    /**************************************************************
     * included from http://www.quirksmode.org/js/cookies.html
     *************************************************************/

    function createCookie(name, value, days) {
        if (days) {
            var date = new Date();
            date.setTime(date.getTime() + (days * 24 * 60 * 60 * 1000));
            var expires = "; expires=" + date.toGMTString();
        }
        else var expires = "";
        document.cookie = name + "=" + value + expires + "; path=/";
    }

    function readCookie(name) {
        var nameEQ = name + "=";
        var ca = document.cookie.split(';');
        for (var i = 0; i < ca.length; i++) {
            var c = ca[i];
            while (c.charAt(0) == ' ') c = c.substring(1, c.length);
            if (c.indexOf(nameEQ) == 0) return c.substring(nameEQ.length, c.length);
        }
        return null;
    }

    function eraseCookie(name) {
        createCookie(name, "", -1);
    }

    /**************************************************************
     * Actual code below
     *************************************************************/

    var cookieRegistry = [];

    function listenCookieChange(cookieName, callback) {
        setInterval(function() {
            if (cookieRegistry[cookieName] || readCookie(cookieName) != null) {
                if (readCookie(cookieName) != cookieRegistry[cookieName]) {
                    // update registry so we dont get triggered again
                    cookieRegistry[cookieName] = readCookie(cookieName);
                    return callback();
                }
            } else {
                cookieRegistry[cookieName] = readCookie(cookieName);
            }
        }, 100);
    }

    /**************************************************************
     * Test below
     *************************************************************/

    // bind the listener
    var x2cookieName = 'x2_key';
    listenCookieChange(x2cookieName, function() {
        // Set the user ID using signed-in user_id.
        if (readCookie(x2cookieName) != null) {
            ga('set', '&uid', readCookie(x2cookieName));
        }
    });

So, my site looks like so: 

<script src="https://x2.myx2site.com/webTracker.php"></script>
<script>
    /**************************************************************
     * included from http://www.quirksmode.org/js/cookies.html
     *************************************************************/

    function createCookie(name, value, days) {
        if (days) {
            var date = new Date();
            date.setTime(date.getTime() + (days * 24 * 60 * 60 * 1000));
            var expires = "; expires=" + date.toGMTString();
        }
        else var expires = "";
        document.cookie = name + "=" + value + expires + "; path=/";
    }

    function readCookie(name) {
        var nameEQ = name + "=";
        var ca = document.cookie.split(';');
        for (var i = 0; i < ca.length; i++) {
            var c = ca[i];
            while (c.charAt(0) == ' ') c = c.substring(1, c.length);
            if (c.indexOf(nameEQ) == 0) return c.substring(nameEQ.length, c.length);
        }
        return null;
    }

    function eraseCookie(name) {
        createCookie(name, "", -1);
    }

    /**************************************************************
     * Actual code below
     *************************************************************/

    var cookieRegistry = [];

    function listenCookieChange(cookieName, callback) {
        setInterval(function() {
            if (cookieRegistry[cookieName] || readCookie(cookieName) != null) {
                if (readCookie(cookieName) != cookieRegistry[cookieName]) {
                    // update registry so we dont get triggered again
                    cookieRegistry[cookieName] = readCookie(cookieName);
                    return callback();
                }
            } else {
                cookieRegistry[cookieName] = readCookie(cookieName);
            }
        }, 100);
    }

    /**************************************************************
     * Test below
     *************************************************************/

// create the cookie
//    createCookie('foo', 'bar');

    // bind the listener
    var x2cookieName = 'x2_key';
    listenCookieChange(x2cookieName, function() {
        // Set the user ID using signed-in user_id.
        if (readCookie(x2cookieName) != null) {
            ga('set', '&uid', readCookie(x2cookieName));
        }
    });
</script>

A minified version of the above script is as follows:

function createCookie(e,t,n){if(n){var r=new Date;r.setTime(r.getTime()+n*24*60*60*1e3);var i="; expires="+r.toGMTString()}else var i="";document.cookie=e+"="+t+i+"; path=/"}function readCookie(e){var t=e+"=";var n=document.cookie.split(";");for(var r=0;r<n.length;r++){var i=n[r];while(i.charAt(0)==" ")i=i.substring(1,i.length);if(i.indexOf(t)==0)return i.substring(t.length,i.length)}return null}function eraseCookie(e){createCookie(e,"",-1)}function listenCookieChange(e,t){setInterval(function(){if(cookieRegistry[e]||readCookie(e)!=null){if(readCookie(e)!=cookieRegistry[e]){cookieRegistry[e]=readCookie(e);return t()}}else{cookieRegistry[e]=readCookie(e)}},100)}var cookieRegistry=[];var x2cookieName="x2_key";listenCookieChange(x2cookieName,function(){if(readCookie(x2cookieName)!=null){ga("set","&uid",readCookie(x2cookieName))}})

What this does:

 

This basically sets the universal analytic userID if the user on the site to the x2_key (web tracking code) for that user.  If the webTracker changes the x2_key, it will see that it changed and change the userID as well.

 

Why do this:

I've not tested this yet.  But you should be able to setup some x2flows that will send user data to google via the "remote api call" trigger.  

 

For example.  User gets tagged with "white t-shirt".  Then you send an event to google like: 

http://www.google-analytics.com/collect?v=1&tid=UA-123456-1&uid={trackingKey}&t=pageview&dp=x2engine%2Fwhite-t-shirts

The above essentially logs a website "hit" at the url "x2engine/white-t-shirts"  (so if your domain for UA-123456-1 was "mysite.com", the url would be mysite.com/x2engine/white-t-shirts).  Now you could do remarketing campaigns based on website users who have been to "x2engine/white-t-shirts".

 

Issues with this:

  • I've not tested this fully yet. 
  • The url needs to be UTF-8 encoded.  That means that if you try to insert things with spaces from x2engine (example: {firstname}... don't do firstname though, google doesn't like personally identifiable info), it probably won't work.  So if you add a web url like I did (ie, x2engine/white-t-shirts) you will have to encode it yourself (http://meyerweb.com/...tools/dencoder/).
  • The documentation from google says you need a "cid" perameter, I don't know if that is true IF you have a UID (based on http://cutroni.com/b...-the-user-id/).

References:




#13893 SHIFTING OF A RECORD FROM ONE MODULE TO ANOTHER in X2CRM

Posted by Walter on 19 October 2017 - 02:09 AM

you have to create trigger, for example "Record Updated" -> Compare attribute "Sales Stage: Won" -> Create record: record type accounts; Select Name and set attribute to "={name}". See attachments

 

1.

Attached File  lead_won02.PNG   29.15KB   2 downloads

 

2.

Attached File  cr_ACCT_with atrr.PNG   26.18KB   1 downloads




#13543 Sharing Custom changes to X2CRM

Posted by gsonline on 20 July 2017 - 01:05 AM

Hi, 

 

If I have a developer make custom improvements to X2CRM is there a way to share it with the rest of the community or a way to share it with the X2CRM team to maybe add it to the next X2CRM release.

 

Thank you  




#12703 Day 2, Switching to X2Engine from SuiteCRM

Posted by gnurob on 12 January 2017 - 05:08 PM

I'm on day 2 of an evaluation of X2Engine. What began as a skeptical test has quickly turned into a migration, complete with importing all Contact records and re-creating automated tasks. X2Engine is obviously a well polished, thoughtfully designed, and robust web application for CRM. A few subtle features are missing, however this is easily my preference versus poorly integrated and often buggy features in other systems.

 

My experience with CRM systems, in the past, has been a frustration, almost to the point of being a nightmare. In comparison, X2Engine (or XCRM if you prefer) has worked out of the box. In two days I have familiarized myself with the nuances of this systems Lead and Contact routing and how it manages the sales process (in my case, the customer service process, but more on that later). Later moving on to quotation forms, e-mail templates, and advanced features with automation (X2Flow).

 

In my experience, automation is the most difficult to accomplish in any system. The most common obstacles are visualizing logic paths, diagnosing failed triggers, and interacting with related records. X2Flow masterfully answers this by providing a visual flow chart with easy to follow graphics, a per flow trigger log that expands to provide step-by-step success/fail messages (super handy), and the ability to switch record types mid-flow. The latter requiring all sorts of error prone hoop jumping to accomplish.

 

X2Flow also has a healthy selection of variables (called attributes) that may be placed in form fields (as well as used anywhere else in the system). My only suggestions would be that formulas be expanded to include dates, and that the quote and calendar modules be as well integrated with XFlow as Contacts, Accounts, Opportunities, etc. (It actually feels bad to mention this as it works so well this is almost being too picky.)

 

For my purposes, a CRM is best used to provide a consistent high level of service to people that require my services in residential home inspection, commercial property condition assessment, and related consulting and design work. Since there are usually many individuals involved, contract values in real estate tend to be very high, and there is a high degree of reliability expected of my services; coordination and documentation are very important.

 

In 48 hours, this is what my system has been configured to do, with a great deal of assistance from templates, processes, workflows, and built-in relationships:

 

9:22 AM A potential client calls to require a home inspection.

  1. Made new Contact and Account over the phone
  2. Started a Quotation using a standardized template, set status to Draft
  3. Inserted several standard products into Quotation
  4. Saved Quotation, triggering an automatically created Opportunity
  5. Quoted client by e-mail (this later triggering Quotation status to be set as Issued)
  6. Issued Quotation triggering:
  7. - updated Contact lead information (status = working, deal value, assigned, confidence, etc.)
  8. - updated Account lead information (similar... and I wish I knew why we do this twice in CRMs)
  9. - E-mailed Contact a standard introduction
  10. - Created an Action reminder to set Quotation to Won before:
  11. --A 1-day follow-up
  12. --A 30-day closing.
  13. Updated the Quotation to Won (thank you to my new client)
  14. This automatically triggering:
  15. - Updates to Contact, Account, and Opportunity values
  16. - Starting the Inspection and Report Process to stage one, Quote Accepted
  17. - Several Actions to remind me to send notices to various 3rd parties including the property owner
  18. The Opportunity is used by me as a means to track each inspection contract, as it is the module that most easily connects several related records. Therefore, it is here that I add other Contacts as related to this record:
  19. - Buyers Agent
  20. - Vendors Agent
  21. - Property Owner (usually private sales)
  22. - etc.
  23. At any point, I can visit these other Contacts and see all the times we have worked on the same properties.
  24. Once an inspection is scheduled (this is manual, as Calendar is not well integrated) and the Inspection and Report Process is updated to that stage, a reminder is set to create the invoice.
  25. Creating an invoice sets various reminders, including 30, 60, and 90 days.
  26.  Once a report is issued, I believe follow-ups are important. Mainly to see where assistance may be required, but also because feedback drives improvements:
  27. - 24 hours, e-mail to confirm report received, can be opened, and if any questions have been raised (more than 1/2 the time clients have questions they didn't feel comfortable calling to ask).
  28. - 2 days, e-mail requesting feedback with link to form
  29. - 3 months (roughly following a change of season), a remind to revisit the report and address the most important areas as they relate to the upcoming season

9:30 AM I'm having coffee.

 

All these above 29 steps were easily built into my own work flow and help me best serve my clients. I don't believe this would be reasonable for an individual to tackle by themselves, but with the help of modern technologies, like X2CRM, the service level of my business is first class.

 

I hope these serves as a testimonial for anyone considering X2Engine for their own business, sales or otherwise. If this can be accomplished in 2 days, by one person, what can a team of people do in a year?

 

Cheers,

 

Rob




#12606 X2TechTalk V - X2CRM 6.5 Preview

Posted by John Roberts on 21 December 2016 - 02:12 PM

Hello everyone,

 

Boy this TechTalk is a bit overdue, I delayed it a few week so we could give 6.5 more time. It does provide good introductions to new location or X2Checkin, Google Maps, major Calendaring and Google sync improvements and X2Touch mobile 2.0 features. We are about to release 6.5.2 within the next few days. Over the coming weeks we are planning to do major documentation, video and website updates to help show you how to easily design, deploy and manage your X2CRM system.

 

X2TechTalk V: X2CRM 6.5 Preview

https://player.vimeo...&profile_id=174

 

Best, 

X2CRM Team




#14374 Hyperlinks - Click here

Posted by alt_f4 on 30 November 2017 - 08:02 AM

See also here http://community.x2c...in-file-system/may we can find a solution...

 

As a workaround, we┬┤ve configured a (local) webserver with directory-brwosing pointing to our file-server.

 

Then defined a custom filed:

 

<a href="http://fileserver/{c_path}/{name}.pdf"{c_hrefblank}>{name}</a>

 

But the user has to manually fill in the file-name and put the file to the fileserver manually also. But with the custom filed, from now the file is accessible by X2.

 

c_path = directory on the webserver (changed from year to year by admin)

name = filename manually

c_hrefblank = just a string to open in new tab




#13962 CKEditor Plugin Issues

Posted by MikeiLL on 07 November 2017 - 11:11 AM

Clearing the CloudFlare (CDN) Cache solved the problem. Maybe it was an older version of ckeditor.js being served.




#13819 Internet Explorer 11 can't login

Posted by advancedalarmtec on 19 September 2017 - 07:11 PM

We are running 6.5.2.  We have no issues with IE, Edge, Chrome, Safari, or Firefox.  I have installed a VM of our setup and updated it to 6.9 and didn't have any issues there while I was testing things either.  I don't know much else, but I can confirm that it's running on Edge and IE just fine for us :)  Good luck.




#13799 Knowledge base module

Posted by X2Isaiah on 15 September 2017 - 02:46 PM

Hey sebx,

 

That does sound like it would become a useful feature, similar to what we have on X2Community how we have our wiki available. Thank you for your suggestion!




#13740 2017 Roadmap/TechTalks/Community Updates

Posted by Alberto on 29 August 2017 - 08:10 PM

It seems to me forward movement for the X2 project has slowed greatly in 2017...

For the first time in a long while we are considering a move on to a more progressive CRM that keeps up with the times!

 

It's something I'm keeping in the back of my mind as well. Not to sound doom and gloom, but I've seen something similar happen myself coming from SugarCRM a few years back. SugarCRM used to have an open source "community edition" but eventually stopped moving forward on development and eventually end-of-life'd it, so they could focus on their hosted solution and enterprise subscription clients. 

 

That trend is bad news for small business owners who aren't in the market for enterprise subscription based services. I'm hoping this isn't the direction X2CRM is headed, but certainly time for some proactive research, just in case...




#13737 2017 Roadmap/TechTalks/Community Updates

Posted by X2Isaiah on 28 August 2017 - 09:32 AM

Hey Alberto,

 

Sorry for the big confusion. Our entire team has been pretty busy with development and service cases in the past couple months and have not had a chance to update the community with what we're currently doing. We are planning to have an update posted on the forum in the near future, as well as more tech talks and announcements once development slows down.




#13736 Android app (X2Touch) local account sync

Posted by steals on 27 August 2017 - 11:42 AM

Yes, agents/empolyees in the field using mobile devices would love a full android version... X2 Android rather than X2 Touch. Is it possible to develop one myself?




#13732 2017 Roadmap/TechTalks/Community Updates

Posted by Alberto on 24 August 2017 - 09:08 PM

Any official update from X2 with regards to the questions I posed?

 

Without regular official communication it makes it hard for the community to see where things are going. There are lots of feature requests, bug reports, etc. in the forums. Many of these have replies from X2 to the effect of, "We'll consider this for an upcoming release".

 

That's great that we get those replies but if you look at some of the threads they're from several years ago and still not in the product. I don't mean that every bug report or feature request should make it in to the product, but having some idea of what is planned in terms of features and bug fixes in upcoming releases is needed.




#13588 2017 Roadmap/TechTalks/Community Updates

Posted by Alberto on 02 August 2017 - 12:13 PM

Hi, I've been wondering for a while this year as to the latest happenings with X2CRM as we haven't heard any news for some time. Looking back at the Announcement forums the last Tech Talk was 1 year ago and there is no published roadmap for 2017. I didn't even realized we had a recent update, version 6.9 with looks like a maintenance release with some bug fixes and enhancements.

 

To formalize my specific questions:

  • Will you be sharing a late 2017-2018 roadmap?
  • Are there going to be any more regular Tech Talks?
  • Can we have more frequent community updates and release announcements?

 

Thanks!




#13573 should we upgrade to x2crm 6.9?

Posted by X2Isaiah on 02 August 2017 - 08:40 AM

Hey medotron,

 

Yes updating to 6.9 would be the best option. The open source will still receive the most recent bug fixes. In regards to the recurring expire bug, that bug is now fixed in 6.9. Make sure you clear your cookies after you update.




#13539 [Solved] Track date of email opened.

Posted by gsonline on 15 July 2017 - 07:37 AM

How can I track the date an email is opened so I can make a report of that data. 

 

What I need to do is save the date and time of the email open 

How do I do this with the workflow?

Attached File  email open.JPG   91.92KB   0 downloads

 

I know this should be very simple but I can't seem to figure it out - I want the date of the field should be the time that the email is opened.

 

 

UPDATE **** Figured it out :)

 

1) made a new field (email open date)

2) made a flow to add date of last activity when an email is opened -- 

Attached File  email open - done.JPG   43.78KB   2 downloads




#13502 [Solved] How can I get the url from aWeb form lead

Posted by eugeneb on 04 July 2017 - 09:33 AM

Awesome Ray, it works fantastic,

 

FEATURE APPLICATION:

The value of this little feature is using one web-form on various products on an online shop where customers can ask product specific questions per product. Because you know where the question originated from, you can answer for that specific product. Using this field in your user notification email you can notify yourself quickly to help a customer. I also use a eMail-to-SMS server to send me SMS notifications and this little field info makes the world of difference.

 

You guys rock!




#13479 [Solved] How do I setup Macro's ?

Posted by gsonline on 29 June 2017 - 12:16 AM

Thanks ! 

This helps a bunch :)