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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

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';
    • this is because of bug: http://x2community.c...n-from-crontab/

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:

 x2_send_sms_zapier.png   30.59KB   2 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:

 x2_send_sms_zapier_zap.png   430.47KB   3 downloads

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:

• https://developers.g...ol/v1/reference
• https://developers.g...l/v1/parameters

Hi John,

First of all, can I emphasise how big a fan I am of X2Engine! I love it. On top of a solid CRM, if I want a custom solution, I can deep dive into the code and craft a response to my unique situation. I'm able to fix bugs, and change anything I want. Under the old licence structure I was a paying Pro customer. There are many many positives about X2Engine.

There's been a change over the last 12 months though.

Right now, there's no roadmap, something every tech company at your stage of development has, and requests for one aren't being responded to. It would be great to know whether feature requests are being incorporated into your planning, and if not, why not? You have sent out a newsletter telling us there's a new major release coming this month, but no information about what's in it.

There's still quite a few unresolved bugs being reported in the forums (after all, we are your beta testers). 12 months ago, Raymond was all over bugs, actively working on solutions and active in the forums. These days we get acknowledgement, and little more. No progress updates, even when we've done the leg work to replicate the bug, narrow down the problem or even provide you with the code to fix it. 

Why should you care if an open source user is unhappy with the current situation? I'm getting the software for free right?

I'm working on a custom solution for my business using X2Engine. Having access to premium support to point me in the right direction when I hit a roadblock and getting priority attention on bugs is something I would pay for. In November, I replied to your email broadcast inviting past paying customers to connect and discuss the new paid programs with a clear "I want to pay for your service. Can you please answer these questions". Despite two followup emails on my part, I've heard nothing from your team.

Please let me repeat that. I offered to pay for your product, and I haven't even had an acknowledgement. 

Finally, your current plans don't have a midrange on premises option anymore. I'd be paying for the older Platinum plan right now if you still operated under that structure, a plan that's ideal for my situation at the moment. The closest fit to my needs is your Partner Program.

So what am I asking of you?

1. Please communicate more. Let us know what your developers are working on. We want to feel like we're involved with the evolution of your product.
2. Please prioritise bug fixes. This is crucially important to both your open source community, and your paying customers. 
3. Please ask your sales people to reply to emails. This is business 101. The window where I'm interested in paying is closing quickly, indeed it may have already passed. Having an option that closely meets my needs, but is only available by talking to your sales people makes it difficult to give you money when they don't reply.

I'm not here to create problems. I'm a business owner, and would certainly value any of my customers coming to me to highlight problems they're having with my products. I hope you take this message in the spirit in which it's given, a desire to see X2Engine continue to grow and develop.

Warmest regards,

Andrew

A little bit of trial and error mixed in with some choice words. I came up with a workaround. "={c_Revenue}- ({c_paidmiles} > 75) *{c_FuelSurchargeRate}*{c_paidmiles}"

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.

 lead_won02.PNG   29.15KB   2 downloads

2.

 cr_ACCT_with atrr.PNG   26.18KB   1 downloads

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  

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

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

Hey Guys,

It appears that this may be a browser issue, we are looking at a few different ways to prevent the auto-fill for unnecessary fields. I will bump this thread with updates as soon as we come to a conclusion.

Hi guys,

I have a weird issue.

On our one machine, using Chrome, if I go to a module and see grid-view of records, in the ID field column filter box, text appears for no reason to filter. The text in this filter is from an old filter exercise and has nothing to do with the ID field even.

The net result is that the grid-view then filters and obviously doesn't show anything.

I have cleared Chrome cache, cookies and all. On that machine if I log into the instance as other users it does the same in Chrome.

On the same machine using another browser its doesn't do it. Also on other machines, not the issue also. It seems to be one machine with that one Chrome.

Any idea how to fix it?

Hi Guys, 

I've noticed that once you have created a segmented  list, the mass options are limited, in my opinion the useful one such as -  add to Relationship,-  add a Note - add an Action .... etc are not available  -  see the pics below to get an indecation of what I mean

Any reason for this ? and can we get these additional options in a segmented list  

Thanking you in advance as always. 

Attila   

Hey bigbankclub,

One solution I would suggest is to go to the line that error is happening and remove the line of code where the row that is trying to be added is failing. This may be a bug on our end that slipped past us in development. Otherwise, I would advise against using dummy data as if you plan to use the app in the future, without using MySQL the dummy data will be hard to remove later on.

Edit: This actually is fixed in the newest release, we will be updating the Github soon.

Open up .htaccess comment everything out temporarily. save file then restart Apache. Now try and update your certificate. I had to do on one of my installations.

Once it's been updated be sure and re-enable the line you commented out and restart Apache.

Hello All,

This appears to be a bug in the EmailDeliveryBehavior.php file, we will be releasing a bugfix before Tuesday of next week.

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

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

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.

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!