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#16426 Deny anonymous access to calendar

Posted by jack on 17 November 2020 - 12:23 PM in Community Support

Thanks for the info.
I will look into this.




#16418 Search Error

Posted by jack on 09 November 2020 - 08:58 AM in Community Support

Hi John,
The search sql is made in "protected/controllers/SearchController.php" in the "actionSearch()" function, it uses the fields in the sql table. If you remove the entree in the x2_fields table for "c_CompatWebsite" that should take out the root of your issue.
-Jack 




#16416 Sendgrid App Setup

Posted by jack on 04 November 2020 - 02:42 PM in Community Support

Hi Charl,
You need to generate your encryption keys to this run "protected/yiic cryptsetup" from the terminal.
-Jack




#16411 Received Emails from contacts not showing in activity until after manually vi...

Posted by jack on 30 October 2020 - 10:28 AM in Community Support

Thank you for your info
What email service are you using?
I will be sure to put a patch in one of our upcoming updates. 
-Jack




#16403 Search Error

Posted by jack on 28 October 2020 - 08:09 AM in Community Support

Hi John,
Can you try clearing the protected/runtime/cache/ of all the .bin files.
-Jack




#16363 Start workflow when user added to list

Posted by jack on 01 October 2020 - 12:14 PM in Community Support

Hi wirespring,
What trigger are you using for the workflow and can you share the trigger log of the workflow.
-Jack




#16357 Product Inventory Update

Posted by jack on 28 September 2020 - 07:04 AM in Community Support

Hi Walter,
As this issue, it seems to be just an SQL issue can you post the X2_quotes_products table. I think it is missing the quantity column.
-Jack




#16345 Error 500 on certain tabs for new user

Posted by jack on 26 August 2020 - 09:38 AM in Bug Reports

Hi Urthllc,
Is this happening for all users or just the new user?

-Jack 




#16334 API Call to Add/Complete Process Stages

Posted by jack on 21 August 2020 - 08:34 AM in Community Support

Is this what you are describing

https://imgur.com/a/PfCuKHB




#16328 API Call to Add/Complete Process Stages

Posted by jack on 13 August 2020 - 02:23 PM in Community Support

Just to clarify you are trying to create process stages from the api?




#16324 API Call to Add/Complete Process Stages

Posted by jack on 10 August 2020 - 11:31 AM in Community Support

Hi Success,
You can put user on the process/stage by using the workflows. You can have it so when a record is created it will starts them on a stage. 
-Jack




#16323 API View and Edit Permissions, how can we edit without view

Posted by jack on 10 August 2020 - 11:28 AM in Community Support

Hi Success,
For this I would recommend you set up the API user to only be able to view/edit records that are assigned to them, this will make it so it will only return part of your contact database.
-Jack




#16318 Scheduled Campaigns do not honor unsubscribed campaign category

Posted by jack on 06 August 2020 - 10:58 AM in Bug Reports

Thank you for the bug report rordallas,

I have writen a fix that will now be in the next update.

 

 

If you need it now add this function to "protected/modules/marketing/models/Campaign.php

    //check to make sure unsubscribe list exsist, if not make the list
    public static function checkUnsubList($Category) {
        $FullName = 'Unsubscribe_' . $Category . '_X2_internal_list';
        $list = CActiveRecord::model('X2List')
                        ->findByAttributes(array('name' => $FullName));
        if (empty($list)){
            $NewUNSub = new X2List;
            $NewUNSub->modelName = 'Contacts';
            $NewUNSub->type = 'UnSubscribe';
            $NewUNSub->assignedTo = 'Anyone';
            $NewUNSub->visibility = 1;
            $NewUNSub->name = $FullName;
            $NewUNSub->nameId = $FullName;
            $NewUNSub->createDate = time();
            $NewUNSub->lastUpdated = time();
            $NewUNSub->logicType = 'AND';
            $NewUNSub->save();
 
        }
 
        return($list);
     }    




and add to the file protected/modules/marketing/components/CampaignMailingBehavior.php

                        //check catagory
                        Campaign::checkUnsubList($campaign->category);
                        $FullName = 'Unsubscribe_' . $campaign->category . '_X2_internal_list';
                        $catlist = CActiveRecord::model('X2List')->findByAttributes(array('name' => $FullName));
                        $campaign->categoryListId = $catlist->id;
                        $campaign->save();
 
under the line 
                                          if($newList->save()) {
in the function 
                             public static function sendMail($id = null, $t0 = null)



#16311 The unsubscribe link isn't working

Posted by jack on 27 July 2020 - 12:49 PM in Community Support

Hi Charl, 
If you are having issue with formatting for the text I recommend changing the unsubscribe text directly with sql commands to modify the record in the x2_admin table.
Jack 




#16310 Send email content as attached pdf

Posted by jack on 27 July 2020 - 12:45 PM in Community Support

Hi Charl, 
If you want to send user data to a user you can use the attribute replacement feature on emails and if you want automate it you can combine this with the workflows.
-Jack




#16309 Search by URL-call

Posted by jack on 27 July 2020 - 12:42 PM in Community Support

Are you saying you want the system to pull up a page when a call comes in?




#16302 Search by URL-call

Posted by jack on 24 June 2020 - 08:18 AM in Community Support

Hi alt_f4, 
What type of return are you looking for in your API call.
-Jack




#16301 [BUG] - Wrong URL in link to contact list from campaigns

Posted by jack on 24 June 2020 - 08:13 AM in Bug Reports

Hi wirespring, I have written a fix for this and it will be in the next update. 
If you need it now you'll need to edit protected/components/formatters/FieldFormatter.php

In the function renderAttribute add the line

 

if($field->fieldName == "listId")return $this->renderListLink();

 

after 

 

        if (!isset($field))
            return null;
 
 
And add this function to the file

 
    /*
     * renders the fields for list links
     */
    protected function renderListLink (){
 
        $url = null;
        // Use the controller
        $x2list = X2list::model()->findByAttributes(array('nameId' => $this->owner->listId));
        if(!isset($x2list)) return;
        $modelName = "contacts";
        if(!empty($x2list->modelName)) $modelName = strtolower($x2list->modelName);
        if($modelName == "x2leads")$modelName = "x2Leads";
 
 
        if(!ResponseUtil::isCli() && Yii::app()->controller instanceof CController && !Yii::app()->controller instanceof ProfileController) {
            $url = Yii::app()->controller->createAbsoluteUrl($modelName."/list", array('id' => $this->owner->id));
        }
        if(empty($url)) { // Construct an absolute URL; no web request data available.
            $url = Yii::app()->absoluteBaseUrl.(YII_UNIT_TESTING?'/index-test.php':'/index.php').$modelName."/list".'/'.$this->owner->id;
        }
 
 
        return CHtml::link(
            '<span>'.X2Html::encode($x2list->name).'</span>',
            $url,
            array()
        );
 
    }



#16291 Reporting field values

Posted by jack on 14 May 2020 - 11:23 AM in Community Support

There should be able to use this in reports now. In row and columns report you can find a section called Relative Time that allows you to use time periods like "last 90 Days".
-Jack




#16281 Error 500 on Summation Report

Posted by jack on 29 April 2020 - 12:21 PM in Community Support

No problem, happy to help.




#16278 Error 500 on Summation Report

Posted by jack on 24 April 2020 - 08:04 AM in Community Support

On the file (protected/modules/reports/components/SummationReportGridView.php) change 

 

    /**
     * Initializes hidden columns 
     */
    public function initColumns () {
        if (count ($this->hiddenColumns)) {
            $tmp = $this->columns;
            $this->columns = $this->hiddenColumns;
            parent::initColumns ();
            $this->hiddenColumns = $this->columns;
            $this->columns = $tmp;
        }
        parent::initColumns ();
    }
 
 
To 
 
 
    /**
     * Initializes hidden columns 
     */
    public function initColumns () {
        if (is_array($this->hiddenColumns)  && count ($this->hiddenColumns)) {
            $tmp = $this->columns;
            $this->columns = $this->hiddenColumns;
            parent::initColumns ();
            $this->hiddenColumns = $this->columns;
            $this->columns = $tmp;
        }
        parent::initColumns ();
    }
 
That should fix your issue



#16274 Error 500 on Summation Report

Posted by jack on 20 April 2020 - 09:25 AM in Community Support

Can you please upload the stack trace and photo of the report you are trying to run




#16269 V. 8 can no longer "remove selected from list"

Posted by jack on 15 April 2020 - 12:52 PM in Community Support

Hi Donna,
What URL are you on when you try to make these changes and are you an admin user?

-Jack




#16264 Can't create a new module in Version 8

Posted by jack on 07 April 2020 - 10:00 AM in Community Support

No problem, happy you found a solution.
-Jack




#16261 Long time bug in Sales Processes

Posted by jack on 06 April 2020 - 11:19 AM in Bug Reports

Hi Success,
Can you please send a screen shot of your browser's console when this error happens.
-Jack