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  1. To anyone interested. I have long since been looking for an elegant solution for integrating another more flexible form-tool for WordPress with X2CRM. Some other guys tried developing WordPress plugins but I was never able to work with that. I extensively started using Gravity Forms (GF) on all my and customer sites due to its incredible flexibility and ease of use. Using GF I tend to always ask the contact details and then my custom field, which I don't always need in X2, but would like to capture the contact and maybe do some cool automation stuff. I tent to prefer not to hard code, to a
    6 points
  2. We have a sad announcement this afternoon regarding a very special user here. Atilla, who was with us since June of 2017 passed away this month. On behalf of X2CRM I would like to send his family and friends our condolences and to Atilla personally, our appreciation for all the hard work he put on this forum. Without Atilla, X2CRM would not be where we are today and we want to again thank Atilla for all the effort he put into this forum. Thank you Atilla, and may you rest in peace. Sincerely, The X2CRM team
    6 points
  3. 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 whethe
    6 points
  4. Hello Donna, X2CRM is not compatible with PHP 7.1 at this time. We will reach full compatibility before Mid-December. We do recommend backing up any site files as well as the database before update.
    4 points
  5. 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.com/external/196632087.hd.mp4?s=227542a26cc857c45004c3
    4 points
  6. 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.
    4 points
  7. 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.org/doc/00-intro.md#installation-linux-unix-osxAdd phone number package: Add https://github.com/giggsey/libphonenumber-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):
    4 points
  8. We are looking for an upgraded translation...from what we have created ourselves. Please post your translation to this forum and we will includ it in the next release. -john
    3 points
  9. 8.0 12/6/2019 New Enterprise Features: * Portal Product: * Customer login and messaging for support cases * Invite users to the portal through service case webform * Related Case Solutions: Match service cases by issue for relevant resolutions * Knowledge Base: Create documents that can be searched by keyword or phrase * Responsive Editor for Email Templates: New responsive editor for email templates * Nexmo Call Pop-up: Links to contact with matching number if one exists New Open Source Features: * Sales Quotations Improvements: * Comments are their own line item
    3 points
  10. The integration is still a WIP but you can start using it by going to this link: https://zapier.com/developer/public-invite/11512/15edf7fa62ac542810e0c6e13c80b9da/ Our goal is to convert all of our workflow triggers to Zapier triggers and to convert most native actions to Zapier actions. Please feel free to update this thread with any questions/comments regarding the Zapier integration.
    3 points
  11. Hello Everyone, Today we released X2CRM v7.1 which includes misc. bug fixes and support for PHP 7.2. Please see the release notes below: 7.11/3/2019 General Changelog / Developer Notes X2CRM is now compatible with PHP 7.1+Miscellaneous bug fixes Fixed issue with emailing where mail servers which are not configured to use VERP can still send emailRemoved list option from the reporting moduleA/B campaigns now work with dynamic listsFixed issue where 'do not email' settings would get incorrectly setFixed issue where a 500 error would occur if the 'maxFileSize' attribute was not created corre
    3 points
  12. 7.0 General Changelog / Developer Notes Expanded Listability List capabilities for Accounts, Opportunities, Leads, so all 3 can now can be curated into smaller data sets, added into campaigns at any time. Ability to campaign using list made from Contacts, Accounts, Opportunities, and Leads. New Conversion Tool Convert Lead to Contact - for additional opportunities Convert Contact to Lead - for new opportunities Assign Leads and Contacts to Accounts - for account based management. Multiple levels of Unsubscribe Changed the Unsubscribe Page so that it will now scan for the text “(PLACE_OPP)” o
    3 points
  13. It has been brought to our attention that three vulnerabilities were found in our app. Please take the chance to look over the following fixes for these vulnerabilities and apply them to your installations. These fixes will also be included in our next version. Fixes: Exception handling for invalid input to prevent SQL injection from the ActionHistoryChartWidget Permission check for Arbitrary file download via the global export in the admin control panel and when exporting themes Field purification when processing requests to prevent cross-site scripting (XSS)Files: https://github.com/X2En
    3 points
  14. Agree to this being helpful. My work around is using the top field filters on Contacts to get the same basic list, using conditions (only for dynamic) obviously, and then bulk updating. Or on the list, bulk ad a unique tag then using the same technique as above to get the list contents but under contacts, where you can do anything more.
    3 points
  15. 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}"
    3 points
  16. See also here http://community.x2crm.com/topic/2529-feature-request-store-documents-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) n
    3 points
  17. 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. 2.
    3 points
  18. 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
    3 points
  19. 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 ou
    3 points
  20. Hi, After many hours trying to integrate X2CRM and Mailchimp, I finally found something that may be usefull. It sends every contact to a Mailchimp list. Follow this steps: 1. Ceate a Workflow with the trigger "Record created" to contacts. 2. Add the action "Remote API Call" to the flow. 3. Fill the fields like this: URL: https://[your-mailchimp-server].api.mailchimp.com/3.0/lists/[your-list-id]/members Method: POST Use JSON payload? Checked JSON: { "email_address": "{email}", "status": "subscribed", "merge_fields": { "FNAME": "{firstName}", "LNAME": "{
    3 points
  21. 5.4.2 1/7/2016 General Changelog / Developer NotesX2Touch changes:Added support for the Topics moduleModule form layouts can now be customized from the new "Mobile App Form Editor" admin pageImproved error handling of automated email loggingAction History "Email From" filter now includes logged inbound emailsNew option on the "Email Settings" admin page to enable List-Unsubscribe email headerUpdated module delete functionality to clean up associated custom module summary widgetsUpdated Process module to allow for financial information on any module typeTracked Bug Fixes:3189: CDbCommand failed
    3 points
  22. 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) {
    3 points
  23. Hi Tanmoyrock, You can give these users a role then set it in admin "index.php/admin/editRoleAccess" which lets you set the record access, field access can be set from "index.php/admin/manageRoles" more options can also be found in the "User Management" on the admin page. -Jack
    2 points
  24. If you know sql you can just run describe on your table and it will list out all variables. -Jack
    2 points
  25. 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 = $tmp; } parent::initColumns (); } To /** * Initializes hidden columns */ public function initColumns () { if (is_array($th
    2 points
  26. Hi guys, I have been updating my little bugs and niggles list for the recent version. Maybe someone else also have these with either a solution or not? NIGGLES Login Screen the Login Button doesn't have or get focus when login is this for using Enter button on keyboard. Thus after typing details you have to mouse over and click SIGN IN BUGS Login action On log in of all our systems sometimes, after login occured and you are directed to your default dashboard page we get this error: ​Error Code: 500 Error Message: CDbCommand failed to execute the SQL statement: SQLST
    2 points
  27. Please note that you will also need to re-enter your app credentials from manage apps, including your Google integration credentials as the previous cipher used with mcrypt has no analogous cipher in openssl.
    2 points
  28. Hello JacobD, You may need to re-generate your encryption.iv and encryption.key files in protected/config. You can do this by deleting these files (the app should then re-create them or you can manually create them by running protected/yiic cryptsetup).
    2 points
  29. Just a "wild and wooly" thought Peter.... maybe a roll back feature will be helpful in future releases.
    2 points
  30. 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 machine
    2 points
  31. Yes you must have the minimum data for you contacts email is a compulsory field 1) create a list from contacts 2) create a campaign 3) select your list and run campaign
    2 points
  32. Hi alt_f4, I managed to fix it in form editor. For anyone who's looking for a solution to the same problem, I went to Admin > X2Studio Customisation Tools > Form EditorWhere it says "Model", I selected "Contacts" in the drop-down menuIn the "Version" drop-down, I selected "Form (Default)" - this is what you see when editing a contactIn the Field List to the right of the screen, I dragged the "Do Not Email" box onto the form on the left, then clicked saveI then went back to the "Version" drop-down list, at the top of the page, and selected "View (Default)". This is what you see when j
    2 points
  33. Hi I am looking for CRM and I do like X2CRM but I would like to know if there is a way (the best to be if automatic) how to push X2CRM contacts to my gmail or gSuite contacts Thank you Radek
    2 points
  34. Easy workaround. Go to User Interface Settings Add Top Bar Link. Create a custom link called logout. "/index.php/site/logout"
    2 points
  35. 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.
    2 points
  36. Hello All, This appears to be a bug in the EmailDeliveryBehavior.php file, we will be releasing a bugfix before Tuesday of next week.
    2 points
  37. 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!
    2 points
  38. 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
    2 points
  39. 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!
    2 points
  40. Currently there is no way to use the UI to split the non-openers from your list. This won't work for a campaign you've already executed, but in the future you should be able to do so using tags. You'll want to tag everyone on your list with a tag specific to that campaign, like #spring17nonopener. Then, set up a workflow to trigger on Campaign Email Opened, limited to just this campaign. Then, add an action to remove the #spring17nonopener tag. With this in place, you can create a new dynamic list based on the Contacts who have the tag.
    2 points
  41. I am a paid Ultimate user , local installed, Windows10 , but new to X2CRM, a very very good program !!! I wonder, if I have done an Import of Accounts/Customers say 50.000, can I then Mass Delete all those, if for some reason later , I did forget some Custom fields in the CSV files,to be imported? In Zoho I had similar problem and could do only 50/100 per page and in Apptivo the same, mass delete in Apptivo Customers.Contacts mass-delete was running OK, but it went to the TRASH module, and there it can only be deleted per 50 per page. Apptivo is now working (in the Code) to help me to up
    2 points
  42. Found a Wordpress plugin that works with Contact Form 7 as an alternative method for capturing web leads to the x2CRM packaged web forms. Also, adds the web tracking snippet to the website for tracking visitors. Figured I share in the event someone was looking http://bit.ly/2cmZDLp
    2 points
  43. Hi, all! With the release of X2CRM 6.0 we are pleased to announce a revamp of our development process to make contributions from the community a possibility. Previously, our open source repository was only used to release the open source edition of the codebase on GitHub but going forwards we will be moving all active development into this repository. This means that we will be accepting pull requests from the community as well as using GitHub's issue tracker which we were previously incapable of doing. To get started with contributing to X2CRM, the first thing we need you to do is to sign
    2 points
  44. With the start of a new year I would like to take a moment to do a quick recap of 2015 and to share our plans for 2016. Before I start I realize that you many not be that interested to know how we create, build and manage X2CRM software and cloud services. Perhaps being a smaller software company with a very high ratio of software developers it is easy for us/me to get very feature vs solution focused. I know I have gotten a little too specific with features and have not also provided more business focused guidance and real world customer examples on how to unleash the power of X2CRM to dramat
    2 points
  45. Highlights Professional Edition Changes:Google+ integration:Google+ Profile widget allows display of Google+ Profile data on record view screens.Google+ Profile search featureNew X2Workflow Splitter enables concurrent execution of flow branches, simplifying creation of complex flow logic.Added mass actions to Email Inbox profile widget. It's now possible to delete, log, and flag emails directly from the profile page.X2Workflow Remote API Call action now supports nested JSON payloadsDefault processes can now be set on a per module basis.New "Redirect URL" option in web form designerTags column
    2 points
  46. Been running an instance on Google Compute Engine and its been great both in terms of performance and availability. They even have a Click to Deploy option for X2CRM to get up and running quickly.
    2 points
  47. General Changelog / Developer Notes: Important security updates "Post to Activity Feed" flow action changes: New "User" option determines the owner of the feed to which the post will be added. This allows for the creation of social posts. New post "Visibility" option Fixed bug which prevented "My Actions" widget from remaining hidden after clicking the close button Fixed bug which prevented products and quotes details from displaying in the Inline Relationships Widget Web lead form submit button now disabled after form submission, preventing duplicate submissions SMTP authentication
    2 points
  48. This is just a big shout out to Raymond.......who never fails to respond and deal with my technical issues promptly. Thanks a lot for the great customer service Cheers Colin
    2 points
  49. Hey, Being able to customize the unsubscribe link would be a sensible feature to have. Unfortunately it's not possible yet. There is, however, a way of positioning the unsubscribe link within your email. Placing the insertable attribute "{_unsub}" in your campaign text will cause the unsubscribe link be positioned wherever the insertable attribute is, instead of at the end of the email body.
    2 points
  50. We are working on a new customer service module for X2EngineCRM. For the 1.0 its is a straight forward case management module. Please feel free to post your requested features to this forum so we can try and include them in the module. -john
    2 points
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