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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. Like a warm breeze :-) Everything seems to be OK. Just to let you guys know. Thanks for the update & regards!
    2 points
  24. Using 7.1 and php 7.3 I got a 500 error from framework/i18n/CNumberFormatter.php when it was passed a non numeric value. In previous versions of php, this resulted in the return of 0. To alleviate this, I added a check for numeric at the beginning of the function. If I make changes like this should I submit them to the community github?
    2 points
  25. 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
    2 points
  26. 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
  27. 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
  28. I cannot get either my personal email or google suite email account to authenticate. We of course want our business accounts working with this new installation of X2crm however when we try to authenticate it fails. I have logged into my google suites and reset my password there and tried again at X2crm and still failed. Just to see if it would work I tried my personal gmail account and the same thing is happening. I then decided to try my yahoo account with the same results. My questions are 1. Is there another setting somewhere that I am missing in this setup? 2. I have a new server..
    2 points
  29. Thanks Peter ! No, no : I don't intend to ban on the notifications. I definitely wasn't clear on this. My two lines are meant to suppress the notification lines in the apache logs. There is, for a single user, one line per second added to the log. That's huge ! It not only bloats the log, it makes fail2ban scan loads of data that are good. I chose to suppress the line on apache-level instead of with an ignoreregex in fail2ban. Protecting against brute force login attempts would be nice, but I don't see a 403 on wrong login. But I maybe try to hack up a new repeat-offender filter that check
    2 points
  30. Hello All, We apologize for any issues that may have occurred in 7.0 with regards to email and will release a hot-patch very soon. With regard to the XVERP issue, please do the following: /** * Whether to use VERP. * Default is changed to true for bounce handling * @link http://en.wikipedia.org/wiki/Variable_envelope_return_path * @link http://www.postfix.org/VERP_README.html Info on VERP * @var boolean */ public $do_verp = false; in protected/components/phpMailer/class.smtp.php as well as in protected/components/phpMailer/class.phpmailer.php: /**
    2 points
  31. Just a "wild and wooly" thought Peter.... maybe a roll back feature will be helpful in future releases.
    2 points
  32. 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
  33. 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
  34. Its good to see others using docker. We've been running x2 on docker for about 3 years now. Updates can be interesting, but otherwise works great.
    2 points
  35. Easy workaround. Go to User Interface Settings Add Top Bar Link. Create a custom link called logout. "/index.php/site/logout"
    2 points
  36. 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.
    2 points
  37. 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.
    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. 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.
    2 points
  40. 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
    2 points
  41. 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.
    2 points
  42. 2 points
  43. Hello X2CRM Community, Yesterday we released X2CRM open source version 6.0.2 in both web and mobile apps. For a dot release it features several new and powerful features. Also checkout another short 16 minute X2CRM Tech Talk video where demo each of the new X2CRM features below. Link to X2CRM 6.0.2 Tech Talk Demo Webcast X2CRM Mobile Android and iOS Apps X2CRM 6.0.2 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users t
    2 points
  44. 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
  45. Last week we released X2CRM version 6.0. This release has a number of exciting features but first I would like to provide a general X2Engine | X2CRM update and forward looking road map for the remainder of this year. Founded in 2011 and after five years of growth we are now at the stage where X2CRM Cloud Hosting Services now can fully fund company operations – thank you X2VPS customers. At the same time it was felt 6.0 was the right time to fully open source X2Platinum Edition. With version 6, all commercial X2CRM editions have now been combined into a single release and relicensed under t
    2 points
  46. Hi Raymond, Thankyou for the advice. I dug in a bit deeper and did some experimentation, and discovered what was slowing PHP down was actually having FastCGI Application setup to handle PHP. When I changed it over to a standard CGI Application, everything sped up quite nicely. Thought it might be worth mentioning in case someone else runs into the same issue. Warmest regards, Andrew
    2 points
  47. Today we are very excited to announce X2CRM version 5.2.2 a small feature release set for preview next week and release the first week of October. X2CRM 5.2.2 contains mostly customer requested and funded feature enhancements in addition to several new social networking connectors. Please see the feature list below for more details. Additionally, several months ago we decided to significantly upgrade our X2CRM Virtual Private Server (X2VPS) cloud service infrastructure. As a result this weekend we are moving all X2VPS accounts from our web severs presently located in a data center here in Sant
    2 points
  48. 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
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  50. Hi, Alv Set up your signatures as from the 'edit profile' option on your profile page: To add the signature to a marketing campaign, an email template document, or an X2Flow email, you can use the following shortcode: {signature}. Simply add that into the text edit field as in the following example: The appropriate user's signature will automatically replace the shortcode. In a marketing campaign, the user whose signature will be used is whoever the Assigned To user is. For an email template, the replacement will take place as soon as you select the template from the dropdown menu.
    2 points
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