Jump to content
X2Community Forums

cenker

core_group_3
  • Content Count

    10
  • Joined

  • Last visited

  • Days Won

    2

cenker last won the day on April 18 2017

cenker had the most liked content!

Community Reputation

2 Neutral

About cenker

  • Rank
    Member
  1. Thank you Raymond! I found that it was because of the crazy amount of failed logins from office IP right after I opened this topic. I will keep the SQL statements for future use which I find really useful. Thanks again!
  2. Hi Everyone, We' re using X2CRM at my company and recently all of the users except Admins started to get "Error 403 You are not authorized to see this application" right after login. I've checked out user rights but everything looks fine. What might cause this? Thanks for all the help.
  3. Thanks Raymond! I made the table look like exactly what I wanted.
  4. Hello, Thank you so much for helping us at this forum. We are implementing X2CRM in our company. And we want to change the label names and the order of lineItems when we print or email a quote. I checked lineItems.php but couldn't figure out what to do. What we would like to do is change the names of some Labels and change the order (ex. Quantity would be right after Line Items on the line.) I've done some research but I couldn't find any helpful solution. Thanks in advance for the help.
  5. Hi Raymond, I think I am making a mistake here. First I have added a lookup field to Leads (Type is set to lookup and the drop down below is set to Contacts). After that I created a new workflow. But when I want to change record, the drop down only allows me to choose between Original Record or Account. Do I need to add lookup fields in both Leads and Contacts? Thanks.
  6. Thanks for the help Raymond. I really appreciate it. I will work on that and will update here.
  7. Hi Raymond, Thanks for the answer. But what I want to do is, mirror the background info field in contacts to associated lead. Is this possible? Thanks.
  8. Hello All, Is there a way to make background info field in Contacts visible in Leads as well. I am trying to send an email notification to users when a new web lead comes in. The email should include name, email, lead source and background info. Thanks.
  9. Hello All, Is there a way to make background info field in Contacts visible in Leads as well. I am trying to send an email notification to users when a new web lead comes in. The email should include name, email, lead source and background info. Thanks.
  10. Hello All, My web lead form is working just fine and it was updating lead source field in both contacts and leads. Then one of the users accidentally edited the lead source field in contacts. So I've changed the user permissions so they won't be able to view or edit the field. After that when I get new web leads through the form now it doesn't change the lead source field in contacts anymore. Even if I gave the permissions back to that user group. I don't know what is causing this problem. Any help would be greatly appreciated
×
×
  • Create New...