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  1. Hi, I know this sounds like a simple question... How do I setup Macro's - cants seem to find any documentation on this. Thanks,
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  3. Hello, I am getting the following error right after I log into the application. The error also shows up when I click on the following tabs: Activity, Contacts, Accounts, Marketing, Leads, Opportunities, and some others. However, some tabs like Admin, Email, Reports do not generate the error when I click on them. What might be the issue here? Thanks in advance for your help! Error Code: 500 Error Message: The table "x2_actions" for active record class "Actions" cannot be found in the database. Stack Trace: [click to toggle display] CDbException in /home/wp_29ynvk/familyfuntwincities.com/
  4. Is there any way to know how many times an email was opened? At this moment it looks like the only things tracked was the 1st open of the email
  5. I have created an email inbox which I have used to send emails. However, I cannot access it from the email tab. The error I get is: I am unsure how to go about correcting this issue. Is this a bug, a config error in X2engine, or a server setup issue?
  6. Dear Jake, X2Engineering Team and X2Community, I've come across a sales and marketing automation challenge with X2 that must be solved. I think I almost have it. The Main Objective: Increase revenue by having X2Engine help automate and facilitate all actions and activities necessary in order successfully enroll a client to renew their annual contract commitment with our company. The Secondary Objective: We want to master how to automate emails, actions, and other related X2Engine actions! These actions are to happen the day of a custom date field, before X days of a custom date field,
  7. Morning Gents, New to the X2CRM forum.... I have tried to update from 6.5.2 to 6.2 with the X2CRM remote update utility, did a backup and I get following error. Exception: "Could not download package; update server error." in /home/rns/public_html/protected/components/UpdaterBehavior.php L831 I looked at Line 831 but its non descriptive Can anyone Please shed some light for me. Running on Centos 7 with Webmin Virtualmin installing on a virtual server. Attila
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  9. I noticed an entry in the last 6.6 version that suggests there is now an auto merge of duplicate contact info. My recent tests indicate it is NOT auto-merging contacts, and that multiple web leads with simply firstName + lastName + email results in multiple entries. With that said.. I do notice the X2Identity duplicate detection toggle (based on fingerprint). Do I HAVE to turn this ON, in order to activate auto merge functionality? Because the data is exactly the same and is creating duplicates. Turning this ON seems like overkill. My desired functionality is to auto merge duplicate cont
  10. Are there any sample workflows available? Also, how do you stop a workflow process? I am trying to develop a very simple workflow. It checks for a tag. If yes, it does some action and if no, it stops the process. Also, is there a way when the work flow is processing a tag for it not to be concerned with text case? For example, "ADV", "adv", or "aDv" would be processed as yes by the condition switch.
  11. Hi X2 Team, is there a way to filter the contact list by date range? In this moment you can select a specific date but it would be nice if you could select for example a specific month without matter the year. Something similar can be done with the report tab, but in this case how can you import the result of the report to a list? For example, all the users who visited the store at least once on december 2008 - 2016, create a list with this information to send an email or make a call.
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  13. Hi I have an issue, when i want to create a new contact via the api it takes a good 20 seconds. anything else via the api is fine. I have tried to debug the api controller, the only thing i managed to get out of it that the save ( $saved = $this->model->save(/* x2plastart */ !$this->settings->rawInput /* x2plaend */); ) takes a lot of time. I have checked around in x2model and the save method in it is almost instant, afterCreate, aftersave, beforesave is also ok. Any tips on what could cause the issue? Thanks!
  14. I'm trying to post results of a Web Lead to Contacts (of course), which is successful. I'm also adding a Workflow based on a trigger of a custom tag to post a new relationship.. i.e. the contact details to a custom module called 'Courses'. I think I can do this via Posting the relationship to the other module using the Remote API.. If I call the Course module with index.php/courses/1/relationships/ Which attributes to I need to add to secure that the contact details are added to the #1 Course, and how are they formatted in the bottom section of the Remote API Call? Do I need Jason? I'm
  15. Here is the first part of the error message that I'm getting: Error 500It looks like the application ran into an unexpected error. We apologize for the inconvenience and would like to do our best to fix this issue. If you would like to make a post on our forums we can actively interact with you in getting this resolved. If not, simply sending the error report helps us immensely and will only improve the quality of the software. Thanks! Send Error ReportHere's a quick list of what will be included in the report: Error Code: 500 Error Message: CDbCommand failed to execute the SQL statement:
  16. Sorry if this has been asked before.. I tried searching.. Is there a way to SAVE A VIEW I've created/modified, so that when you return all columns that are chosen in last session remain visible? Am I missing a setting or something? Cause all customization to views disappears when I leave and return to the same view. Even better.. to have the option of a dynamic search remain sticky as well. I notice the favorites only selects single records.
  17. Hi Guys, Thank you for the excelent community support. I want to know if is possible to update just 1 field for a contact already created in x2crm. For example, i have 1 contact with name, lastname, email and 2 dates fields. The dates fields changes every year and different departments are responables for the updates and they do it in excel. The department 1 could upload the csv with the "datefield1" on may and the department 2 could upload the csv with the "datefield2" on june, but in this case the deparment 2 will upload the old dates for the datefield1 cause they were working on 2 d
  18. I want to add more field in line items box .Now It's working in sum of these three things(unit price*quantity+adjustment) total value display in Total as per calculation. Now i want to use this total value into another calculation for ex:- one drop down will display with these things (+,-,*,%) and one more field i will enter my amount on that text box when i select the drop down into (-) means it will take my new field value to this format (Total amount value- New field value).and then it will reflect in that total amount. Similarly, the total should change based on the arithmetic operators m
  19. Hi all, I wondered if anyone else is experiencing these issues with X2CRM Version 6.6 (Also occurred on last version) While I CAN create an email template through the Marketing module.. I CANNOT CREATE OR UPDATE email, quote or docs through the Docs module. Through the console I see this error: POST http://xxx.xxxxx.com/index.php/docs/update/id/54403 (Forbidden) Meanwhile, I have set all files in the directory to rwxrwxr_x and cleared all caches. It appears all other functions are working properly. A sincere thank you for all who can help me out. ~Dianne
  20. How exactly? I created a role that has Admin capability on some modules, and assigned the user, but he still doesn't have the Import link on the module screens. Can only System Admins do import? That would be pretty limiting.
  21. Hi All, I have created a form in word press from there when a user submits the details, it will get displayed in Contact module(via API). it was working fine with the default database attributes. I tried to add custom fields to the database from X2CRM->Manage Fields. it got successfully created in the database. when I try to add values to the new attributes through the form. except for the new custom fields, rest of attributes got updated. below are the new values which got added to x2_contacts through Manage fields c_occupation Occupation Contacts No varchar
  22. I have 3 concerns, I can't update from 5.4 to 6+. From the main dashboard within the admin area, when I click on a contact, I get the following.... Here's a quick list of what will be included in the report: Error Code: 500Error Message: Class: AnonContact not found.Stack Trace: [click to toggle display]X2Engine Version: 5.4.1PHP Version: 5.6.30 ******************************************************* In addition, if the script delays when trying to preform the task, I get the below 500 internal server error. Then I'm forced to reboot my server. Here's the error message. The server encount
  23. Hi Raymond, This morning I applied the new update to our system, already seeing some of the fixes in email come through, quite happy about that. However, I can't see how to schedule email campaigns. Is it possible the update hasn't updated everything? I removed the folders in the assets folder to ensure there weren't any temporary files interfering with the forms. Warmest regards, Andrew
  24. First congratulation! Version 6.6 is released!!! I got a little problem during upgrade, when I click apply, the program failed, stop -- give me the error below: Exception: "A database change failed to apply: ALTER TABLE `x2_admin` ADD COLUMN `maxUserCount` int(11) NULL DEFAULT '100000' AFTER `timeout`, ADD COLUMN `loginCredsTimeout` int(11) NULL DEFAULT '30' AFTER `maxUserCount`, ADD COLUMN `tokenPersist` tinyint(4) NULL DEFAULT '1' AFTER `loginCredsTimeout`, ADD COLUMN `checkinByDefault` tinyint(4) NULL DEFAULT '1' AFTER `locationTrackingSwitch`;. The error message given was: SQLSTATE[42
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