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Found 6 results

  1. Hi there, I attempted to make a post using the Activity Feed in the activity module. In this post, I added a file attachment using "Attach A File/Photo" feature. Once posted, I see the post in my activity feed. However, There is blank space under the post, where I assume the file is supposed to show. IT DOES NOT. Similarly, when I click on the black space area, It attempts to open the file. But it does not show anything. Please see screenshots attached. Any advice is appreciated. Thanks
  2. Hi all, I've asked a few questions as a new user - not much response unfortunately. However, I'll have another go. Some of the listings and forms need extra data to be shown. For instance the 'Today's Actions' would be much more helpful if there was a field for company or account. I can see no way of doing this from the admin pages. Also the reminder dropdown that pops up regularly just states what is needed or overdue - again, this would be more helpful if it contained account and contact name. If, I am missing something obvious, my apologies. Any suggestions, please? Chee
  3. Hi guys, I am a bit stumped. I have setup X2 (Premium) with various roles. I have in detail setup Manage Roles per field as well as Edit Access Rules to limit access to modules and any records outside of Assigned To the indicated user. Activity Feed is usable and visible to all roles. However, any of my users can communicate to Admin via Activity by posting in their own feed, assign to Admin. The admin gets notification 'boing' and it shows immediately in the Admin feed. Works great. However, not the other way around. Admin or for that matter anyone sending to a User in a role doesn't wo
  4. Hi X2 guys, not sure when things started happening wrong. I recently tested web tracking with contacts in my DB and then sent our emails direct as well as with a campaign to see if it identifies them. But to no avail, despite showing the precise web activity, but anonymous. Firstly Web tracking. All my contacts show they have a key. But when they visit the website, the tracker just notifies me of anonymous activity. How do I link them to the key being tracked? I then assumed they had some OLD key and thus if I sent new campaing mails to click it would rectify it. My next point Secondly I
  5. I stumbled across a feature called "Create Activity Feed Report Email" that states: "Please note that this report will not function if you do not have the Cron service turned on, please check with your administrator if you are unsure." I verified that my host has the capabilities, and I have used with with another portion of our website. But when I choose options and save i just get the following error: Oops! It 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 ou
  6. Hey all! First post for me. Thank you very much for providing such a powerfull resource! We just updated to 3.3 from 3.2, and now, when you click to change the date of an activity, (Update Activity > Due Date) the calendar does not pop up. That is a big deal for us, because we use it to change when to follow up with a prospect all the time. It wasn't that way in 3.2, is there any way to fix it? -ralejeal
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