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Showing results for tags 'contact'.
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I'm sure it's somewhere in documentation - but I have been unable to find where/how I setup an email notification for when a new contact is added to the system and assigned to a person or a Process is started. We have a 3rd party service who is doing telemarketing, entering the contact into the system for us and assigning it to our sales queue - but we'd like to receive a notification when someone adds it so I can ensure things are going at the pace it's being entered and not "batched" up at the end or beginning of the day. Can someone point me to where this is? Thanks
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How can I make a list out of the contacts who opened a particular email? -
Hi, I have recenty come back to X2 after not using it for a while and have been having some problems. I frequently import data, but want each import to be segregated into it's own list. The logical way to do this is to either add an automatic tag in each import and group data by tags, or to set the rules in the list to "Create date equals today". However, I have tried both of these methods to no avail. It seems the rules are just not working. This means contacts from previous imports have made it into multiple lists, and have subsequently been sent duplicate emails. I can't see any pattern t
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Hi, Emails sent by a contact and received by me are mentioned as sent by me instead of snet by the contact in the contact's page. Is it a bug or a config problem on my side ? Thank you and regards Eric -
I attempted to convert a lead to a contact. I was notified of 6 errors because the fields did not exist in the Contacts module as they did in the Leads module. I then created the field necessary in the Contacts module. I converted a lead to a contact again and this time it was successful. However, some data did not transfer such as phone number and email. What could be the problem?
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All of my contact imports have SIC codes attached to them. I'd like to be able to organise the contacts by SIC code, so I can see all contacts that have the same SIC code ID. Is this possible, and, if so, how? Thanks, Portia.
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I have problem in Action and Contacts. In Action module if I create a action which is set Assigned to a User (Person with limited access) with Visibility set to User's Group, then the assigned action is visible to the particular assigned TO person alone(similar like Visibility Private). But in the case of Contact Module If I create a contact which is set Assigned to a User(Person with limited access) with visibility set to User's Group, then the contact is visible to the Contact created person as well as the assigned to user also. How could this possible ? Or am I doing anything in a i -
I have problem in Action and Contacts. In Action module if I create a action which is set Assigned to a User (Person with limited access) with Visibility set to User's Group, then the assigned action is visible to the particular assigned TO person alone(similar like Visibility Private). But in the case of Contact Module If I create a contact which is set Assigned to a User(Person with limited access) with visibility set to User's Group, then the contact is visible to the Contact created person as well as the assigned to user also. How could this possible ? Or am I doing anything in a i
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We've noticed lately that a lot of our contacts are being entered in upper case. Is there a way to automate the system to change all contact names to proper (mixed) case? Thanks.
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I have been unable to figure out how to mark a contact as "do not email". After some digging, I've realised there should be a simple check box present on the contact's page, but I don't have that. Can anyone explain to me how I fix this, or if there is another way to blacklist a contact from being included in a mass email? Thanks.
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Hello, How do I check if a "Record Created > Contacts {email}" is on a specific "Contact Lists > Type (static)" in X2Workflow? Thank you! -
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
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The google maps are not displaying the individual contact locations. We have added our google integration info in the admin. What are we missing? Thanks, daicom3
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unable to assign contact to user from All contacts grid
RAJU6567 posted a topic in Community Support
Hi All, Recently download and install x2crm. it is an awesome tool. While using I am stuck at some point that I am unable to assign contact from all contacts grid view. I am selecting a contact -> click on more -> add action then pop open for add action fill the form and assign to any user then receive msg "action added to one record" but "Assigned to" column not change on the grid and user whom to assign received the notification of "New record assigned to you:" but in contact grid, no contact shown. On the other hand, while user assigned from contact edit option can reflect bac -
How to get emails associated with the contacts they are sent to? and/or correctly make the INBOX Sent folder as the SENT BOX with sent-to names showing? Emails sent by me to contacts are not associated with those contact records. They are associated with me, the sender, but not the receiver, but only some of them are associated. Those sent records are recorded in an INBOX Sent folder and show my name rather than the receivers name. See print screen at https://snag.gy/L6gMSY.jpg. Emails sent from x2 are successfully delivered, bare recorded in the email client sent and inbox folde
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It is a bug, if the system list two contacts with same First Name and Last name, it will show it is duplicate. Sounds wired, but in India or middle east country, this is so normal. The system must use email ID to identify it.
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Hi, The email functionality seems to have stopped functioning. Nothing happens when I click on the email icon. Looking at the console, I see this error each time I try to press the email button. ==== Uncaught notifications.js,q1452300875.pagespeed.jm.VyPjXAuOtO.js:15 Cannot read property 'publish' of undefined (anonymous function) @ notifications.js,q1452300875.pagespeed.jm.VyPjXAuOtO.js:15 m.event.dispatch @ jquery.min.js,q1452300875.pagespeed.jm.YSzgc-BSX9.js:1 r.handle @ jquery.min.js,q1452300875.pagespeed.jm.YSzgc-BSX9.js:1 ====== This was working couple of days back Shan
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Hello All, How would I be able to view all relationships between Contacts and Accounts. I would like to be able to easy view all relationships at once in a report instead of only being able to view them a while I'm viewing just one contact. Does any one know how that could be done. Thanks a million, OrangeGrape
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I was wondering if it was possible to include the name of the enterprise next to the contact name in each stage of the process. Is it possible to customize, what appears in each box? Thanks -
Hi. I've been working with X2engine since three months and I find it awesome. It's a great tool for micro-companies like mine. I would like to know how can I add custom fields to Accounts and Contacts. I need them to relate my customers db with x2crm. Thanks!
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Hello Community, how can I add more fields and rearange the once already existing in the "quick contact" tab? thanks!
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Hello Community, got an issue after exporting and importing. The exported Contacts are missing mutated vovals like "Ä""Ö""Ü" and "é*, etc. the same when importing those are just erased. thanks René! -
Hey Community, got a question about importing Contacts. I got some excel lists that I renamed to csv but they can't be imported. what I did: I exported all contacts and that deleded all contact entries inside the exported file and inserted the new contact information! Than when reimporting the new contacts, x2engine is always telling me that all contacts failed to import. I didn't change the "ID" field first than I even changed the first 2 entries to number above all my contacts, but this didn't work either! Any Idea on how this works? Will be much faster for me to get the contacts i
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Hi, X2Engine 4.3 PHP 5.4 Module concerned : Contacts (and I guess any modules using javascript) Fresh installation ( No files modified at all, used Sciptaculous in cPanel to install it) Errors appears in Firebug when loading any pages : SyntaxError: syntax error var calendars = ;~~~/index.php/contacts/indexLine 1007 col 24 TypeError: x2.massActions is undefinedtranslations: x2.massActions.translations,~~~/index.php/contacts/indexLine 2983 col 12 What happen because of this :1) Can't delete contact2) When I click the mass action button, it reloads the page instead of displaying the mass men
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Hi! i've recently discovered that a user (any user created by admin) is not able to view the contact information. He/she's able to edit it, but when an opening attempt is made, the result is: Send Error ReportHere's a quick list of what will be included in the report: Error Code: 404 Error Message: Unable to resolve the request "contacts/id/index". Stack Trace: [click to toggle display] #0 /var/www/vhosts/URL/framework/web/CWebApplication.php(141): CWebApplication->runController('contacts/id/ind...') #1 /var/www/vhosts/URL/framework/base/CApplication.php(180): CWebApplication->proc
