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X2Engine 4.1

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#1 Guest_x2demitri_*

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Posted 20 May 2014 - 07:37 PM

Hi everyone! Thank you for your patience. We worked a long time on this, fixed many long-standing problems, and added lots of features that are either greatly needed and long overdue or that add powerful and distinct new functionality to the software. We hope you enjoy it, and as always, if you run into any really serious problems that we for some reason missed during our testing, let us know and we'll put together a follow-up release with bug fixes within a week.


To everyone who requested Zapier integration: just a little bit longer! We're going to do one final pass-through and quality check of X2Engine's triggers and actions to ensure a good user experience. then contact Zapier and submit it for public use! Until then, you would like access to the invite-only Zapier front-end for X2Engine, We're looking for beta testers for the Zapier App! Please send me a personal message through the forums or email me (demitri at x2engine.com) if you are interested in seeing X2Engine in the Zapbook!


The X2Engine Public GitHub Repository

X2Engine on SourceForge


X2Engine 4.1



New in 4.1 (see CHANGELOG for full history):

  • Highlights:
    • Process module:
      • Powerful new "pipeline" view with drag and drop functionality, showing the combined deal value in each stage
      • Sales process stage colors can be customized by the end user
      • (Professional Edition) New X2Flow triggers and actions for extending Process with powerful automation capabilities
    • (Platinum Edition) X2Identity 2.0:
      • View anonymous website visitors and their browser fingerprint parameters
      • See when anonymous visitors return to your website
    • 2nd-generation REST API (new):
      • (Coming Soon) X2Engine will be on Zapier!
      • (Platinum Edition): Advanced API access settings
    • Leads module (new)
      • Record basic contact information before it becomes a legitimate potential sale
      • Convert to an opportunity with a button press when ready
    • Activity Feed:
      • Digest emails: get periodic emails notifying you of what's happening in your CRM
      • New dedicated activity feed page
    • CSV importer:
      • New feature enabling users to save and re-use import field mappings
      • Performance improvements and bug fixes
    • User management:
      • New password reset feature
      • New username change feature
      • Full support for multiple assignment in the permissions system
    • Email Templates:
      • Support added for many modules (including custom modules), where previously only contacts and quotes were supported
      • Template variable replacement added for the "To" field
      • User setting for default email template to use for each module
  • General Changelog / Developer Notes:
    • Fixed layout issue: unauthenticated users can see "Top Contacts" and "Recent Items" portlets, in addition to broken links in the top bar
    • Fixed security loophole: if session expires, the client with the cookie would still be able to make one last successful request to the server
    • The permissions system has been revamped to properly handle muliple assignment and group-wide visibility settings
    • Fixed bug: rollback deletes preexisting linked records
    • Fixed bug (Professional Edition): recurring VoIP notification popups
    • Fixed bug: empty contact list when using "primary contact" campaign generator from Accounts
    • Fixed bug: Upon deletion, a user's actions and contacts were not all getting properly reassigned.
    • Fixed bug: import fails silently when "DO NOT MAP" specified for an attribute
    • Performance improvements to the model importer (previously was taking as long as ~2s/record on systems with very large datasets)
    • Fixed bug: deleting a dropdown without updating fields that reference it breaks grid views
    • Contacts with empty names now get "#{id}" name link in grid view
    • Fixed bug causing role exceptions to be applied to incorrect stages.
    • Fixed bug preventing deal reports from being filtered by Account.
    • Fixed a bug preventing filters from working in the Actions list view.
    • Fixed issue with phone numbers not being rendered from the grid view.
    • Fixed phone number field formatting issue
    • Fixed updater bug: unnecessary catching of suppressed errors in requirements check script
  • Tracked Bug Fixes:
    • 582: Duplicate info going into web leads
    • 960: No es posible resolver la solicitud "product/product/view"
    • 1051: links with # in them get converted to tag search links
    • 1183: Contacts and its behaviors do not have a method or closure named "getChanges".
    • 1201: Unable to resolve the request "product/product/view".
    • 1204: Cannot modify header information - headers already sent by (output started at /home3/bigmoney/public_html/knockoutmultimedia.co/crm/protected/controllers/ProfileController.php:516)
    • 1223: Cannot modify header information - headers already sent by (output started at /home/inspirah/public_html/crm/protected/modules/actions/controllers/ActionsController.php:799)

Also tagged with one or more of these keywords: release, update, major

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