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X2CRM version 6.0.2 Feature Update - Tech Talk IV Demos

X2CRM Open Source CRM

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#1 John Roberts

John Roberts

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Posted 14 July 2016 - 05:29 PM

Hello X2CRM Community,

Yesterday we released X2CRM open source version 6.0.2 in both web and mobile apps. For a dot release it features several new and powerful features. Also checkout another short 16 minute X2CRM Tech Talk video where demo each of the new X2CRM features below.

 

Link to X2CRM 6.0.2 Tech Talk Demo Webcast

 

X2CRM Mobile Android and iOS Apps
X2CRM 6.0.2 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.

 

X2Workflow Automation
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.

 

New in this release is a “Change Record” X2Workflow Action. This new workflow action allows users to switch to a related record during a workflow execution. Users can use it to do things like update a “total sales” amount on a Contact when a Quote is marked as won or otherwise update related records in response to X2Wofkflow triggers.

 

Additionally a new “Mass Execute Macro” action is available. The record list grid view now supports mass execution of Macro-type workflows. Users can select records using the record grid view checkboxes and click the new “Execute Macro” option to run a Macro-type workflow on multiple records at the same time.

 

Secure Web Lead Capture with File Uploads & Workflow Routing
X2CRM now includes built-in CAPTCHA on weblead forms: Weblead, service, and newsletter forms can now optionally require a CAPTCHA upon submission to prevent spam. This can be configured under the ‘advanced’ tab of the weblead form designer.

 

Website visitors can now upload files on X2 Web Lead Capture forms. Web lead and service forms can now be configured to allow file uploads. File uploads also include Media virus scanning.

 

Check out our short Tech Talk demo webcast.







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