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 that could explain the rules not working - it just seems to put a random number of people in the list, including some who don't comply to the rule, and leaving out some who do.
This is a huge issue for us, and I can no longer use X2CRM until this is fixed.
If anybody could explain how I could either fix this issue so that the rules work correctly, or how I can manually choose contacts and put them in a list, that would great.
I've seen there's an option for static lists but I'm not sure how to use them.
Any advice would be greatly welcome.
* UPDATE * I've figured out how to add contacts to dynamic lists. I'd still prefer to get the dynamic lists fixed. if possible, but in the meantime, is there a way to selected a few pages, but not all, at once? I'm usually moving tens of thousands of data entries at a time, so moving them 100 at a time takes forever! * UPDATE *